Insurance Technologies, LLC, a provider of sales and regulatory automation solutions for the insurance and financial services industries, announces ECA Marketing, a national annuity and life marketing organization, has launched FireLight e-Application enabling their advisors to quickly and efficiently process annuity sales electronically. By using FireLight Access, ECA Marketing was able to deploy FireLight e-Application to their advisors to submit applications to multiple carriers within a matter of weeks.
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“With FireLight Access, we are able to deliver exceptional functionality and flexibility out of the box providing marketing organizations like ECA the ability to give their advisors access to products quickly and easily.”
ECA Marketing COO and Annuity New Business Manager Stephanie Dahl said, “Adding the FireLight platform to our new business process has been a game changer. Not only is it fast and efficient saving time and money for our advisors and case managers; it is the perfect solution for virtual sales. Our advisors are currently electronically submitting annuity business to 18 carriers on FireLight, and we are in the process of expanding that list.”
With FireLight, ECA Marketing has been able to:
- Simplify and speed the sales application process for advisors across multiple carriers
- Ensure advisors have up-to-date carrier applications and requirements for In-Good-Order submissions
- Provide an intuitive experience to capture application data and e-signatures
- Customize workflows and review queues for their different sub-agencies and processes
- Receive audit and transaction history reports for compliance management
- Quickly get products in front of advisors to assist their clients’ needs
“ECA’s leadership was dedicated to giving their advisors tools to process business as efficiently as possible, and they knew FireLight e-Application was the best way to make that a reality,” said Tammy Shuminsky, COO, Insurance Technologies. “With FireLight Access, we are able to deliver exceptional functionality and flexibility out of the box providing marketing organizations like ECA the ability to give their advisors access to products quickly and easily.”
