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AI-Powered Data Intake
for Financial Services
End-to-end agentic workflows to automate
client onboarding & risk assessment
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Over 10 million + submissions served
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Built for financial services
Insurance
AI-powered submission intake & analysis
Automated comparative policy analysis & guide generation
reduced time-to-quote
hours saved from operational improvements
Accept & analyze quote submissions in any format, including direct broker submissions, emails, policies, loss runs, and more.
Feathery analyzes multiple policy documents and AMS records (e.g. Epic) to generate comparison reports for customers.
Collect & process prospect data and auto-fill any insurance document or web portal.
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“Feathery transformed our client onboarding and document intake process. It's been a complete game-changer for our team and across the entire firm.”
Powerful vertical integrations
Bi-directional connections with hundreds of
industry-specific platforms
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Enterprise-grade features
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Beautiful visual layouts
Our intuitive editor lets you build any visual layout that you could write with code.
Powerful logic
Conditional flow navigation, custom API connections, validation rules, and complex field calculations.
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Flexible workflows
Collaborate on forms, build approval flows, generate PDFs & other documents, and collect e-signatures
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Structured design systems
Set up reusable styles, components, and more. Seamlessly fit your form with your app.
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HIPAA compliant form builder
Intake PHI through the HIPAA compliant form builder.
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Flexible developer API
A powerful developer SDK for maximum access and control over embedded forms.
Beautiful visual layouts
Our intuitive editor lets you build any visual layout that you could write with code.
Powerful form logic
Conditional flow navigation, custom validation rules, and powerful field calculations
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Fully customizable fields
Configure granular field behavior, validation rules, and most CSS properties.
Create a design system
Set up reusable styles, components, and more. Seamlessly fit your form with your app.
Drafts and previews
Experiment with different form setups without needing to publish.
Flexible developer API
A powerful developer SDK for maximum access and control over embedded forms.
SOC 2 Type 2 Certified
Feathery is built from the ground up with security in mind. We’ve gone through the rigorous process to be SOC 2 certified. Our report is available by contacting [email protected]
HIPAA Compliant
Collect sensitive healthcare data with a secure and HIPAA compliant form builder. Have questions about compliance with Feathery? Email us at [email protected]
Start building today
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