Equisoft/centralizeEquisoft
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FireLightInsurance Technologies
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Related Products
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About
Our insurance agency management system offers a powerful way to connect carriers' feeds, medical requirements, clients, policies, and other contracting and compliance systems to a single platform.
Equisoft/centralize is an insurance agency management system connecting all stakeholders for streamlined insurance distribution and commission management.
Our insurance agency management software powers your business with out of the box business processes built by industry insiders.
Policies sold and commission projections are just a few of the key reports that track operations.
Equisoft/centralize makes it easy to track leads, and highlight advisor sales productivity.
Easily handle complex hierarchy structures to process payouts. Clearly identifies discrepancies between expected & received compensation. Support all commission structures, and custom compensation types. Full integration of all available insurance carrier and medical requirement company data feeds.
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About
Digitally transform the entire sales process across all lines of business with an end-to-end insurance and retirement sales platform that enables you to create cohesive and influential sales and buying experiences. FireLight® is a multi-carrier sales platform that delivers a suite of interconnected sales components that transforms the way insurance, retirement, and investment products are marketed, sold, and supported. Built from the ground up, FireLight provides a configurable, cost-effective solution to implement and manage, while offering a consistent user experience and shared data from account opening to the illustration through e-application and post-sale services. FireLight delivers unique flexibility along with a powerful rules engine, built-in e-signature, robust API capabilities, and self-managing tools, efficiently supporting various lines of business, workflows, and sales processes. Create cohesive sales experiences for your advisors and consumers with FireLight Sales.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Life insurance agencies
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Audience
Businesses and companies interested in a multi-carrier sales platform to improve their end-to-end sales journey
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationEquisoft
Founded: 1994
Canada
equisoft.com
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Company InformationInsurance Technologies
United States
www.insurancetechnologies.com/FireLight-Sales-Platform/FireLight-Sales-Platform.shtml
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Categories |
Categories |
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Insurance Agency Features
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
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Integrations
Equisoft/illustrate
Equisoft/manage
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