FireLight® Policy & Document
e-Delivery Software

Deliver a Digital Sales Communication Experience

Electronically deliver any policy or document with in-good-order data collection, e-signature and tracking options, digitalizing the sales 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, and 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.

Insurance e-App and e-Delivery

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
  • E-Signature
  • And more…

e-Delivery

FireLight e-Delivery solution capabilities and robust platform features enable carriers and distributors 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 and existing from any origin
  • 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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Post-Issue Software SaaS
FireLight-eDelivery

Digital Experience

Discover the advantages of FireLight e-Delivery:

  • Delivers a secure, modernized and digital delivery experience
  • Eliminates the need to “chase” delivery requirements
  • Increases placement rates and client retention
  • Enables upsell and cross-sell opportunities
  • Reduces time and costs associated with manual printing and mailing
  • Monitors progress and captures receipt for a complete auditable trail
  • Decreases delivery process time from weeks to hours
  • Supports insurance carrier and distributor documents and processes

Connect with us today to learn more!

Call us today at 719.442.6400 or complete the form below for a product specialist to contact you.

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Channel Software Solutions for: Carriers | Distributors

Insurance Sales Solutions for: Life Insurance | Annuities | Long Term Care Insurance | Disability Insurance

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