AI Form Copilot

AI-powered insurance form filling - Auto & Commercial

AI Form Copilot is a productivity tool for insurance agents that cuts quote entry time by filling carrier quoting websites directly from your agency CRM. KEY FEATURES ✅ Direct CRM Integration – Loads the client, drivers, and vehicles for a submission straight from your agency CRM ✅ One-Click Carrier Fill – Fills the current quote page with a single click ✅ AI Smart Fill – Learns each carrier page's fields automatically and adapts when the carrier changes its site ✅ Multi-Driver & Multi-Vehicle – Fills every driver and vehicle, including second drivers, spouses, and household members ✅ Verified Fills – Every field is checked after filling: green means confirmed, amber means review it before continuing ✅ Stays Loaded – The submission stays available for 30 minutes across all pages of the quote ✅ Secure – CRM credentials live on the agency server, never in the browser ✅ Team Ready – One shared server, no individual API keys SUPPORTED CARRIERS - Progressive (ForAgentsOnly / PLQuote) - GEICO Agent Portal - Kemper Auto - Mercury - National General HOW IT WORKS 1. Open the submission in your CRM and choose a carrier, or open the carrier site and click the extension icon 2. Enter the submission number or search by client name (or it loads automatically from the CRM) 3. On each quote page, click "Fill <Carrier>" or "AI Smart Fill" 4. Review the green and amber fields, correct anything flagged, and continue Built for E&L Insurance Services. Requires a connection to the agency's Copilot server.