Laser App Software

Form filling software

Laser App combines state of the art form filling technology with a current library of industry related forms. Forms are maintained by Laser App, so reps can focus on their clients, rather that filling out paperwork.

Current Forms

Laser App maintains a web-based library of over 90,000 pages of forms to choose from by the top product carriers, clearing firms and broker-dealers in the industry. Updates to these forms are available daily for download from our secure website, so all of the forms you need are in one central location. With Laser App you have the choice of over 20070 up-to-date forms at your fingertips. Laser App has contractual relationships with its forms vendors, so we contact them at least once a month to help make sure your forms are current. Once we program these form updates and make them available to you, your copy of Laser App will check for these updates every four days, so you don't have to worry about keeping forms current. Maintaining these relationships is the only way to ensure you have the most current forms. Laser App has spent the last 12 years developing relationships with over 250 product carriers and 260 broker-dealers. Without these relationships, it would be nearly impossible to keep a library of forms this size up-to-date.

Types of Forms:

Client Data

Laser App 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 software applications, broker-dealer and product carrier websites.

If you don't have a client database or CRM program, Laser App provides a native database you can use to fill out forms. You can import directly into this database from a myriad of different spreadsheet and file types or key in your client data directly. This database resides locally on your computer, so you are the only person with access to client data.