Automate the operations behind every application, submission, and account
The AI operations platform for insurance and wealth teams, built on the systems you already run.
Trusted by operations teams at carriers, MGAs, brokers, RIAs, and broker-dealers
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Results from teams running on Feathery
2x+
higher conversion on Banner Life's insurance applications
45%
faster account openings at Sequoia Financial Group
16 hrs to 30 min
to build a benefits guide at The Baldwin Group
10M+
workflows processed on Feathery
How Feathery works
Every submission, application, and new account follows the same three steps.
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What comes in
Applications, ACORD forms, loss runs, custodial statements, emails, and client calls.
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What Feathery does
Extracts every field with its source, applies your rules, routes the work, and sends exceptions to your team.
Where it goes
Your CRM, custodian, or policy system, plus finished documents and e-signature.
Built for insurance and wealth teams
Go beyond point solutions. Feathery is built for the compliance requirements, data formats, and systems that carriers, brokers, RIAs, and broker-dealers run on.
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Carriers & MGAs
higher conversion on Banner Life's insurance applications
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Brokers & Wholesalers
faster benefits guide creation at The Baldwin Group
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Wealth
faster account openings at Sequoia Financial Group
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Trusted by teams
who can’t afford to be slow
Hear from the carriers, brokers, and wealth firms running on Feathery
Trusted to power critical workflows
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Tell Robin what you need. It handles the rest.
Robin, Feathery's AI operations assistant, turns a plain-language request into a working workflow, with the forms, logic, integrations, and document flows ready for your review. Once it's live, ask Robin questions, surface insights across your book of business, and flag exceptions before they become problems.
New: creates and edits files
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New: follows your team's processes
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New: remembers how you like to work
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Security your team can sign off on
Security and compliance are built into how Feathery works, with a person reviewing anything the AI isn't sure about.
See how Feathery handles security and compliance →SOC 2 Type II
Independently audited controls your security team can review.
HIPAA
Protected health information in benefits, life applications, and claims stays protected.
GDPR
Personal data handled to GDPR requirements, wherever your clients are.
Full audit trail
Every extracted value shows its source, and every action is logged.
See Feathery run your workflow
Bring one process. We'll show you how it runs in Feathery, live, with your documents and systems.
SOC 2 Type II • HIPAA • GDPR • 150+ integrations
