Integration process

Lightweight JavaScript. Insurance expertise. Value on day 1.

Get integrated in weeks, not quarters, with a dedicated team guiding the process. Your developers install ForMotiv’s JavaScript directly on your website, and we bring nearly a decade of insurance expertise and proven best practices to point the intelligence at the business problems worth solving first.

Drag the ForMotiv JS into the page’s <head>, or press it to install.Conceptual snippet · not the real script

yourinsuranceapp.com/quoteNot installed
<head>
Drop ForMotiv JS here
</head>
YourInsuranceApp

This form works, but nothing is observed until ForMotiv JS is installed.

ForMotiv · live session
0events
0screens
0answer edits
0pauses

    Events describe interaction only. The answers you enter are never shown or captured. Nothing leaves this page.

    Method Lightweight JavaScript

    Installed directly on your website.

    Performance Zero performance degradation

    Your applicants’ experience stays as it is.

    Timeline Weeks, not quarters

    From kickoff to integrated, with a team guiding each step.

    Support A dedicated team

    A solution engineer and an account manager, working with your developers.

    From installation to action

    Install. Capture behavior. Intervene.

    Follow one simulated quote journey from the moment the script goes in to the moment your team acts on a signal. Play it through, or step stage by stage.

    Behavioral events0

      Events describe interaction, not content. Field values are not captured. See what ForMotiv observes

      Rule-based engineIllustrative rule
      Post-quote rating changeRule
      • WHENA rating field is edited after a quote is presented
      • ANDThe person returns to an earlier screen to do it
      • ANDThat field is edited 3+ times in the session
      THENmake a signal available for this session
      Waiting for behavior that matches the rule
      Your intervention · examples

      Your team decides which sessions to act on and how.

      Product view · UnderwritingS-51102274
      Post-quote rating change Annual mileage edited 5× · 2 after quote · returned from Quote Action: —

      Your developersSolution engineerAccount managerData scientistsYour business team

      Simulated journey, events and rule · code is conceptual, not a ForMotiv script, SDK or API

      The partnership

      Integration doesn’t end at installation.

      Installation is one step in a progression that starts with your goals and continues as the intelligence is tuned. At every step we bring best practices from deployments across the insurance industry. Here is how the work flows, and who is in the room for each part.

      Phase

      01

      Discover and prioritize

      Goals, journeys and the sessions where intervention matters most.

      02

      Install and validate

      The JavaScript goes in directly and the implementation is checked.

      03

      Configure rules

      Signals aligned with your goals, and the interventions they support.

      04

      Tune and refine

      Evaluate the data and sharpen focus on high-value use cases.

      05

      Make it useful

      Views that show each team what matters to their work.

      Your teams
      Involved
      Involved
      Involved
      Consulted
      Involved
      ForMotiv solution engineer
      Consulted
      Involved
      Involved
      Not involved
      Not involved
      ForMotiv account manager
      Involved
      Involved
      Involved
      Consulted
      Consulted
      ForMotiv data scientists
      Consulted
      Not involved
      Consulted
      Involved
      Consulted
      01

      Discover and prioritize

      Work together to identify business goals, relevant journeys, valuable use cases and the sessions where intervention matters most.

      Your teams ForMotiv account manager ForMotiv solution engineer ForMotiv data scientists
      02

      Install and validate

      Your development team installs the JavaScript directly, with the solution engineer and account manager, and the implementation is validated.

      Your developers ForMotiv solution engineer ForMotiv account manager
      03

      Configure rules

      Behavioral intelligence and the rule-based engine support signals aligned with your goals, for the interventions you choose.

      Your teams ForMotiv solution engineer ForMotiv account manager ForMotiv data scientists
      04

      Tune and refine

      Data scientists help interpret patterns, refine the intelligence and focus on high-value use cases.

      ForMotiv data scientists Your teams ForMotiv account manager
      05

      Make it useful

      Flexible views help each team see the information relevant to their work.

      Your teams ForMotiv account manager ForMotiv data scientists
      Hands-on in this phase
      Consulted
      Phases describe the shape of the work, not a fixed schedule.

      Use-case discovery

      Start with the problems worth solving.

      Integration includes workshops to understand and prioritize your use cases. We bring what we’ve learned from insurance quote, servicing and claims journeys, and together we identify where ForMotiv can deliver the greatest value, so the first signals you configure are the ones that matter to the business.

      Plan a discovery conversation
      What does the business need most right now? Goals

      Fraud prevention, profitable growth, distribution oversight, a smoother customer experience or underwriting accuracy. Priorities shape everything that follows.

      Which journeys and screens are in scope? Journeys

      Quote, application, servicing or claims flows, and the screens within them where behavior is most telling.

      Where would acting during a session change the outcome? Intervention points

      The moments where a signal could prompt a different path for selected sessions.

      Who acts on a signal, and what do they need to see? Teams & views

      SIU, digital, distribution or underwriting teams each need different context.

      How will we know it’s working? Measures

      Agreeing what success looks like so tuning can focus on what moves it.

      Your dedicated team

      Named people, working alongside yours.

      Every client is assigned a solution engineer and an account manager. ForMotiv’s data scientists join to tune the intelligence once data is flowing.

      ForMotiv

      Solution engineer

      Works directly with your development team to install the JavaScript on your website and validate the implementation.

      ForMotiv

      Account manager

      Your point of coordination through integration, keeping the work aligned with the use cases you prioritized and sharing best practices from other insurance deployments.

      ForMotiv

      Data scientists

      Help tune and refine the intelligence, evaluate the data and focus on the most valuable use cases.

      Your organization

      Your development team

      Installs the lightweight JavaScript directly on your website, working closely with the ForMotiv team.

      Rule-based engine

      From behavior to a signal your team can act on.

      ForMotiv’s rule-based engine supports signals that you can use to intervene in selected sessions. Rules start from insurance-specific best practices built over nearly a decade, then are shaped around the use cases you prioritized, so a signal arrives with a reason behind it.

      Observed

      Behavioral intelligence

      Behavioral, device and network intelligence from the journeys in scope.

      EditsPausesNavigationPaste eventsRepeat attemptsDevice & network

      Evaluated

      Rules aligned with your goals

      WHEN rating field edited after quote AND returned to earlier screen THEN signal: post-quote change

      Illustrative rule, not product syntax.

      Available

      A signal for that session

      The session is marked with a signal that names what happened.

      Your call

      A client-defined intervention

      Your team decides which sessions to act on and what happens next. How signals fit into your workflow is worked out with you during integration.

      Data science

      Tuned by people who read the data with you.

      Once behavior is flowing, ForMotiv’s data scientists, who specialize in insurance behavior, help tune and refine the intelligence: evaluating the data, interpreting the patterns they find against what we see across the industry, and sharpening focus on the use cases with the most value.

      The result is a set of signals that reflects how your applicants and agents actually behave, revisited as your priorities change.

      Flexible views

      The same session, seen by the team that needs it.

      ForMotiv is flexible, with views tailored to what you want to see. Here is one simulated session from the walkthrough, framed three ways.

      Questions

      What technical and business teams ask.

      Anything not covered here is a good first topic for an integration conversation.

      Discuss your integration
      How is ForMotiv installed?

      Through lightweight JavaScript installed directly on your website. Your development team adds it with guidance from your assigned solution engineer.

      Will it slow down our quote or application pages?

      No. ForMotiv integrates with zero performance degradation.

      How long does integration take?

      Integration takes weeks, not quarters, with a dedicated team guiding the process. The scope you choose, such as how many journeys are included, shapes where you land in that range.

      Who will we work with?

      You are assigned a solution engineer and an account manager, who work closely with your development team. ForMotiv data scientists help tune and refine the intelligence.

      Do we need our use cases defined before we start?

      No. Integration includes workshops to understand and prioritize use cases, and the team helps identify where ForMotiv can deliver the greatest value.

      What insurance expertise does ForMotiv bring?

      ForMotiv has focused on insurance for nearly a decade. Your ForMotiv team brings best practices from carrier deployments across quoting, servicing and claims: which journeys to start with, which signals carriers find most valuable, and how to fit interventions into existing fraud, underwriting and digital workflows.

      How do we act on what ForMotiv finds?

      ForMotiv’s rule-based engine supports signals you can use to intervene in selected sessions. Which interventions you use is your decision, and how signals fit your workflow is part of the integration conversation.

      What data does the script collect?

      Behavioral, device and network information, plus identifiers you provide. ForMotiv does not capture or store sensitive entered application field values such as names and addresses. Read the security and privacy overview.

      Can different teams see different information?

      Yes. The product is flexible, with views tailored to what you want to see, so SIU, digital and underwriting teams can each focus on the context they need.

      Next step

      Bring your developers. We’ll bring ours.

      Tell us which journeys and goals matter most. We’ll walk through the integration, introduce the team and outline where to start.

      01
      Share your priorities

      The journeys, teams and outcomes you care about most.

      02
      Meet the integration team

      How installation, validation and workshops would run for you.

      03
      Agree where to start

      The first use cases and the signals that support them.