EXTON, PA — Protective Life Corporation, a subsidiary of Dai-ichi Life Holdings, Inc., has partnered with iPipeline® to improve the order entry process for financial professionals using the Laser App solution. This collaboration aims to enhance productivity and efficiency across the life and annuities product lifecycles by automating financial documentation.
The Laser App platform, known for its extensive library of over 33,000 intelligent forms, enables financial professionals to pre-fill documents with data from CRM systems. This integration is expected to reduce manual data entry tasks by 80%, streamlining workflows and making the sales process faster and more efficient.
Protective’s financial professionals will also benefit from e-signature capabilities, allowing for seamless legal documentation and helping meet clients’ retirement planning needs more effectively.
The partnership expands Protective’s reach within iPipeline’s network of over 100,000 financial professionals. Protective’s products, starting with its enhanced flagship offering, the Protective® Aspirations variable annuity, will now be easily accessible through the platform, enabling a simplified, tech-driven sales experience.
This move aims to support Protective’s efforts to innovative solutions that improve efficiency and elevate the experience for both financial professionals and their clients.
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