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Automate comparative policy analysis
Extract data from carrier policy and quote PDFs and APIs
Compare extracted data with automated no-code calculations
Generate comparative proposals with your firm’s branding and update your AMS/CRM
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 comparative policy workflow
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1
Upload Quote or Policy PDFs from any carrier, or pull data from your AMS/CRM.
2
Document intelligence on uploaded PDFs including calculations comparing extracted data
3
Review, edit and approve extracted data
4
Generate comparative proposals with your firm’s branding and update your AMS/CRM
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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Generate Comparative Policy Proposals
- Import any existing PDF, Word or Excel template with your firm’s branding and Feathery can fill it with comparative policy data
- Export proposals in any format: PDF, Word or Excel
- Conditionally show/hide different pages of a proposal
Document intelligence
- Extract data from any policy or quote document (ex: PDFs, CSVs, images)
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Start building today
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