AI Form Copilot

AI-powered insurance form filling - Auto & Commercial

AI Form Copilot is a productivity tool for insurance professionals that dramatically reduces quote entry time by automatically filling carrier websites from your CRM data. KEY FEATURES ✅ Direct CRM Integration - Fetch client, driver, and vehicle data directly from your agency CRM ✅ One-Click Auto-Fill - Fill Progressive FAO and GEICO forms instantly ✅ Multi-Driver Support - Handles quotes with multiple drivers and vehicles ✅ Secure - CRM credentials stored server-side, never in the browser ✅ Team Ready - Centralized server means no individual API keys needed SUPPORTED CARRIERS - Progressive ForAgentsOnly (FAO) - GEICO Agent Portal HOW IT WORKS 1. Open a carrier website (FAO or GEICO) 2. Click the extension icon 3. Enter your CRM submission ID or search by client name 4. Click "Fill FAO" or "Fill GEICO" 5. Review and submit your quote TIME SAVINGS Before: 15-20 minutes of manual data entry per quote After: 30 seconds to fill all fields