Gather information of the beneficiaries one at a time. Ask your respondent if they want to add more. Use the display logic feature to show them the next set of questions only if they say yes, otherwise wrap it up!
An important task should be finished at the earliest. So, even if your clients forgets to fill up the form, send them reminders to make sure that the form is completed within the stipulated time.
Use this template to collect data on the go. Times when you need to gather information immediately without any internet connectivity, this template comes handy.
With SurveySparrow, simplify the process of adding beneficiaries to properties and keep track of everything. This template is not just a generic beneficiary designation form to collect information, but once the form is filled the platform assists you to carry out the whole process.
Record the important details of the respondents like name, phone number, address, email etc. in a single step. Customize the contact form the way you like and collect relevant information.
Add the logo of your company in the beneficiary designation form and make it look more professional. It helps you build your brand. Customize it with your own themes using our CSS tool. You can also create your own link with the company’s name in it and share with the respondents.
SurveySparrow in integration with Zapier lets you hold hands with other applications to make the tasks simple and efficient. With this integration you can complete all the tasks such as sending the beneficiary form, add new contacts, group new audiences and share results at ease.
Once the respondents fill the form and upload beneficiary documents, use our dashboard to download the documents easily. In case there are any discrepancies in the process create cases using the case management feature and assign it to your team member.
Of course this is not our only template! We designed some more amazing ones to benefit you, your business and your consumers. Interesting features that befit your needs. We’ve handpicked some of the ones for you to check out. Go on. Try them!
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