Chrome Extension for Insurance CRM Integration

We are developing a Chrome extension designed to improve the workflow for insurance agents by enabling seamless data transfer between Agent CRM and third-party enrollment platforms.

Core Functionality:
The extension will allow a user to pull contact data from Agent CRM and populate that information into an external web form, such as an enrollment system.

Example Workflow:

1. The agent opens a contact record in Agent CRM (e.g., “John Doe”).
2. The agent clicks the “Save Data” button on the Chrome extension, which stores John Doe’s contact info (name, address, phone number, email, etc.).
3. The agent then navigates to their enrollment platform and opens the “New Client” form.
4. They click “Fill Form” on the extension, and it auto-fills the external form using the saved data from Agent CRM.

Key Requirements:

* The extension must scrape and store structured data from Agent CRM contact pages (the extension needs to verify the user is on an Agent CRM page, we want to restrict this to our users).
* When the user clicks “Fill Form,” the extension must **read the open web page** (on the enrollment platform) and **intelligently match field names** to input data (e.g., `first_name` ➜ “First Name” field).
* Should work generically across different enrollment platforms by matching fields based on best-guess text or HTML attribute patterns.
* Store data locally until the user is ready to paste into a form.
* Provide visible feedback to the user during the “Save” and “Fill” process to confirm success or failure.

This tool is intended to save time and reduce data entry errors by streamlining redundant form-fill tasks between platforms.