Custom Financial Reporting 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 Financial Reporting Software
Our financial reporting software is precisely designed for Insurance Agents, ensuring that your specific needs are met with precision. Unlike generic solutions, this custom tool adapts to the complex landscape of insurance finance, providing clear insights and simplifying report generation. Tailored reporting dimensions allow for accurate tracking and analysis, benefiting your business with precise data management and time-saving automation. Opt for a solution crafted for your professional environment—choose our financial reporting software.
Get the financial reporting you need, tailored to the way Insurance Agents work
Simplify financial reporting: tailored software for Insurance Agents to efficiently manage finances, policies, and compliance with precision and ease.
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 financial reporting software
We combine our flexible no code platform with vetted agency partners to deliver professional custom financial reporting software for Insurance Agents, on time and on budget.
Insurance Agents Financial Reporting Software—Your Way.
An all-in-one financial reporting tool that has everything Insurance Agents need.
Centralize financial reports for quick access and focused insurance portfolio management. Save time and enhance decision making.
Integrate with spreadsheets and SQL databases for consistent and up-to-date financial reporting.
Optimized for all devices, our software ensures easy financial reporting on the go—no additional setup needed.
Design tailored workflows to simplify routine tasks and manage intricate processes, optimizing your insurance business operations.
Tailor user access with flexible roles and permissions to ensure data security and operational integrity.
Robust encryption and strict adherence to industry-wide security protocols protect your financial records.
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.”
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CarboNet
“The enterprise management system we built with Glide has reduced our IT spend by 40%—and saves us dozens of hours each week.”
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Innovative Logistics Group
“Since adopting Glide, we doubled our carrier capacity and generated $1 million in new sales.”
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