Insurance Simplified: How to Create an Insurance Agent App Using AI No-Code Tools

Amidst the ongoing evolution of the insurance landscape, the convergence of artificial intelligence (AI) and no-code development emerges as a transformative force. In this article we delve into the synergy of AI and no-code tools, unveiling a comprehensive guide on crafting an Insurance Agent App designed to empower insurance professionals and elevate client experiences. From secure user authentication to streamlined claims processing and enhanced client communication, we cover essential features and provide a step-by-step approach to building a robust Insurance Agent App. Explore a sample data model and entity relationship diagram (ERD) to visualize the app’s functionality.

What Does the App Do?

  • User Authentication:

Securely manages login credentials for insurance agents and clients.

  • Policy Management:

Enables agents to create, edit, and manage insurance policies. Provides a centralized repository for policy details.

  • Claims Processing:

Facilitates the submission, review, and tracking of insurance claims. Automates workflows for a faster and more accurate process.

  • Client Communication:

Supports direct communication between agents and clients. Allows for updates, notifications, and response to client inquiries.

Who is the App For?

  • Insurance Agents:

The primary users are insurance agents who use the app to manage policies, process claims, and communicate with clients.

  • Clients:

Clients benefit from the app by receiving timely updates on their policies, submitting claims efficiently, and communicating with their insurance agents.

Benefits of the App:

  • Increased Efficiency:

The app streamlines and automates various tasks, saving time for insurance agents and enhancing overall workflow efficiency.

  • Improved Client Experience:

Clients benefit from a more transparent and responsive communication channel, leading to a better overall experience with their insurance provider.

  • Data Accuracy and Centralization:

Centralizing data reduces the risk of errors and ensures that all stakeholders have access to accurate and up-to-date information.

  • Faster Claims Processing:

Automation in claims processing leads to quicker resolution times, improving customer satisfaction and reducing administrative burdens on agents.

  • AI-Driven Insights (if applicable):

If AI features are incorporated, the app can provide agents with valuable insights for better decision-making and offer personalized recommendations to clients.

How to Build the App

Step 1. Define the Purpose and Features of Your App:

Identify the Target Audience:

Understand who will use your app. It might be insurance agents, clients, or both. Knowing your audience helps tailor the app’s features and user experience.

List Key Features:

  • User Authentication:

Secure login for insurance agents and clients.

  • Policy Management:

Create, edit, and manage insurance policies.

  • Claims Processing:

Submit, review, and update the status of insurance claims.

  • Client Communication:

Features for agents to communicate with clients, send updates, and respond to inquiries.

Step 2. Choose a No-Code App Builder:

  • Research and Choose a Platform:

Explore the features of different no-code app builders. Consider factors like ease of use, available templates, scalability, and pricing.

Step 3. Design the User Interface:

  • Wireframe Your App:

Use tools like Figma, Sketch, or the built-in design features of your chosen no-code platform to create wireframes for each screen.

  • Ensure User-Friendly Design:

Prioritize a clean and intuitive design. Consider user flow and navigation. No-code platforms often provide drag-and-drop UI elements.

Step 4. Build Data Models:

  • Define Data Structure:

Identify entities such as User, Policy, Claim, and define the attributes for each. No-code platforms typically have a visual interface for defining data models.

Step 5. Implement User Authentication:

  • Set Up User Authentication:

Utilize the authentication features of the no-code platform to create secure login processes for insurance agents and clients.

Step 6. Develop Core Functionality:

  • Policy Management:

Implement features for adding, editing, and managing insurance policies. Use form builders for data input and database integration for storage.

  • Claims Processing:

Create forms for submitting claims, and design workflows for agents to review and update claim statuses. Leverage automation features provided by the no-code platform.

  • Client Communication:

Integrate messaging or notification features for agents to communicate with clients. Use built-in communication tools or third-party integrations.

Step 7. Test Your App:

  • Quality Assurance:

Test your app thoroughly. Check all functionalities, including form submissions, database interactions, and user flows. Perform cross-browser and cross-device testing.

Step 8. Deploy Your App:

  • Choose a Hosting Solution:

Deploy your web app on a hosting solution. Many no-code platforms offer hosting, or you can choose external services like AWS, Heroku, or Netlify.

Step 9. Monitor and Update:

  • Monitor Performance:

Use analytics tools to monitor user engagement, identify popular features, and detect any performance issues.

  • Iterate and Improve:

Based on user feedback and analytics, iterate on your app. Add new features, fix bugs, and continuously improve the user experience.

Step 10. Market Your App:

  • Create a Marketing Plan:

Develop a strategy for promoting your app. Utilize digital marketing channels, social media, and content marketing to reach your target audience.

Step 11. Provide Support and Maintenance:

  • Customer Support:

Set up channels for customer support, such as email, chat, or a knowledge base, to address user inquiries.

  • Regular Maintenance:

Schedule regular maintenance to keep your app up-to-date with security patches and feature enhancements. Stay responsive to user needs.


Remember, the specific steps and features will depend on the capabilities of the chosen no-code platform. Always refer to the platform’s documentation and community resources for guidance.

Sample Data Model:



  • User ID (Auto-generated)
  • Username
  • Password (Encrypted)
  • Full Name
  • Email
  • Role (e.g., “Insurance Agent,” “Client”)



  • Policy ID (Auto-generated)
  • Policy Number
  • Policy Holder (Link to User)
  • Coverage Type (e.g., “Auto Insurance,” “Home Insurance”)
  • Premium Amount
  • Start Date
  • End Date
  • Status (e.g., “Active,” “Expired,” “Pending Approval”)



  • Claim ID (Auto-generated)
  • Policy (Link to Policy)
  • Claimant (Link to User)
  • Date Filed
  • Claim Status (e.g., “Pending Review,” “Approved,” “Denied”)
  • Claim Amount
  • Description
  • Documents (File attachments or links)

Communication (Optional):


  • Communication ID (Auto-generated)
  • Sender (Link to User)
  • Receiver (Link to User or Policy Holder)
  • Date
  • Message Content


  • Each Policy is associated with a Policy Holder (User).
  • Each Claim is linked to a specific Policy and Claimant (User).
  • Communication entries can be associated with specific Users or Policy Holders.

Entity Descriptions:

  • User:

Represents individuals using the system, including both insurance agents and clients.

  • Policy:

Represents insurance policies issued to clients. Each policy is associated with a specific Policy Holder (User).

  • Claim:

Represents insurance claims filed by clients. Each claim is associated with a specific Policy and Claimant (User).

  • Communication (Optional):

Represents communication records between users or with policyholders. This can include messages, updates, or notifications.


This is a basic structure, and you may need to expand it based on additional features or requirements. For example, you might include more detailed information within each entity, such as coverage details for policies, additional information for claim processing, or more attributes for communication records. Additionally, consider adding fields for timestamps to track when records are created or updated. Adjust the model according to your specific use case and the capabilities of the chosen no-code app builder.

Entity-Relationship Diagram (ERD)

Creating an Entity Relationship Diagram (ERD) visually represents the relationships between different entities in your data model. Here’s a simplified ERD based on the sample data model:

This diagram represents the relationships between the User, Policy, and Claim entities:

  • One User can have multiple Policies (1 to N relationship between User and Policy).
  • One Policy Holder (User) can have multiple Policies (1 to N relationship between User and Policy).
  • One Policy can have multiple Claims (1 to N relationship between Policy and Claim).
  • One Claimant (User) can file multiple Claims (1 to N relationship between User and Claim).

Please note that this is a basic representation, and depending on the specific requirements of your insurance agent app, you may need to adjust the relationships or include additional entities and attributes in your ERD.


As the insurance landscape continues to evolve, embracing technology becomes not just an option but a strategic imperative. The Insurance Agent App stands as a testament to the potential of AI and no-code tools in shaping the future of the insurance industry, offering a glimpse into a more streamlined, responsive, and client-centric approach to insurance services.

The agent app powered by AI and No-Code Technology addresses the needs of insurance professionals and clients by providing a centralized platform for policy management, claims processing, and communication. The app’s streamlined processes and potential AI features contribute to increased efficiency, improved customer experiences, and better decision support for insurance agents.

Planet Crust’s AI-powered no-code app builder, Aire, lets users create custom record-based apps directly from text prompts, including Insurance Agent, Policy Management, Claims Management, Underwriting Assessment, Compliance and Reporting, Claims Fraud Detection, Reinsurance Management, Claims and Performance Analytics and more. Users can further customize the AI build with easy-to-use no-code tools, access pre-built apps add connectors and deploy the app in their own instance on the Corteza platform. We’ll be launching Aire soon! Join the waiting list to get first access.

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