Inforce Policy and Post-Sale Servicing Software

Enhance Your Post-Sale Services Experience

Expedite the servicing of inforce policies and contracts for advisors and clients with an intuitive and in-good-order experience, saving time, money and effort.

Why FireLight Post-Sale Services

FireLight® Post-Sale Services provides a single and multi-carrier software solution that electronically streamlines the data collection, signature capture and submission process for any inforce policy or contract change requests, delivering an efficient and enhanced post-sales experience for advisors and clients. With robust features including powerful rules engine, intuitive user experiences and built-in e-signature, FireLight makes it a quick and easy way for advisors and clients to electronically submit in-good-order policy change requests. Efficiently manage and support post-issue transactions with FireLight Post-Sale Services.

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Modernize Servicing

Efficiently streamline post-issue support services for non-financial and financial inforce policy contract changes across all lines of insurance and retirement business, delivering an easy, fast, and in-good-order post-sale experience.

  • Beneficiary, Address and Marital Status
  • Fund Rebalancing
  • Banking Updates
  • Withdrawal and Surrenders
  • Rider Changes
  • Loan Requests
  • Claim Notifications
  • Advisor/Agent Changes
  • And moreā€¦

Post-Sale Services

FireLight Post-Sale Services provides the flexibility and robust platform features to deliver easy and seamless experiences for advisors and clients to quickly submit policy change requests, efficiently advancing the way inforce contracts are serviced and processed.

  • Any post-sale transaction for life, annuity, long-term care and more
  • Customized branded experiences and channel access points
  • Inbound data integration for pre-fill capabilities
  • Flexible outbound file format and endpoint support
  • Intuitive data capture and e-signature experiences
  • Data, rules, workflow, and review management
  • Case creation and transmission to client for digital completion
  • User interface options for call centers, producers, and consumers
  • Reflexive questioning and data validation
  • Complete electronic audit trail
  • Automated electronic client correspondences
  • Custom data integration with carrier back office and admin systems
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Advance Sales Support

Discover the advantages of FireLight Post-Sale Services:

  • Enhances post-sale support services for advisors and clients
  • Supports any inforce policy no matter line of business or its origin
  • Increases back-office efficiency, reducing time and cost
  • Automates electronic correspondences to policyholders
  • Facilitates in-good-order and auditable post-sale processes
  • Supports unique processes with tailored outbound feeds
  • Generates insight into new opportunities for advisors

Connect with us today to learn more!

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