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Laser App Software Launches Smart Form Tool

Submitted by Technology Tools for Today on November 11th, 2014


Laser App Software, the premier provider of forms automation and management software for the securities and insurance industries, today announced the launch of its Smart Form Tool, which allows broker dealers to customize preexisting forms by applying additional logic, thereby ensuring smooth order processing.

Laser App’s Smart Form Tool was created to help broker dealers and product carriers customize forms in a changing sales and regulatory environment. This aids the insurance industry, broker-dealers and other users of forms-filling technology. It will apply additional logic when programing forms for clients. Firms will be able to edit forms and add in fields that were not previously on the form or edit existing field level formats. In an industry where forms are constantly being updated, new requirements for information can be reflected in online forms via the Smart Form Tool. The tool allows users to track needed changes and update forms quickly. By using standard form logic, enhanced form logic, and electronic signatures, firms can drastically reduce instances of forms being Not In Good Order (NIGO) and complete straight through processing.

“Forms change constantly. The average is once a year but in the securities world it tends to be a lot more than that,” said Robert Powell, Vice President of Sales and Marketing at Laser App Software. “That’s why the Smart Form Tool is so valuable to our customers. By building this tool and allowing more logic to be added to the forms, the final recipient of the forms will have the necessary data, reducing Not In Good Order rates. At Laser App, we are constantly developing products that will make advisors’ jobs easier and the Smart Form Tool will definitely help.”

Smart Form Tool is available on both Laser App Anywhere and Laser App Enterprise.

Laser App currently offers advisors access to the most robust forms library in the financial services industry, including more than 32,000 continuously updated forms from more than 400 product carriers and 350 broker-dealers.

About Laser App Software

Laser App Software creates advisor friendly solutions that combine state‐of‐the‐art forms-filling technology with a massive library of industry related forms. Forms are maintained by Laser App so advisors can focus on their clients, rather than filling out paperwork. Founded in 1995 by financial advisor Ed Beggs, Laser App pioneered forms filling in the financial services industry. For more information on Laser App, visit http://www.laserapp.com.

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