At Laser App Software we specialize in these two areas:
- Automatically filling out forms
- Keeping forms current and accessible
Form Filling Solutions
Laser App Software creates products that combine state-of-the-art form filling technology with our massive library of industry related forms. Forms are maintained by us so reps/agents can focus on their clients, rather than filling out paperwork.
Current Forms
Laser App Software maintains an easily accessible electronic library
of over 24104 up-to-date forms. The library
comprises 100,000 pages of forms from the top product carriers,
clearing firms and broker-dealers in the industry. Form updates are
published daily and are tightly integrated with our web and desktop
software making the process of finding and updating forms automatic.
When updated forms are published your copy of Laser App Enterprise
will automatically inform you and install the necessary changes so
you don't have to worry about keeping them current.
We have spent the last 15 years building long standing contractual
relationships with over 306 product carriers and 299
broker-dealers so we are in constant contact to help make sure
your forms are current. Maintaining these relationships is the best
way to ensure you have the most current forms. Without our corporate
partners and our advanced form programming techniques it would be
impossible to maintain such a large library of financial industry
forms.
Types of Forms:
- Broker-Dealer forms
- Life Insurance forms
- Long Term Care Insurance forms
- Disability Insurance forms
- Fixed annuity forms
- Variable annuity forms
- Clearing firm forms
- Mutual fund forms
- IRA forms
- 529 forms
- 403(b) forms
- 401k forms
- Click Here for a complete list
Client Data
Laser App Software makes it simple to use your existing client data to automatically populate the forms you use most. Laser App seamlessly integrates with a variety of client database programs, CRM (Client Relationship Management) software applications, broker-dealer and product carrier web sites.
The Laser App Enterprise desktop application has its own database functionality as well as open interfaces to other local and remote databases. In addition, you can import client data directly from nearly any source ranging from spread sheets to virtually any database system.
Designed for the large broker-dealers and brokerage/general agencies, Laser App WEB provides a secure form filling solution which leverages Adobe Acrobat on the desktop to launch forms directly from your website. It combines contact data into PDF forms generated from our library to provide web based fillable forms with the same rich data interactivity found in Laser App Enterprise forms.
