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Auto-fill carrier PDFs and portals
Prefill customer data from a CRM (ex: Salesforce), AMS (ex: Epic), and uploaded documents (ex: policies, past submission PDFs, etc)
Create a digital form for any carrier submission PDF
Map collected data to any carrier submission PDF
Fill carrier portals with Feathery’s browser extension
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Trusted by leading organizations worldwide
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Automate any form workflow
Collaborate on forms, build approval flows, generate PDFs and collect e-signatures
- Collaborate on forms, build approval flows, generate PDFs & other documents, and collect e-signatures
- Extract and centralize information from existing documents using Feathery AI.
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Automate your end-to-end
quoting workflow
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1
Prefill customer data from
a CRM, AMS (ex: Epic)
a CRM, AMS (ex: Epic)
2
Document intelligenceon uploaded PDFs (ex: policies, past submission PDFs, etc)
3
Review, edit and approve
4
Send data to carriers in any format: fill PDFs, carrier portals and APIs
Integrations
Feathery can integrate with any of your existing systems and APIs such as:
- Agency Management Systems (Epic, Vertafore, etc)
- CRMs (Salesforce, Zoho, Radiusbob, etc.)
- Document storage (Google Drive, SFTP, Egnyte)
- Data warehouses (Snowflake, Databricks, etc)
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Document intelligence
- Extract data from any policy or quote document (ex: PDFs, CSVs, images)
Fill Carrier Portals
- Fill any carrier portal with customer data using Feathery’s browser extension
- Automatically fit customer data into the specifications of each carrier portal
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Fill Carrier Submission PDFs
- Leverage Feathery’s vast library of carrier submission PDFs
- Upload any custom submission PDF template
Start building today
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