Feature Request: Dynamic Beneficiary Form Field (Repeatable Section)
Category: Form Enhancements
Description:
When entering client information, I need the ability to add multiple beneficiaries dynamically without retyping the entire section each time.
For example, in a Final Expense workflow, a client may have 1–5 beneficiaries. Instead of creating separate static fields for each, I’d like a “+ Add Another Beneficiary” button that duplicates a set of fields such as:
Beneficiary Name
Relationship
Type (Primary / Contingent)
Address
Phone Number
This would work similarly to how “repeating sections” function in other form builders (like JotForm or Typeform). It would make data entry faster, cleaner, and more flexible since every client has a different number of beneficiaries.
Business Impact:
This feature would:
Save significant time during client intake.
Reduce human error by avoiding repeated manual entry.
Keep form templates consistent and professional for insurance agents collecting sensitive information.