Market Overview

Insurance Technologies Adds New Pre-Sale Capabilities to the FireLight® Sales Platform


Technologies, LLC
, a provider of sales and regulatory automation
solutions for the insurance and financial services industries, announced
the addition of new pre-sale and account opening activities to the FireLight®
Sales Platform

Pre-Sale Functions
sales component accelerates onboarding by
simplifying pre-sale data capture, authorization, qualification and
client management processes with rules-driven data collection,
assessment, e-signature and review capabilities. FireLight Pre-Sale
Functions further streamlines the sales process and connected data,
facilitating compliant and suitable sales. Information gathered in
FireLight Pre-Sale Functions is fully integrated into other sales
activities within FireLight for complete and unified sales data.

FireLight Pre-Sale Functions perform various pre-sale activities such as:

  • Account opening
  • Needs capture and determination
  • Custodial/trust account opening
  • Field underwriting
  • Needs calculators
  • Advisor/Agent contracting
  • Product filtering/selection
  • Fee & expense repository and disclosures
  • Pre-sale authorization and disclosures

"The sales process starts long before the application process begins.
Agents meet with clients to collect details on the client's needs, run
illustrations, and then move into the sales process. With FireLight
Sales Platform we want our users to be able to manage the entire sales
process from a single system in an efficient manner with no re-entry of
data," said Katherine Dease, vice president of product management,
Insurance Technologies. "From a ‘know your client' standpoint, the
FireLight Pre-Sale Functions sales component not only streamlines the
pre-sale to sale workflow, but it also creates a fully defensible
workflow with a complete audit of all data collected. With all of the
regulatory changes focusing on Best Interest, this is exactly what firms

About Insurance Technologies

Insurance Technologies provides innovative sales and regulatory
automation solutions to the insurance and financial services industries.
Offering a suite of integrated sales solutions, from pre-sale functions
through e-application, to post-sale services, Insurance Technologies
provides carriers and distributors the sales capabilities and tools to
create automated and cohesive sales experiences for their advisors and
clients across all lines of insurance, retirement and investment
products. The unique architecture and flexibility of its solutions
deliver front and back-office configurability and usability to support
multiple business strategies, encourage cross-channel growth and evolve
with regulatory changes.

For more information about Insurance Technologies, visit
and follow the company on Twitter,
and Facebook.

View Comments and Join the Discussion!