Start using intent the moment a customer clicks into your form. Drop the lightweight SDK on your quote, loan, or signup pages and map the fields you care about. As visitors type, delete, hover, scroll, or pause, ForMotiv calculates a live intent rating and exposes it in your app or CRM. Use that signal to shape the journey: surface a tooltip when someone hesitates, simplify steps for decisive users, or open chat when confusion spikes. Every keystroke pattern, paste event, correction, and bounce risk becomes an action you can automate.
For risk and underwriting teams, build guardrails without slowing down good customers. Define thresholds that trigger added proof only when needed: extra questions for inconsistent entries, instant ID verification for suspicious velocity, or a short cooling-off delay when quote shopping is detected. Push high-trust users straight through. Connect webhooks to your rules engine so intent and risk signals decide whether to approve, step-up authenticate, or decline in real time. Stop referral abuse by flagging coordinated patterns before a submission lands.
In claims, use the same signal to triage and guide. When a claimant shows uncertainty—multiple re-reads, long dwell on a photo step—switch to bite-size instructions, add image hints, or offer a call-back. Confident filers can fast-track with fewer screens. Route complex or high-risk cases to senior adjusters, and trigger SLAs based on intent level. For sales organizations, push hot leads to your best agents, auto-book calendar slots, and keep schedules balanced; low-intent prospects can receive nurturing emails instead of a live call.
Operational teams iterate from the analytics console. Compare drop-off by field, see which nudges deflect confusion, and run A/B tests on copy, ordering, or friction type. Export events to your data warehouse to join with conversion, loss, or fraud outcomes. Measure lifts in completion rate, lower false positives, and faster cycle times. Setup takes hours: add the tag, map events, choose actions, and go live behind feature flags. Privacy controls and PII minimization are built in, so you can optimize safely at scale.
Custom Plan
Custom
Increase Conversions
Identify Application Friction
Remarket Intelligently with Behavioral Segmentation
Predict Abandonment, Buyer Channel Preference, Quote > Bind, and more
Dynamically Remove Friction for Genuine Customers
Reduce Risk & Fraud
Predict Risky & Fraudulent Applicants
Identify Application Misrepresentation
Identify Bots & Pre-Fill Fraud
Dynamically Add Friction for High-Risk Applicants
Enhance Agent Productivity
Intelligent Lead Scoring
Optimize the Agent Experience
Identify Agent “Gaming”
Benchmark Agents by Loss Ratio and more
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