Document Template
Annuity applications require detailed suitability information alongside the standard application fields. Docuplete's conditional interview presents suitability questions in a logical sequence, collects beneficiary details, and captures the owner's signature — all in one client session.
What gets automated
Upload your existing annuity application PDF. Common fields for insurance agents include:
How it works
Upload the annuity application you already use — any standard PDF. No reformatting or special software needed.
Open the PDF in Docuplete's visual mapper. Drag answer boxes onto each field exactly where it appears on the form.
Generate a unique link for each client. They complete a guided interview on any device — no account required.
On submission the filled PDF is generated, stored, saved to Google Drive, and synced to HubSpot — automatically.
Why it matters
Client answers map directly into the PDF. No re-keying, no copy-pasting, no transcription errors.
Clients sign in the same session. Identity verified via email OTP — creating a legally defensible audit trail.
Every signed document receives a trusted timestamp — tamper-proof proof of when it was signed, on every plan.
Completed PDFs are automatically saved to your Drive folder after every submission.
Submission data syncs to HubSpot contacts automatically — find or create the record and attach the completed PDF.
Every submission records who signed, when, from which device — stored alongside the document.
14-day free trial. No credit card. Works with PDFs you already have.
Start free trialStarts at $69/mo.
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