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Any suggestions on something that will let me enter a client's information one time and populate multiple applications?
What do you all use to make it easier?
What do you all use to make it easier?
Follow along with the video below to see how to install our site as a web app on your home screen.
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Any suggestions on something that will let me enter a client's information one time and populate multiple applications?
What do you all use to make it easier?
Any suggestions on something that will let me enter a client's information one time and populate multiple applications?
What do you all use to make it easier?
Laser App is built for financial advisors (so it has a bunch of annuity and broker dealer forms that you probably don't need) but I know that they have several of the major life carriers' forms.
You could check them out.