Sales Automation Software Solutions for
BDs, BGAs, IMOs, Banks & More
Automate In-Good-Order Sales
Advance the way your advisors capture, submit and process sales for all lines of insurance and retirement business while meeting both carrier and distributor back office requirements.
Sales Automation for Distributors
Our multi-carrier sales automation solutions provide robust sales capabilities to diverse distribution channels, including broker-dealers, IMOs, wire houses, BGAs, MGAs, private equity firms and banks. FireLight® provides these firms unique flexibility and configurability to automate compliant and suitable sales, support unique business processes and enhance sales experiences. FireLight delivers cohesive sales capabilities to quickly submit in-good-order business across multiple lines of insurance and retirement products including life, annuities, LTC, mutual funds and more. Discover how our sales automation solutions enable distributors to digitally enhance the way their advisors support their clients, from account opening through e-application to post-sale follow-up, increasing speed to issuance and enhancing the sales experience.
Sales Platform
Enhance the way your advisors capture, submit, process and manage sales electronically for any insurance and retirement product. Automate compliance, back office and suitability processes while delivering an enhanced and automated sales experience with one cohesive sales platform.
Discover FireLight
FireLight is a carrier-sponsored platform providing distribution an economical technology investment to advance sales and improve advisor and consumer experiences.