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Unlock new levels of success through
digital transformation
Achieve true straight-through processing
with seamless sales experiences
In today’s customer-centered world, firms can no longer
solve for just one aspect of the insurance sales process.
Instead, firms need to expand their definition of straight-
through processing (STP) to include the entire sales lifecycle
to accelerate efficiencies and growth. Companies that create
fully connected processes will enjoy a clear competitive edge
in the coming years.
Here is what carriers and distributors should focus on to
achieve true STP:
Leverage product-agnostic technology
A single, product-agnostic system that can support all lines of
business unlocks the ability to quickly and easily sell multiple
products. This provides agents one consistent sales process,
which is imperative regardless of how many or what kind of
products are being sold.
Single solution for all sales activities
Give agents one place to go to determine product fit,
run quotes, illustrate products, send all previous data
to an application, process payment collection, ensure in
good order, e-sign, and submit to carrier. If everything is
in one place, data can flow from one phase to the next
without manual re-entry and you can ensure a fully-
documented process.
Include e-Signature
e-Signature gives
customers the flexibility
they desire, lets
agents easily collect all
signatures, and helps
firms reduce errors.
With so many benefits, e-Signature should be built into
solutions natively, not an afterthought or an optional add-on.
When e-Signature costs extra, adoption rate plummets and
paper sneaks back into the process.
Flexibility is key
Carriers need sales technology that supports their various
channels, distribution relationships, and product offerings.
Distributors need something that can handle their unique
business processes simply and consistently. Firms should
look for solutions that support flexible workflows and user
experiences to meet their channel or distribution model.
Integrate simply
Firms need to be able to connect all pieces of the process,
prefill data easily, validate data entered, and send it all to
downstream systems like a CRM. APIs are the keys to fast
and easy integration, driving efficiencies and experiences.
Digitally Transform Your Sales Today!
Don’t let your sales be conned by your technology solutions.
Take back the control and digitally transform your sales processes and experiences with FireLight ® !
• One Platform, Interconnected Sales Activities
• Multi-Carrier, All Lines of Business
• Built-In and Included e-Signature
• Automated Suitability and Compliance Workows
• Easy API Integrations
• Self-Management Admin Tools
www.InsuranceTechnologies.com/NAILBA
Pre-Sale Functions • Quoting/Illustration • e-Application • e-Delivery • Post-Sale Services