Feathery

Extraction carries the model work, pulling structured values out of documents, emails and voice recordings so a submission or onboarding packet is prefilled rather than rekeyed, with a plain language assistant composing workflows above it. A configurable forms, logic and integration engine, the company's origin, would keep running without either.

Approvals, routing and collaborative review keep accountable people on each submission, and a workflow described to the Robin assistant is generated for review and approval before deployment. Extraction itself carries no published threshold, sampling rule or exception route.

Accuracy for extraction, the figure that matters here, is unpublished, along with exception rates by document type and confidence scoring behavior. Model documentation, an evaluation method and support for a customer's own validation are absent too.

Account openings at Sequoia Financial Group run 45 percent faster, The Baldwin Group cut benefits guide creation from 16 hours to 30 minutes, and Banner Life reports doubled conversion, each with named staff quoted. None of the figures carries a period, baseline or method.

Improving the services, including research and product development, is a permitted use under the privacy policy, and whether submissions train models or inform a decisioning layer sold to others is not said. Carriers competing for the same risks and advisers competing for the same households both use the platform.

Submitted data is encrypted with AES 256 and can be discarded automatically after a period the customer chooses, per the product security page. Its privacy policy, effective April 14, 2024, applies to the platform, but it never says whether Feathery acts as processor for the data its customers collect.

SOC 2 Type II appears on the homepage and the security page describes regular penetration testing, with detailed reports available from support on request. Neither an audit period nor a trust portal is given, so the report has to be requested.

Health privacy and data protection compliance is claimed for Feathery's own processing, but no position is stated on the regulated processes its workflows sit inside. Account opening falls under securities rules and claims notification under state insurance supervision, and those obligations stay with the firm.

Next best action recommendations and insights across a book of business feed underwriting and advisory work, which engages unfair discrimination duties for carriers and suitability for advisers. Bias testing, demographic analysis and accuracy evidence for those recommendations are unpublished.

Misread limits, premiums or loss descriptions flow into bound policies or client accounts and can surface months later at a claim, yet no accuracy commitment, remediation term or correction route is published. Audit logs record account activity rather than extraction outputs, and privacy rights are framed for account holders, not the insured whose document was read.

AWS, Stytch and Stripe are named service providers, covering hosting, authentication and billing rather than models. Voice transcription, extraction and the Robin assistant run on providers that are never identified, and no subprocessor list is published.

Salesforce, Guidewire and Fidelity sit among more than 150 named connections, with developer documentation at docs.feathery.io and output reaching document generation and electronic signature. Production depth for the policy administration and custodial connections is not confirmed by any marketplace listing.

Hosting can sit in the United States, European Union, Canada or Australia, with data sovereignty on the Business plan and private network enforcement among access controls. An on premises or customer hosted option is not described, and the tenancy model is unpublished.

A Free plan at $0 allows 500 monthly submissions, 5 live forms and one seat, while Growth and Business plans carry custom prices metered on monthly submissions per unique user. How AI extraction, the Robin assistant and the decisioning layer are charged is not stated.

Wealth firms, carriers and brokers each get a distinct workflow set, from account opening and adviser transitions to submission intake and policy checking, with named customers in each. The material is organized by use case rather than maintained per institution type.