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Simplify Pre-Sale Activities and Data Collection

Take control of your sales activities and processes with rules-driven data collection with pre-sale functions in FireLight.

Capture Data Smarter
Stop losing data during account opening or needs analysis. Consolidate disjointed processes into a better experience with pre-sale software.
capture data
enter data
Enter Data ONCE
No more double keying data into your back-office system. Save precious time and eliminate manual data collection. Spend time on more productive tasks while speeding up your sales process and decreasing operational costs.
Control the Pre-Sale Activity Process
Create a consistent sales process from the first step and control your sales journey. Integrate your pre-sale functions with other FireLight sales activities for seamless information flow and a superior client experience.
control pre-sale processes

In-Good-Order Sales from the Start

Say goodbye to double keying (and quadruple checking) pre-sale data. With FireLight pre-sale software, productivity soars as you take control of critical activities at the beginning of the sales cycle.

FireLight can support a range of pre-sale functions, including…

  • Needs capture and needs determination
  • Pre-sale authorization and disclosures
  • Account opening and account onboarding
  • Pre-suitability
  • And more!

Real Clients, Real Results

National Western Life Case Study


National Western Life took control of their e-Application platform maintenance with the FireLight Self-Management Admin System..

Read The Case Study

What Our Clients Say


Pre-Sale Functions

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