FireLightInsurance Technologies
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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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About
Planswell provides a free, web-based financial planning engine that delivers personalized retirement, debt, investment, and insurance strategies in about three minutes. By inputting current savings, contribution levels, desired retirement age, and risk tolerance, its engine forecasts total nest‐egg growth, designs an optimized lifelong drawdown plan, and allocates funds across account types to minimize taxes and maximize savings. It aggregates existing debts, recommends consolidation at the lowest available interest rates to improve cash flow, and calculates insurance needs to protect income in the event of death or critical illness. It offers interactive dashboards, scenario‑driven calculators (including budgeting, child affordability, and insurance/investment needs), and detailed, exportable reports, all accessible through a secure online interface. Users can opt for a free review with a local financial advisor without sharing highly sensitive information.
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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
Businesses and companies interested in a multi-carrier sales platform to improve their end-to-end sales journey
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Audience
Individuals interested in a tool to build and optimize a complete financial plan covering retirement, debt consolidation, investment allocation and insurance protection
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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 InformationInsurance Technologies
United States
www.insurancetechnologies.com/FireLight-Sales-Platform/FireLight-Sales-Platform.shtml
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Company InformationPlanswell
Founded: 2015
Canada
planswell.com
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Categories |
Categories |
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Integrations
No info available.
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Integrations
No info available.
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