Underwriting and policy submission workflows

Optimize time-to-quote and time-to-proposal by automating the processing of documents and client data.

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Automate manual data collection and workflows

Automate underwriting and policy submission workflows with a unified system for collecting, processing, & routing data to AMS systems, carrier portals, and more. Generate document templates, approve requests, and integrate with any system of record.

Intelligently extract info from documents

Feathery extracts necessary fields from any data provided by prospects, such as emails and existing policy PDFs, and fills out carrier/syndicate PDFs, forms, and portals.

Integrate seamlessly

Merge Feathery with popular insurance software solutions, ensuring that data flow and operations remain streamlined. Whether it's for policy analysis or underwriting applications, our forms adapt to fit your workflow.

Enhanced security & compliance

Feathery prioritizes data protection and follows security best practices. They are SOC 2, GDPR, CCPA, and HIPAA compliant. Feathery offers flexibility around data storage and retention policies as well.

Comparative Quote & Policy Analysis for Brokers

Feathery can analyze carrier quote, policy or schedule documents and data from your AMS and CRM to generate branded reports for clients comparing premium variances, coverage gaps, inconsistencies and more.

Comparative Policy Analysis

Featured Insurance Templates

Insurance Quote Template (Lemonade)

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