Solution
Our sales automation solution provides diverse distribution channels including broker-dealers, IMOs, wire houses, private equity firms and banks, the flexibility and key competencies to automate compliant and suitable sales, meet unique business requirements and workflows, influence advisor sales adaptability, and support unique branding to drive usability; increasing speed to issuance and expediting sales.
FireLight® e-Applications
FireLight is a uniquely flexible e-application, order entry platform that automates and accelerates the way business is captured, submitted and processed for all lines of business.
FireLight is a carrier supported platform providing distribution an economical technology investment with no transaction and ongoing licensing charges.
- Provide a single multi-carrier sales solution for all lines of business
- Drive user adoption and usability with application and process familiarity
- Support connected and disconnected mobile sales
- Automate compliance, back office and suitability review processes
- Manage existing workflows and unique business requirements
- Reduce procurement cost and improve risk management
- Create in good order submissions with up to date carrier form requirements
- Advance with market and product developments
- Accelerate speed to policy issuance and reduce operational costs
- Onboard advisors quickly with multiple implementation options
- Provide DOL Fiduciary Rule disclosure and sales support to your advisors