Insurance

Feathery

AI-powered data intake platform for financial services — automates client onboarding, document processing, and risk assessment.

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feathery.io

Verified API available Works with Integrately · Zapier Free tier ~1.5k monthly visits

Quick facts
What is it	AI-powered data intake platform for financial services — automates client onboarding, document processing, and risk assessment.
Pricing	Freemium
Free tier	Yes
Platform	Web Application
API	Yes
Works with	Integrately, Zapier
Best for	automating client onboarding workflows, processing insurance policy submissions
Domain registered	2019

Data updated Aug. 1, 2026

What does Feathery do?

Feathery is an AI-powered data intake platform specifically designed for financial services. It automates client onboarding, document processing, and risk assessment workflows through intelligent form building and document analysis. The platform handles various submission formats including direct broker submissions, emails, policies, and loss runs, making it a comprehensive solution for financial data collection.

The platform uses AI to analyze multiple policy documents and generate comparison reports, automatically filling insurance documents and web portals with collected data. It integrates with hundreds of industry-specific platforms like Salesforce, HubSpot, Plaid, Fidelity, and DocuSign, creating bi-directional data connections that streamline financial operations. Feathery includes e-signature capabilities and a central submission queue for tracking all client applications in one place.

Financial institutions, insurance companies, and wealth management firms benefit most from Feathery. It helps reduce time-to-quote by 60% and accelerates account opening by 80%, saving thousands of hours in operational efficiency. Real-world use cases include automated underwriting data intake, comparative policy analysis, and streamlined wealth management account transitions, making it particularly valuable for organizations handling complex financial onboarding processes.

finance Insurance

#client onboarding#data-intake#document ai#e-signature#financial-onboarding#financial services#risk assessment#workflow automation

Key features

What makes it stand out

AI-powered document analysis for submissions, policies, and loss runs

Automated data enrichment and connection to hundreds of financial platforms

Document autofill and e-signature integration for seamless processing

Custom workflow builder for financial onboarding and intake processes

Central submission queue for managing and tracking all client applications

Who is Feathery for?

Who benefits most from this tool

automating client onboarding workflows

processing insurance policy submissions

opening new investment accounts

Pricing

Free tier available — start without a credit card

Free

5 live forms
10MB file upload size
500 monthly submissions
Unlimited questions
Unlimited seats
Unlimited pages & conditions
Unlimited styles & components
500 monthly submissions
5 live forms
10MB file upload size limit
Unlimited developer library
Partial submissions
Remember user progress
Standard integrations

Growth

Custom

Custom live forms
Custom file upload size
Custom monthly submissions
Custom monthly submissions
Custom live forms
Custom file upload size
Remove Feathery branding
Custom SEO metadata
Custom HTML & CSS
Custom subdomain
CAPTCHA verification
A/B testing & analytics
Logic & API connectors
Standard integrations
Stripe payments
Salesforce
SMS one-time passcodes
Plaid, Alloy, LexisNexis
Firebase & Stytch auth
Other premium integrations
SOC 2
GDPR
Priority email & live chat

Business

Custom

Everything in Growth, plus:

Custom live forms
Custom file upload size
Custom monthly submissions
Custom monthly submissions
Custom live forms
Custom file upload size
Custom DNS domain
Role-based access controls
Single sign-on
Audit logs
White label editor
Unlimited workspaces
HIPAA
Data sovereignty
Custom form services

Trust & presence

Domain Domain registered 2019

Gallery

Click any image to enlarge

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