Featured portfolio
Event Lead Capture App for Insurance Introducers
A mobile app that lets insurance introducers sign up customers at events, checks every email and phone number, and sends each lead straight into the company CRM.
Read the project
Insurance App Development Company
Lead capture, policy, claims and agent apps that connect to your CRM and give insurers a clear view of every customer.
Stack we work in
- Flutter
- Node.js
- MySQL
- React
- iOS
- Android
- PostgreSQL
AWS
- Projects delivered
- 680+
- Clients served
- 310+
- Client retention
- 98%
- Certified engineers
- 20+
- Building since
- 2018
Figures as of Oct 2026
Trusted by
- Aralia
- Rosa Pistrina
- Lashbo
- Micromunchi
- Payroll Ninja
- POD
- Petdx
- Yokey
- Spin Up
- Starwear
- Udlins
- Vegpal
- Wander Wings
- Wish It
- Wisl
Real Problems Insurance Businesses Face
Equitysoft builds insurance software for insurers, brokers, agencies and insurtech startups.
Read the full overview
Our work includes mobile lead capture apps for introducers and agents that send validated leads straight into the CRM, with dashboards for agents and admin panels for managers. We also build customer apps for quotes, policies and claims, agent and broker portals, and analytics for sales and risk. Every build includes data validation, role-based access and integration with the CRM and core systems you already use.
Insurers and brokers depend on accurate customer data and quick follow-up, but much of the work still runs on paper forms, spreadsheets and disconnected systems. These are the problems we see most often.
Leads collected on paper at events arrive late, incomplete or not at all
Invalid emails and phone numbers waste time for sales and service teams
Managers cannot see which agents, events or campaigns bring in business
Customers expect to buy, renew and claim online without long phone calls
Sales apps, CRM and policy systems do not share data with each other
Outcomes
What you get
- Clean, validated leads in your CRM from day one
- Clear performance views for agents and managers
- Customers who can buy, renew and claim on their own
- Fewer manual handoffs between sales and back office
- Customer data protected with access controls
What we deliver
Insurance Solutions We Build
We build mobile, web and data solutions that help insurers capture leads, serve customers and run their operations with less manual work.
Insurance Apps We Develop
Mobile apps for agents and customers:
- Lead capture apps for agents
- Customer policy apps
- Claims submission apps
- Quote and comparison apps
- Agent performance apps
Platforms and Systems We Build
Web platforms and back-office tools:
- Broker and agency portals
- Admin and lead management panels
- Claims management systems
- Commission tracking tools
- Sales and claims dashboards
Who We Build For
Our insurance app development supports:
- Insurance companies
- Brokers and agencies
- Insurtech startups
- Introducer and partner networks
- Managing general agents
Insurance Use Cases We Build Solutions For
Our insurance software covers sales, service and claims:
Lead Generation
- Event and field lead capture
- Data validation at entry
- CRM sync
Agent Performance
- Personal lead dashboards
- Event-level tracking
- Commission views
Policy Sales
- Quote and purchase flows
- Online payments
Policy Servicing
- Documents and renewals
- Premium reminders
- Customer messages
Claims
- Claim submission with photos
- Status tracking
- Document AI review
Management Reporting
- Sales and claims dashboards
- Data export for analysis
Agent and Introducer Apps
Tools for the people who sell and service policies.
- Lead capture at events and in the field
- Validated contact details at the point of entry
- Personal dashboards for leads and performance
- Event and campaign tagging
- Offline capture with later sync
Customer Insurance Apps
Self-service for policyholders on mobile and web.
- Quote and policy purchase flows
- Policy documents and renewals
- Claims submission with photos and documents
- Claim status tracking and messages
- Payments and premium reminders
Broker and Agency Platforms
Run sales and service across teams and partners.
- Broker and agency portals
- Commission and performance tracking
- Lead routing and follow-up
- Admin panels with data export
- Partner and introducer management
CRM and Core System Integration
Connect apps to the systems you already run.
- CRM integration for leads and contacts
- Policy administration system integration
- Payment gateway integration
- Identity and document verification
- Secure APIs for partners and aggregators
Insurance Data, Analytics and AI
Better decisions on sales, claims and risk.
- Sales and lead conversion dashboards
- Claims analytics and fraud signals
- Document AI for claims and forms
- Risk and pricing data models
- AI assistants for customer questions
Why Choose Us as Your Insurance App Development Company
Insurance Sales Experience
We have built lead capture apps for insurance introducers with validated data, CRM sync and personal dashboards.
Integration First
We connect apps to the CRM and core systems you already use, so data moves without retyping.
Mobile, Web and Data Together
Our 50+ developers build Flutter apps, admin panels, Node.js backends and analytics dashboards as one product.
Data Quality and Security
We validate data at entry and protect it with access controls and audit logs, so your records stay accurate and safe.
Insurance projects we have built
How we work
Understand your products
We learn your insurance products, sales channels, regulations and the systems you already use.
You receive Product brief and requirements summary
Map journeys and data
We map lead, quote, policy and claim journeys, data fields and integrations for each user role.
You receive Functional and technical specification
Design and prototype
We design simple forms and dashboards for agents, customers and admins, and test them in a clickable prototype.
You receive UI designs and interactive prototype
Build and integrate
We build apps, admin panels and backend, connect your CRM and core systems, and test data validation and security.
You receive Tested release candidate
Launch and improve
We roll out to agents or customers, monitor usage and data quality, and add products and features over time.
You receive Production launch and support plan
Tech stack
Technologies we use
AI and machine learning
Databases
BI and analytics
Power BI
Mobile
Frontend
Backend and APIs
Cloud and DevOps
- AWS
CRM, commerce and CMS
Engagement
How We Work With Insurance Teams
Pick the model that matches how certain your scope is today. Many clients start with one model and move to another as the product grows.
Fixed-scope project
For a defined product, module or integration. We agree scope, milestones and acceptance criteria up front, then deliver in sprints with a demo at the end of each one.
MVP first
For a new idea that needs proof before a full build. We ship the smallest version that tests your riskiest assumption, then plan the next release from real usage.
Dedicated team
For an ongoing roadmap. Developers, QA and designers join your team, work in your tools and hours, and scale up or down as priorities change.
Support and enhancement
For live systems. We monitor, patch, update dependencies and ship improvements on an agreed monthly allocation, so the platform keeps pace with your operations.
Questions, answered
We build lead capture apps for agents and introducers, customer apps for quotes, policies and claims, broker and agency portals, admin panels, and analytics dashboards for sales and claims.
Yes. We integrate with CRMs such as Salesforce, HubSpot and Zoho so each lead arrives with its source, agent and campaign, and we validate emails and phone numbers before they are saved.
Yes. We can build offline capture that stores leads on the device and syncs them to the backend and CRM when a connection returns.
We use encryption, role-based access, audit logs and secure APIs, and collect only the data each journey needs. We help you meet GDPR and the data rules that apply in your market.
Yes. We use document AI to read claim forms and receipts, flag unusual claims for review, and build assistants that answer policy questions, with staff making the final decisions.
You do. You own the source code, designs, data and IP, with no lock-in. We sign an NDA before you share details.
More about our Insurance
Key Features of Our Insurance Apps
Lead capture forms built for events and the field
Email and phone validation at the point of entry
Direct CRM integration with source tagging
Agent dashboards for weekly and yearly leads
Admin panel with lead monitoring and export
Quote, purchase and renewal flows for customers
Claims submission with photo and document upload
Role-based access and audit logs
Secure APIs for partners and core systems
Talk to us about your insurance app
Book a free consultation to plan lead capture, policy and claims features and CRM integration for your insurance business.