Custom Budgeting software for Insurance Agents
Glide Solutions delivers tailor-made apps for Insurance Agents in weeks—so you get exactly what you need, when you need it.
Trusted by over 100,000 high-performing companies
Why Insurance Agents Need Budgeting Software
Our budgeting software is precisely designed for Insurance Agents, ensuring that every financial scenario specific to the industry can be anticipated and efficiently managed. Unlike generic solutions, our platform addresses the unique challenges and opportunities of insurance sales, enabling agents to manage their finances with precision and clarity. This custom approach offers agents a clear advantage in financial planning, setting the stage for stable growth and informed decision-making.
Get the budgeting you need, tailored to the way Insurance Agents work
Simplify budget management, analyze financial trends, and optimize spending with our tailored budgeting software for insurance agents.
Get a free quoteFully Managed Service
Glide partners with your team from scoping to rollout, ensuring regular check-ins and communication throughout the process.
Rapid Development
Get a custom app tailored to your needs in weeks. Iterate and ship changes same day.
Modern Design
Glide apps are beautiful and easy-to-use on mobile and desktop—ensuring your users will love their experience on any device.
A new paradigm for bespoke budgeting software
We combine our flexible no code platform with vetted agency partners to deliver professional custom budgeting software for Insurance Agents, on time and on budget.
Insurance Agents Budgeting Software—Your Way.
An all-in-one budgeting tool that has everything Insurance Agents need.
Centralize financial management for efficient tracking and focused insurance portfolio oversight. Access data quickly without hassle.
Integrate with your spreadsheets and SQL databases to ensure consistent, up-to-date financial data across platforms.
Optimized for all devices, our budgeting software provides a consistent, responsive experience wherever you work.
Design tailored workflows to simplify routine tasks and manage intricate processes, optimizing your insurance business operations.
Tailor access and privileges within the software for each team member using configurable roles and permissions.
We protect your financial information with strong security measures and strict adherence to cyber safety protocols.
How it works
Here’s how we scope, build, and deploy your solution in weeks—not months.
1
Kickoff in days
Meet with the Glide team and a handpicked agency partner to discuss your goals and receive a detailed project proposal.
2
Build in weeks
Your agency partner designs and builds your app, incorporating your feedback and providing updates with a Glide Customer Success Manager.
3
Launch and iterate whenever
We launch your fully tested custom app, providing ongoing maintenance and support throughout your app's lifecycle.
Glide is rated 4.7/5 stars on 600+ G2 reviews.
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Our team is your team
Glide Solutions is a new type of development partnership built for your success.
We make software simple
We carefully select the best Agency Partner for your project and provide milestones, check-ins, and support from start to finish.
We are masters of our craft
We leverage years of experience gained from helping 100,000+ companies build and scale custom software.
We work with top agencies
Many of the world's top agencies choose Glide to build apps, backed by a community of 4,500+ Experts.
Meet the companies working
more efficiently with Glide
See why they chose Glide
Mercury
“Thanks to our Glide app, we scaled the number of founders we work with by 5x.”
Read their story
CarboNet
“The enterprise management system we built with Glide has reduced our IT spend by 40%—and saves us dozens of hours each week.”
Read their story
Innovative Logistics Group
“Since adopting Glide, we doubled our carrier capacity and generated $1 million in new sales.”
Read their storyMercury
“Thanks to our Glide app, we scaled the number of founders we work with by 5x.”
Read their storyCarboNet
“The enterprise management system we built with Glide has reduced our IT spend by 40%—and saves us dozens of hours each week.”
Read their storyInnovative Logistics Group
“Since adopting Glide, we doubled our carrier capacity and generated $1 million in new sales.”
Read their storyCustom Budgeting Software for
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