Grow Your Insurance Company with Quickbase

Drive new policies and delight current customers by automating slow processes, from policy applications to claim processing.

No credit card required • No software to download • No obligation
Try Quickbase Free for 30 Days

Discover why some of the world's most innovative insurance companies use Quickbase

Streamline Your Operations, from Claims to Contracts to Call Centers

To provide excellent customer service, your insurance company has a lot to track and manage - everything from policy applications to claim processing. But slow processes done with paper, email, or spreadsheets often stand in the way. By replacing them with automation, your entire team can work more efficiently, increasing both your customer satisfaction and profit margins.

  • Sales Management

    Drive revenue from new policies and renewals with powerful sales reporting.

  • Claim Tracking

    Empower agents to submit claims and photos from anywhere on any device.

  • Customer Inquiry Management

    Improve customer service by tracking client inquiries and call center activity.

  • Document Storage

    Securely track applications, claims, and documents all in one central location.

  • Analytics and Reporting

    Gain valuable insights on business operations with robust and flexible reporting.

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How Agero Built a Roadside Assistance App on Quickbase in Just One Day

Learn how Agero, a provider of roadside assistance services to more than 75 million drivers, was able to develop, test, and deliver an application that helped to reduce hold times and deliver insightful dashboards to help ensure the safety of stranded motorists during high call volume. Since the company began using Quickbase, Nicolau estimates it has saved $150,000 per year in reduced IT costs, and in 2013 helped generate $500,000 in unplanned revenues with a recall services application.

Try Quickbase Free

Dive in and start customizing the tools you need to run your business. Try Quickbase free for 30 days: no credit card required, no software to download, no obligation! Start building an app from scratch or find a pre-built app in our Exchange and learn how to customize it without coding via our online training portal, Quickbase University.

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See Quickbase in Action

See how Quickbase can help you focus on the real work and make running your business a breeze. Work with one of our Quickbase solutions consultants to discover how you can use Quickbase to cure your biggest administrative headaches and automate complex, time consuming processes.

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Connect teams and data everywhere.

Say goodbye to spreadsheets and clunky business systems. With Quickbase, you can eliminate manual tasks and keep your team working on what matters most. Bring people and processes together within a secure, integrated workspace in the cloud. Customize your own software solution to enable better collaboration, data sharing, agility, and results.

Everything you need at your fingertips.

Securely store all the details and documents you need to sign and service more policies in one central place. Insurance agents and staff can access records from any device at any time - no more wasting time hunting for paper files or wondering what the latest version is. Administrators are always in full control of who can access, add, or modify records to protect sensitive data.

Stay up to date with automation.

Use alerts and reminders to keep yourself and team on track with automated workflows. Be proactive by setting up project calendars and task assignments so you're always one step ahead of deadlines. With Quickbase's notifications, you won't need to worry about what you may be overlooking because your team will be getting updates and reminders designed specifically for how your business runs.

Easily create reports and custom dashboards.

Stay on top of the data that matters to you with real-time visibility and personalized dashboards. Easily export just the right information to share with senior leadership, team members, or external auditors - no more waiting on IT to create reports for you.

"We’re able to let our non-technical users do very technical things, because Quickbase makes it easy. We would have needed a small army of programmers to create all the stuff we’ve created in Quickbase."
Tim Schneider, Co-founder