Document Automation
Send clients a guided link to update their beneficiary designation on any policy or account. They fill on any device — you get a completed, signed form ready to process.
What gets automated
Docuplete's visual mapper places answer boxes exactly where they appear on your PDF. Common change of beneficiary form automation fields include:
How it works
Each client gets their own unique link. The interview adapts to their answers — only asking what's relevant.
Upload the form you already use — any standard PDF. No reformatting needed.
Drag answer boxes onto the PDF where each field goes. One field can map to multiple locations across pages.
Generate a unique link per client. They fill a guided interview — no account required. You get a completed, signed form.
Key features
Identity verified via email OTP before signature is accepted — producing a full audit trail for every beneficiary change.
Only show contingent beneficiary fields if the client wants to designate one — keeping the form short for the majority of cases.
Validate that primary beneficiary allocations sum to 100% before the client can submit.
Bundle change-of-beneficiary forms for multiple accounts — all collected from a single client interview.
Completed forms are automatically saved to your Google Drive folder after every submission.
Every submission records who made the change, when, from which device, and exactly what they submitted.
14-day free trial. No credit card. Works with PDFs you already have.
Start free trialStarts at $69/mo.
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