Anyone Using Americo LISA on IPad for Applications?

[PittAgent]

I recently downloaded the LISA app for my iPad today and it is really great. In addition to an easy ipad app to fill out and paperless submission, the app also includes rate books, videos to show clients (not bad either), and a PowerPoint presentation about FE and expenses associated with FE (if presentations are your thing). The only problem I have encountered as I tested the application was there is no option to add a replacement form if one is necessary. I guess you have to fill one out by hand and email it over. That kind of kills the fun of the paperless application. I'm going to call Americo tomorrow to see if there is a solution. Has anyone else used it?

 

[jdeasy]

I recently downloaded the LISA app for my iPad today and it is really great. In addition to an easy ipad app to fill out and paperless submission, the app also includes rate books, videos to show clients (not bad either), and a PowerPoint presentation about FE and expenses associated with FE (if presentations are your thing). The only problem I have encountered as I tested the application was there is no option to add a replacement form if one is necessary. I guess you have to fill one out by hand and email it over. That kind of kills the fun of the paperless application. I'm going to call Americo tomorrow to see if there is a solution. Has anyone else used it?

But don't you still have to use Americo if you use LISA?

 

[PittAgent]

But don't you still have to use Americo if you use LISA?

For now I guess. But I just went independent somewhat recently so I don't have much to work with yet - just Americo, RN, CSA, and 5 star buytthey are paying me as earned so I won't be using them much right now. I think LISA has the capability to incorporate other companies if they create an API.

 

[jdeasy]

For now I guess. But I just went independent somewhat recently so I don't have much to work with yet - just Americo, RN, CSA, and 5 star buytthey are paying me as earned so I won't be using them much right now. I think LISA has the capability to incorporate other companies if they create an API.

I was just joking and I don't use the LISA program. I know of a few agents that did and they all said it was a PIA.

I think Americo should come out with a phone app before they fool with stuff like LISA.

They are supposed to start taking the DE in Sept so that's a good change.

 

[Newby]

I tested it out but it seemed clunky. The paper app just seems quicker.

 

[PittAgent]

I tested it out but it seemed clunky. The paper app just seems quicker.

I agree....the theory of paperless app is great though. It took me a long time to enter all the test data. I could probably fill out the paper app in 1/3 the time.

 

[Ryan Caras]

I was just joking and I don't use the LISA program. I know of a few agents that did and they all said it was a PIA.

I think Americo should come out with a phone app before they fool with stuff like LISA.

They are supposed to start taking the DE in Sept so that's a good change.

while i was on convention with them they mentioned that they are spending a exuberant amount of money on technology over the next 12 months... they said the LISA app will be "clunky" free this year and i feel it will really help with placement of business. It literally will not allow you to make a mistake by missing a line of the application... only problem is it will be time consuming...

I agree JD they do need to start with the phone app first

RC

 

[TommyBwell]

I used it this past week and it was awesome. It is a bit hard to read though. We knocked out the app, I hit send and that was it. I received an email saying it had been submitted and two days later it was approved. I'm all for not getting home and faxing apps.

 

[HoosierLife]

I used it this past week and it was awesome. It is a bit hard to read though. We knocked out the app, I hit send and that was it. I received an email saying it had been submitted and two days later it was approved. I'm all for not getting home and faxing apps.

Yeah faxing apps at the end of the day, is the worst part of my day.

Does this app work with any carrier? Does it save a PDF copy for you?

 

[PittAgent]

Yeah faxing apps at the end of the day, is the worst part of my day.

Does this app work with any carrier? Does it save a PDF copy for you?

So far Americo is all I know of. It doesn't save PDF which is something I wish it did. For now I take screen shots. I called Americo marketing support and they said better updates are coming - including the ability to add a replacement form and disclosure statement. Those still have to be faxed/emailed which kind of defeats the purpose.
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I used it this past week and it was awesome. It is a bit hard to read though. We knocked out the app, I hit send and that was it. I received an email saying it had been submitted and two days later it was approved. I'm all for not getting home and faxing apps.

Did you fax/email the disclosure? That is a required form in my state and it's not available in the app yet.