FlowForma Process Automation
Revolutionize Your Business Processes.
Overview
FlowForma is a no-code, AI-powered process automation platform designed for business users to digitize workflows. In the insurance sector, it empowers underwriting teams to automate and optimize their processes for submissions, risk assessment, and decision-making without needing to write any code. By using an intuitive interface, underwriters can create and modify workflows, forms, and business rules, ensuring agility and rapid deployment. Its AI capabilities, including AI Copilot and Agentic AI, further enhance the process by assisting with workflow creation and decisioning.
✨ Key Features
- 100% No-Code process automation
- AI Copilot and Agentic AI for workflow creation and decisioning
- Drag-and-drop form builder
- Configurable business rules and workflows
- Integration with Microsoft 365 and other systems
- Mobile-friendly for remote access
🎯 Key Differentiators
- 100% no-code approach, empowering business users
- Rapid deployment and time-to-value
- Deep integration with the Microsoft 365 ecosystem
- Focus on process governance and collaboration
Unique Value: Empowers underwriting teams to automate their own processes quickly and easily using a no-code platform, dramatically reducing reliance on IT and accelerating digital transformation.
🎯 Use Cases (4)
✅ Best For
- Enabling business users at Aon and Marsh McLennan to automate their own processes
- Rapidly digitizing paper-based insurance workflows
- Improving efficiency and visibility in underwriting operations
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Companies needing a full-fledged core policy administration system
- Insurers requiring deep, complex AI for risk scoring out-of-the-box
🏆 Alternatives
Unlike developer-focused low-code platforms like Appian or Pega, FlowForma is designed for business users, making it faster and easier to adopt for departmental workflow automation. Compared to basic form builders, it offers more powerful workflow and rules capabilities.
💻 Platforms
✅ Offline Mode Available
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (SureStart program tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
Free tier: N/A
📊 Market Info
Customers: 200+
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