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Create beneficiary signature agreements from incoming webhooks automatically

Create beneficiary signature agreements from incoming webhooks automatically

Your beneficiary nominations come as webhook payloads without a ready-to-sign agreement, causing manual prep. You get formatted signature agreements so benefits teams have signed records same day.

Create beneficiary signature agreements from incoming webhooks automatically

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Overview

Manual document assembly for beneficiary nominations ties up benefits administrators and delays enrollment completion. This flow generates formatted signature agreements automatically and returns a signing link to the origin system so signed records arrive same day.

Create beneficiary signature agreements from incoming webhooks automatically