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

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.

Automate your end-to-end
quoting workflow

1
Prefill customer data from
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)

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

Fill Carrier Submission PDFs

  • Leverage Feathery’s vast library of carrier submission PDFs
  • Upload any custom submission PDF template