{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/d3041c87f9344ad9bf3ce0692126b51c\" frameborder=\"0\" width=\"1280\" height=\"960\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":960,"width":1280,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":960,"thumbnail_width":1280,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/d3041c87f9344ad9bf3ce0692126b51c-2a6ef8100f5bd8b9.gif","duration":2309,"title":"✨ 4admin End to End LOAs Walkthrough","description":"This Loom discusses automating the LWA process and resolving where missing data causes delays in loading information into IntelliFlo. The team described using AI tools to capture meeting outputs and tracking tasks in IntelliFlow, but they most often face frustration after submissions when packs return incomplete or incorrectly updated, requiring advisors to manually chase details and update investments and fund holdings. The presenter showed Foradmin’s end-to-end workflow: submitting LWA from the signed document, auto-chasing providers, extracting policy data from returned packs with confidence scoring and editable fields, drafting emails and logging call notes for missing items, and pushing approved data into IntelliFlo. They agreed to start with a free three-week end-to-end trial and to include the chairman in the trial decision."}