Laser App
Imagine having the ability to batch print all of your transition
forms pre-populated with Client/Rep/Broker data!
United Planners' is now using the Laser App Transition System. United Planners' gives you a copy
of Laser App Enterprise free of charge (certain limitations may apply) to use with all of your transition
paperwork. By using the Laser App Transition System, all transitioning paperwork can be completed
in just a few hours saving you thousands of dollars in labor. If after 30 days you would like to keep
Laser App Enterprise to continue helping you with your day to day paperwork you may obtain a full
license at a United Planners special discount price of $299.
United Planners' Reps can now use Laser App to transition your paperwork.
Laser App Enterprise Features
- Broker Dealer, Rep, and Client data pulled directly from your contact
management system and/or database onto your forms. - Automatic population of up to 80% of the form.
- Library of over 16,000 forms.
- Batch save and print all of your transition forms.
- Bundle groups of forms together.
- Save forms in FILLABLE Adobe Acrobat® PDF format.
Office Hours:
M-F 8:00-4:00 PST
Sales:
800-985-2174
Email:
sales@laserapp.com
