Best Shortcuts for Application Preparation?

MichaelBurton

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Texas
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.
 

Thanks. That's Pinney's deal, right?

I'm really looking for something that would not require me to appoint through any one particular IMO. Willing to pay for that freedom, too.

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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.

Thank you. That is along the lines of what I need. $50/month seems a touch steep, though . . .
 
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