Chat agent integration

FormFlow can meet your users wherever they already are. Our chat agent can be embedded directly into other SaaS platforms, giving brokers or clients a conversational way to submit information without ever leaving the environment they're working in.

The chat agent understands natural language, asks clarifying questions when needed, and processes submissions in real time using FormFlow's extraction engine. The data flows seamlessly into your underwriting pipeline, structured and ready to action.

This makes FormFlow invisible to the end user — they just have a conversation, and the submission gets handled automatically on your side.

Special integration with Insly Ledger

For users of Insly Ledger, we've built a deeper level of integration. Once a submission is processed and a quote is generated, the agent can navigate the user directly to the quote within the Ledger UI.

The agent can review quote fields in-browser and suggest edits where needed. It can also work with the user to add any additional information to the quote, all through natural conversation.

The result is a completely unified experience — brokers submit, review, and refine quotes without switching tools or waiting for back-and-forth emails.

For a demo or information on how to set this up, please reach out to us. Agentic experiences are available on L and Enterprise plans, and require an Insurance Copilot licence.