Ai Form Copilot
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Overview
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
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🔐 Security Analysis
This extension hasn't been security-scanned yet.
