Beginner's Class |
Advanced Class |
Transition Training Class |
Beginner's Class
8 AM PDT |
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- Initial setup of the
data that will be pulled into your forms.
- Setting up your Rep &
Broker/Dealer data.
- Setting up your Client data.
- Getting forms.
- How to find forms you want
to use.
- How to download a form.
- Filling out forms.
- Selecting a client and then
opening, filling out, printing and saving a form
for them.
- Creating Form Groups.
- How to create a group and
include the forms you have to package together
for submission of business.
- Batch Printing all the forms
in a group at once.
- Backing up valuable client
data.
- How to back up client data
and where to save those backup files.
- Using our Help File for
reference purposes.
|
Advanced
Class
8
AM PDT |
- Interfacing Laser App
with other CRM or database software products.
- Which software products interface
with Laser App.
- How to send client data directly
to a Laser App form from within one of these products.
- Networking your client
data & forms.
- Connecting to more than 1 client
database.
- Considering and/or using the
Database Server Software.
- Contact Data Transfer to share
Laser App database information with another computer
not physically networked to yours.
- Sharing 1 common forms folder
across a network.
- Setting up your fillable
PDF's for use with Laser App.
- Making the data connection
between Laser App and your fillable PDF files.
- Sharing your PDF across a network.
- Running Reports.
- Address labels, blotter reports,
birthday reports, etc.
- Getting forms.
- How to find forms you want
to use.
- How to download a form.
- Filling out forms.
- Selecting a client and then
opening, filling out, printing and saving a form
for them.
- Batch Printing 1 form multiple
times for multiple clients.
- Saving summaries of completed
forms for reports purposes in the future.
- Creating Form Groups.
- How to create a group and include
the forms you have to package together for submission
of business.
- Batch Printing all the forms
in a group at once.
- Sharing form groups with other
machines running Laser App.
- Backing up valuable client
data.
- How to back up client data
and where to save those backup files.
- Using our Help File for
reference purposes.
|
Transition
Training Class
9 AM PDT |
Organization is key!
- Preparing for paperwork
to be done.
- Prepare a spreadsheet or a
chart indicating each client (bunch husband and
wife together if they will need paperwork for
any joint accounts) and each type of account each
client has with you, the rep. You need to know
which client(s) need(s) which forms to be filled
out for them. While our software won’t be
using this spreadsheet or listing, you certainly
will!
- Initial Setup of Rep
and Broker/Dealer
- How to enter repetitive information
for the rep(s) and your broker/dealer
- Entering new clients into our
Laser App database – Network data to create
new databases as needed for each set of clients.
- Getting Forms
- How to find the forms
you want to use.
- How to select and download
them.
- General use of our software
- Selecting a client and then
opening, filling out, printing and saving a form
for them.
- Creating Form Groups
or Batch Printing 1 form, whichever is clearer to
your thinking. Refer to the client spreadsheet or
chart of clients for indications as to what paperwork
needs to be printed for each account.
- How to create a form group
and include the forms you have to package together
for submission of business.
- Batch printing all the forms
in a group at once.
- Backing up valuable client
data
- How to back up client data
and where to save those backup files.
- Using our Help File for
reference purposes.
- Using our Help File for
reference purposes.
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