Document Automation
Turn your insurance application PDF into a guided online interview. Applicants fill accurately on any device — no account required — and you get a completed, signed application ready to submit.
What gets automated
Docuplete's visual mapper places answer boxes exactly where they appear on your PDF. Common insurance application 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
Applicants sign electronically with email OTP verification — producing a legally defensible audit trail for every application.
Only ask follow-up health questions if the applicant answers positively to a screening question — keeping the interview compliant and efficient.
Bundle the application with a disclosure, consent form, or medical questionnaire — all filled from one guided interview.
Upload a CSV to pre-fill and generate renewal applications for many clients in one run.
Completed applications are saved to your Google Drive folder after every submission — automatically organized.
Every application is stored with a full audit trail. Download, forward to your carrier, or share with the applicant at any time.
14-day free trial. No credit card. Works with PDFs you already have.
Start free trialStarts at $69/mo.
Related