Move carrier delivery certificates, beneficiary forms, and policy acknowledgments through recipient-bound workflows with visibility before, during, and after signing.
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Delivery Certificate
Send the request through WhatsApp, SMS, or email after the workflow is ready. Delivery stays convenient without giving up recipient verification or completion evidence.
Your dashboard shows the moment your client opens the document, the progress as they complete each field, and the exact second they sign. No refresh needed — the signal is live.
Upload a Transamerica delivery certificate or beneficiary form and Peekop auto-detects the signature and date fields. No manual placement for forms you send every week.
Every signed document preserves timestamps, recipient activity, document integrity evidence, and a Completion Record that supports follow-through.
Peekop recognises common carrier form patterns and auto-places fields. No manual placement for documents you send every week.
Delivery Certificate
The most common form. Peekop auto-places Owner Signature and Date fields.
Beneficiary Designation Form
Send post-signing for IUL and annuity policies.
Policy Amendment / Change Form
Rider additions, address changes, coverage updates.
Free-Look Period Acknowledgment
Required within 10 days of delivery in most states.
Premium Payment Authorization
ACH and direct debit authorisation forms.
1035 Exchange Documents
Transfer paperwork between policies and carriers.
Upload any PDF — delivery certificate, beneficiary designation, policy sign-off, amendment. Peekop recognises common carrier forms and auto-places the signature and date fields.
Launch the signing request, then deliver it through WhatsApp, SMS, or email. The recipient-specific link remains a delivery artifact of the request, while the workflow keeps recipient-bound access and a protected signing session even when delivery happens in chat.
Your dashboard shows: Request delivered → Opened (12 seconds) → Signing now → Document signed. You see every step in real time. Know exactly when to follow up — or that you don't need to.
Download the signed PDF with its completion evidence and move straight into carrier submission, retention, and follow-through.
Upload your first delivery certificate or beneficiary form. Peekop auto-places the fields and prepares a signing request you can deliver through WhatsApp in under a minute.
14-day free trial. No credit card. Cancel anytime.