Empower your teams with FlowForma's AI-powered process automation platform, designed for insurers to streamline complex workflows, minimize manual errors, and accelerate claims processing.
FlowForma's AI-powered process automation platform transforms how insurance organizations manage claims, underwriting, and policy administration. By leveraging AI for process creation, intelligent decision-making, and workflow optimization, FlowForma empowers insurers to reduce manual effort, accelerate service delivery, and drive greater operational efficiency — all while ensuring full regulatory compliance.
What sets FlowForma apart for insurers is its truly 100% no-code functionality, enabling teams to rapidly digitize processes across claims, underwriting, and policy servicing. Its seamless integration with existing core systems and ability to draw data from multiple sources ensures a connected, streamlined experience across all business functions — from front-line operations to back-office processing.
Whether it's new policyholders, brokers, or third-party vendors, the onboarding process in insurance is often complex, time-consuming, and prone to manual errors. By leveraging process automation, insurers can streamline onboarding workflows, reduce repetitive administrative tasks, and deliver a faster, more consistent experience.
FlowForma’s no-code process automation simplifies compliance by embedding built-in audit trails and controls directly into workflows. Every action taken is fully traceable, providing a transparent, tamper-proof record that makes it easy to demonstrate compliance.
From claims approvals to underwriting decisions and policy endorsements, approval workflows in insurance are critical but often slow and manual. With FlowForma’s AI-powered Copilot, insurers can quickly create and customize approval processes that align with their specific business rules and compliance requirements.
With FlowForma, insurance companies can efficiently manage customer service requests like policy updates, beneficiary changes, or coverage inquiries. The no-code platform allows customers and staff to submit requests digitally, triggering automated workflows that route and track each task until completion.
FlowForma helps insurers streamline incident reporting by digitizing the submission and tracking of claims-related events such as accidents, property damage, or liability issues. Internal teams and customers can quickly log incidents, which are then automatically routed to the right departments for assessment and resolution.
Managing policy renewals in insurance can be complex, involving multiple stakeholders, documents, and approval steps. FlowForma simplifies the renewal process by enabling insurers to track key dates, automatically send reminders, and streamline internal approvals — all within a single, no-code platform.
"We didn’t have to go off and buy infrastructure; we could pretty much slot it into the systems we had but it gave us much greater control.
Customization within FlowForma Process Automation is far better than anything we have had previously. It gives us a platform to help the business make their jobs easier and my job easier.”
Robbie Molloy
Product Manager
FlowForma is the tool for rapid digitalization, 5 times faster than other low code tools.
Exchange data and documents across thousands of other systems
Remove manual documents and replace them with elegant templates.
Work smarter, faster, and more efficiently with advanced AI assistants.
Analyze your business data with as much granularity as you need for effortless reporting and decision-making.
Offset risk exposure with FlowForma, empowering decision-makers with a comprehensive view of risks.
Enhancing compliance and operational excellence.
Experience the future of AI-powered process automation for financial services
Overcoming paperwork bottlenecks
Protecting information assets in a secure environment.
2025 Guide To Process Automation In Financial Services