Policy & Document
e-Delivery Software

Electronically deliver any policy or document with in-good-order data collection, e-signature and tracking options for a modern digital sales experience.


Deliver a Digital Sales Communication Experience

Why FireLight e-Delivery

FireLight® e-Delivery automates and accelerates the electronic delivery process of any policy, contract or document, delivering a complete and enhanced digital communication and sales experience for advisors and consumers. With robust back-office support and features including multiple workflow delivery options, in-good-order delivery data collection, e-signature, delivery status and audit trail, FireLight e-Delivery reduces time, labor, and cost associated with manual delivery methods. Get life, annuity, and other insurance and retirement policies and documents to clients faster and efficiently with FireLight e-Delivery.

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Expedite Delivery

Transform your manual document delivery process into a secure and expedited digital communication experience for any inforce or new policy or document, improving the customer experience while saving valuable time, money and effort.

  • Policies and Contracts
  • Billing, Notices, Disclaimers and Statements
  • Policy Auxiliary Forms
  • Prospectuses
  • Transaction Confirmations
  • Advisor/Agent Contracting
  • Policy Amendment Processing
  • And more…

e-Delivery

FireLight e-Delivery solution capabilities and robust platform features enable carriers to create secure and automated electronic delivery processes that support various workflows and channels, closing sales and delivering documents faster.

  • Any policy or document, new or existing
  • Multiple delivery options with status, delivery receipt, audit and e-sign
  • Workflow options for advisor/agent, case management or client delivery
  • SSO, data and payment processing integration capabilities
  • Secure XML ACORD transaction
  • Advisor and client upload capabilities
  • Workflow and review customization and management
  • Reuse of business rules and data mapping within FireLight
  • Review and reject workflow options
  • Multiple user authentication processes
  • Advisor dashboard with quick case status view
  • Intuitive and fully responsive user experience from any device
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Deliver Digital Experiences

Discover the advantages of FireLight e-Delivery:

  • Provides a secure, modernized and digital delivery experience
  • Eliminates the need to “chase” delivery requirements
  • Increases placement rates and client retention
  • Improves confirmed delivery rates
  • Enables upsell and cross-sell opportunities
  • Reduces time, labor and costs associated with manual delivery methods
  • Monitors progress and receipt for a complete auditable trail
  • Decreases delivery process time from weeks to minutes

Connect with us today to learn more!

Channel Software Solutions for: Carriers | Distributors

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