Final Expense E-Application Package

Automated Solutions to Streamline Final Expense Sales

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Connect Disjointed Processes and Enhance the Sales Experience with FireLight's Final Expense Package

Due to the rapid growth in final expense sales, carriers are seeking an e-application solution that makes final expense sales, including a pre-need analysis, available to all channels where final expense insurance is sold. 

Using multiple sales systems to sell life insurance and traditional final expense products creates disjointed processes and poor sales experiences, limiting potential sales opportunities and value to the client.  

 

The final expense package allows for a seamless experience from pre-qualification and needs assessment through submission of final expense products with a simple application process and all types of underwriting supported. 

  • Consolidate Systems, Automate Processes, Save Time Build once and use anywhere. The FireLight final expense solution can be used through the carrier’s website, final expense sales portal, or deployed to independent agents for use in their multi-carrier, multi product sales platforms along with other traditional life products for a consistent sales experience. Consolidate and automate back-office processes associated with final expense prequalification, submission and issuance. Needs assessment, quote, underwrite, apply, pay, & e-Signature all available in one package.
  • Offer a Better Experience Provide a cohesive and familiar sales process end to end for the advisor and customer.
  • Expand Access and Offerings Offer open access to your product on our platform for final expense providers. Provide final expense carrier access to our distribution network.
  • Increase Value to Clients Offer access to the highest quality insurance and annuity products to meet client needs with the ability to offer product set as part of portfolio.
Final Expense Package Supported Features
  • Standard pre-qualification and needs assessment (pre-sale) By asking a few guided questions, the needs assessment helps client determine how much coverage they need or desire. We complete a simple health assessment, provide a product recommendation and quote based on the data provided to best fit their needs.
  • Simple application process with pre-fill and e-signature Once the product is selected, our solution pre-fills many application fields into a simplified data collection wizard. We make completing the application simple with address verification and pre-fill, physician lookup (NIPR), and payment processing verification. Support for standard integrations to Redtail and SalesForce CRM.
  • All types of underwriting supported Guaranteed, simplified or full underwriting capabilities available within platform Add-on optional e-application integrations for advanced underwriting for products that may have more involved underwriting requirements.
Let us show you how our new service offerings have further expanded FireLight’s robust capabilities and our commitment to power superior digital sales connectivity, processes and experiences for life insurance, annuities and other insurance business.

Elevate your business with FireLight service offerings. Connect with us today.

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