Features of Beneficiary Form Template

More Features of Beneficiary Form Template

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.

Contact Forms Question Type

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.

White Labeling

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.

Integrate with Zapier

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.

Dashboard and Cases

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.

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