Document Template
Collect everything you need before the first client conversation. Docuplete's guided interview captures coverage interests, health history flags, and contact details — mapped into your intake form so you arrive at every appointment prepared.
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Open the sandbox, answer a few questions, and watch the PDF auto-fill. No sign-up, no credit card required.
Open live sandboxWhat gets automated
Upload your existing client intake form PDF. Map each field using Docuplete's visual editor. Common fields for insurance agents include:
How it works
Upload the client intake form you already use. Any standard PDF works — no reformatting or special software needed.
Open the PDF in Docuplete's visual mapper. Drag answer boxes onto each field — client name, dates, signatures — exactly where they appear on the form.
Generate a unique link for each insurance client. They complete a guided interview on any device — no account required. You get a completed, signed PDF.
On submission, the filled PDF is generated, stored in your submission bank, saved to Google Drive, and synced to HubSpot — automatically.
Why it matters
Client answers map directly into the client intake form PDF. No re-keying, no copy-pasting, no transcription errors.
Clients sign electronically in the same session. Identity verified via email OTP — creating a legally defensible audit trail for every submission.
Every signed document receives a trusted timestamp from an independent authority — tamper-proof proof of when it was signed, on every plan.
Completed client intake form PDFs are automatically saved to your Google Drive folder after every submission — no manual downloading.
Submission data syncs to HubSpot contacts automatically — find or create the insurance agent contact record and attach the completed PDF.
Every submission records who signed, when, from which device, and exactly what they submitted — stored independently alongside the document.
Real workflows
Intake needs differ by line of business. Here is how agents across P&C, life, health, and commercial lines put Docuplete to work.
A P&C agent sends a Docuplete link the moment a lead submits a quote request. The interview collects property address, square footage, roof age, claims history, and current carrier — all conditional on property type. By the time the agent calls, the intake PDF is already complete and waiting in Google Drive. No chasing down home details mid-call.
A life agent sends an intake link before the discovery meeting. Conditional logic shows health history questions only when the client indicates a pre-existing condition — so a healthy 35-year-old sees a short form while a client with diabetes sees the full medical supplement. The completed intake arrives signed before the agent opens their calendar.
A health insurance broker collects household member details — name, date of birth, SSN last four, tobacco status — through a single family intake flow. Docuplete maps each household member's data into the correct rows on the enrollment form. The broker submits to the exchange with a pre-filled, signed form instead of entering each member manually.
A commercial lines agent uses Docuplete to collect business type, annual revenue, employee count, premises owned vs. leased, and prior claims before quoting a Business Owner Policy. The interview branches based on industry — a restaurant sees liquor liability questions; a contractor sees equipment and workers' comp questions. Each submission arrives as a completed, signed intake PDF.
Frequently asked questions
Yes. Docuplete's interview logic lets you show or hide entire question groups based on previous answers. For life and health lines, you can set a trigger like "show Section C (medical history) only if the client answers Yes to any condition in Section B." Clients never see questions that don't apply to their situation, and agents don't receive blank fields on submitted forms.
Yes. ACORD forms are standard PDFs — upload the ACORD 125, 126, 130, or any other form directly into Docuplete's mapper. Map each field once. From that point on, every submitted client interview auto-fills the ACORD form without any manual entry on the agent's side.
You can build a repeating section for household members — Docuplete maps each member's data to the correct numbered row on the form. The interview asks for member 1 details, then offers an "Add another member" prompt. All member data lands in the right fields on the final PDF automatically.
Each session link is persistent — clients can return to it on the same device and their answers are saved. For life and health applications where clients may need to look up medical records, this means they are not forced to complete everything in one sitting. The agent's submission bank shows partial sessions clearly, so follow-up is easy.
The audit trail Docuplete generates — OTP-verified identity, timestamp, IP address, and a SHA-256 hash of the submitted PDF — is designed to function as a legally defensible record. Many agents use it alongside their signed intake form as E&O documentation. For Enterprise plans, RFC 3161 trusted timestamps provide an additional layer of tamper-evident proof.
Docuplete connects directly to HubSpot and Google Drive. For agency management systems, many agents use Zapier or the Docuplete webhook to forward submission data into their AMS. The completed PDF is also always downloadable from the submission bank for manual import.
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