Explore key functionality and benefits of Laser App, powered by iPipeline, the leading digital forms library in the industry and integration options available between Laser App and AppCrown, a leading Wealth Management CRM integration partner.
In this session we will cover:
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- Company overviews of iPipeline and AppCrown
- Laser App Demo + AppCrown Demo and Integration Features
- How to access and utilize the industry-leading forms library with over 33,000 forms
- How to prefill and expedite forms directly from your CRM
- How to seamlessly complete applications for securities, annuities, life insurance, and more
- Q&A