Life Application

Templates

Life Application

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Insurance

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Datapoint

Description

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Full Name

Captures the applicant's full legal name for identity verification.

Date of Birth

Returns the applicant's birthdate to determine age-based eligibility and pricing.

Gender

Identifies the applicant's gender, which may impact underwriting.

Social Security / SIN

Extracts the applicant's government-issued identification number (e.g., SSN or SIN).

Phone Number

Returns the primary contact number provided by the applicant.

Email Address

Captures the email address used for digital communications and policy delivery.

Home Address

Extracts the full residential or mailing address of the applicant.

Policy Type

Specifies the requested insurance product (e.g., Term Life, Whole Life, Universal Life).

Requested Coverage Amount

Returns the desired face amount or death benefit (e.g., $250,000).

Policy Term

Indicates the chosen term length if applying for term life (e.g., 10, 20, or 30 years).

Premium Payment Frequency

Describes the intended payment mode (monthly, quarterly, semi-annually, annually).

Primary Beneficiary Name(s)

Lists the legal name(s) of the individual(s) or entity(ies) designated to receive the death benefit.

Beneficiary Relationship

Describes each beneficiary's relationship to the applicant (e.g., spouse, child).

Tobacco or Nicotine Use

Identifies whether the applicant uses tobacco/nicotine products and usage details.

Height and Weight

Returns self-reported physical stats used for build classification in underwriting.

Current Medical Conditions

Lists any disclosed chronic or serious health conditions (e.g., diabetes, heart disease).

Prescription Medications

Captures the names of current medications taken regularly by the applicant.

Family Medical History

Includes notable hereditary health risks (e.g., cancer, heart disease) in immediate family.

Occupation

Returns the applicant's current job title or employment role.

Hazardous Activities

Reports if the applicant engages in risky activities (e.g., flying, scuba diving, racing).

A life insurance application collects detailed applicant information to support eligibility, underwriting, and policy issuance. Feathery’s AI automatically extracts structured data including personal identifiers, contact details, and policy preferences such as coverage amount, type, term length, and premium payment frequency. It also captures beneficiary designations, health and medical disclosures, and lifestyle factors such as tobacco use, current conditions, family medical history, and high-risk activities.

This automation streamlines the application process by reducing manual data entry, ensuring accurate risk assessment, and accelerating underwriting decisions. By digitizing applicant and policy request details, Feathery helps insurers deliver faster quotes, improve compliance, and create a smoother onboarding experience for applicants and beneficiaries.

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