FireLight® Pre-Sale Functions provides the ability to fulfill various pre-sale activities and tasks prior to the product recommendation or application process. With robust rules driven data collection, assessment, e-signature, and review capabilities, FireLight Pre-Sale Functions offers insurance carriers and distributors comprehensive capabilities to execute pre-sale data capture, account opening, authorization, qualification and client management processes that seamlessly flow into other FireLight sales activities, creating an efficient sales processes. Create a cohesive sales process from the beginning with FireLight.
Streamline the pre-sale experience across all lines of business for advisors and consumers by delivering modernized pre-sale and account opening processes that efficiently capture clients’ needs, accelerate onboarding and facilitate compliant and suitable sales.
FireLight Pre-Sale Functions provides carriers and distributors the flexibility, configurability and robust platform features to perform multiple pre-sale activities and transactions, enhancing the way sales are initiated, captured and closed.
Discover the advantages of FireLight Pre-Sale Functions: