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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


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Insurance Technologies is now Hexure

Hexure logo

Insurance Technologies is now doing business as Hexure. Our name and look are different, but our dedication to innovation and developing software solutions that solve the industry’s most critical challenges remain. If you have our old website bookmarked, be sure to update it with our new URL, Hexure.com.