PDF Intake / Document Type
Insurance applications are the most complex conditional forms in any industry — branching medical history, suitability sections, beneficiary schedules, and multiple signature requirements. Docuplete's conditional interview handles every branch automatically, keeping the form short for simple cases and comprehensive for complex ones.
The problem
PDFs are the universal format for regulated documents — but they were designed to be read, not filled programmatically. Here's what most firms are still doing.
Why PDFs are hard
A simple application asks: "Do you have any of the following conditions?" If yes, follow-up questions cascade across multiple pages. Docuplete shows exactly the follow-ups triggered by each answer — nothing more, nothing less.
Every carrier has its own application form — different layouts, different field arrangements, different signature requirements. Docuplete's visual mapper works with each one independently, with no reformatting required.
Beneficiary allocation errors are a top source of NIGO returns. Docuplete's interview validates allocations in real time — clients can't submit a form where primary beneficiaries don't total 100%.
Annuity and indexed product suitability requires capturing net worth, liquid assets, income, and investment objective in a structured, documented way. Unstructured handwriting creates compliance exposure.
What gets automated
How it works
Visual overlay filling works with any PDF — including scanned documents. Docuplete doesn't parse your PDF's fields. It places answers at exact coordinates on the page, the same way data would be handwritten.
Open your PDF in Docuplete's mapper. Drag a box onto each field — client name, dates, checkboxes, signature lines. One field answer can appear in multiple places across multiple pages.
Clients answer one question at a time. Conditional logic shows follow-up questions only when triggered — keeping the interview short for most clients while capturing everything needed for complex cases.
Clients sign in the same session. Identity is verified via email OTP before the signature is accepted — creating a legally defensible signed PDF with a full audit trail.
Every signed document receives a timestamp from an independent authority — tamper-proof proof of when it was completed and signed. Included on every plan.
On submission, the filled PDF is generated, stored in your submission bank, saved to Google Drive, attached to your HubSpot contact, and your webhook is fired — all without manual steps.
14-day free trial. No credit card. Works with any PDF you already use.
Start free trialStarts at $69/mo.
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