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Beneficiary Appointment


Pre-filled data integration, Conditions, EasySign, Themes &


Increase revenue & shorten the sales cycle

Simplify Beneficiary Appointments with Digital Data Intake

Enhance your beneficiary appointment process with our digital data intake solutions. Efficient, accurate, and user-friendly, ensuring a smooth experience for policyholders.

  • Streamline data collection
  • Improve efficiency
  • Ensure data quality
Beneficiary Appointment

A better experience for everyone

For Insurance Agents

Utilize our digital tools to simplify the beneficiary appointment process. Provide a more efficient, accurate service to your clients.

For your customers

For Policyholders

Appoint your beneficiaries with ease and peace of mind. Our digital platform ensures a straightforward and secure process.
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Create one seamless workflow

Create a Seamless Appointment Workflow

  1. Send a personalized appointment link via SMS or email to policyholders.
  2. Policyholders input their information and beneficiary details through an easy-to-use digital form.
  3. Automated data processing ensures accuracy and streamlines the appointment process.
  4. Secure and efficient data handling for reliable beneficiary designation.
  5. Experience a simplified and stress-free beneficiary appointment process.

What’s inside?

Every digital process comes with a full suite of features and solutions built-in to make customer data intake easy.

  • Easy link sharing
  • PDF Generator
  • EasySign
  • Financial Integrations
  • Co-Browsing
  • Journey Tracker
  • Analytics Dashboard
  • Automated pre-filled data fields
  • Quicker and more accurate completion.
  • Customizable themes and conditions
  • Secure and quick digital authorization.
  • Real-time assistance during form completion
  • Robust data validation for precise and compliant submissions.

Your digital partner

We’ll help you launch a digital process for Beneficiary Appointment in days.
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