Integration process
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.
Installed directly on your website.
Your applicants’ experience stays as it is.
From kickoff to integrated, with a team guiding each step.
A solution engineer and an account manager, working with your developers.
From installation to action
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.
Simulated journey, events and rule · code is conceptual, not a ForMotiv script, SDK or API
The partnership
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
Goals, journeys and the sessions where intervention matters most.
The JavaScript goes in directly and the implementation is checked.
Signals aligned with your goals, and the interventions they support.
Evaluate the data and sharpen focus on high-value use cases.
Views that show each team what matters to their work.
Work together to identify business goals, relevant journeys, valuable use cases and the sessions where intervention matters most.
Your development team installs the JavaScript directly, with the solution engineer and account manager, and the implementation is validated.
Behavioral intelligence and the rule-based engine support signals aligned with your goals, for the interventions you choose.
Data scientists help interpret patterns, refine the intelligence and focus on high-value use cases.
Flexible views help each team see the information relevant to their work.
Use-case discovery
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 conversationFraud prevention, profitable growth, distribution oversight, a smoother customer experience or underwriting accuracy. Priorities shape everything that follows.
Quote, application, servicing or claims flows, and the screens within them where behavior is most telling.
The moments where a signal could prompt a different path for selected sessions.
SIU, digital, distribution or underwriting teams each need different context.
Agreeing what success looks like so tuning can focus on what moves it.
Your dedicated team
Every client is assigned a solution engineer and an account manager. ForMotiv’s data scientists join to tune the intelligence once data is flowing.
Works directly with your development team to install the JavaScript on your website and validate the implementation.
Your point of coordination through integration, keeping the work aligned with the use cases you prioritized and sharing best practices from other insurance deployments.
Help tune and refine the intelligence, evaluate the data and focus on the most valuable use cases.
Installs the lightweight JavaScript directly on your website, working closely with the ForMotiv team.
Rule-based engine
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.
Behavioral, device and network intelligence from the journeys in scope.
EditsPausesNavigationPaste eventsRepeat attemptsDevice & network
Illustrative rule, not product syntax.
The session is marked with a signal that names what happened.
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
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
ForMotiv is flexible, with views tailored to what you want to see. Here is one simulated session from the walkthrough, framed three ways.
Questions
Anything not covered here is a good first topic for an integration conversation.
Discuss your integrationThrough lightweight JavaScript installed directly on your website. Your development team adds it with guidance from your assigned solution engineer.
No. ForMotiv integrates with zero performance degradation.
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.
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.
No. Integration includes workshops to understand and prioritize use cases, and the team helps identify where ForMotiv can deliver the greatest value.
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.
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.
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.
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
Tell us which journeys and goals matter most. We’ll walk through the integration, introduce the team and outline where to start.
The journeys, teams and outcomes you care about most.
How installation, validation and workshops would run for you.
The first use cases and the signals that support them.