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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.

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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

Case-Study-icon-9-28-22

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

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What Our Clients Say

Every time we work with Hexure, we are impressed with the ease of their process and their commitment to delivering high-quality results. They’ve been tremendous influencers in helping us unlock everything we envisioned, and we are looking forward to seeing what the rest of the partnership unlocks for us.
Steve BianchiSenior Consultant, Business Program Management at Nationwide
Hexure has helped us create something that drives our business forward. They’ve always been flexible, agile and dedicated to making sure we meet our deadlines too – and that’s invaluable.
Colin CliffordProposal Systems at National Life Group
Having close partners that think the same way, that think outside of the box and don’t accept the industry for what it is, accept it for what it could be. That’s exactly what FIG’s mindset is day in day out and Hexure mindset is day in and day out.
Aaron PriceChief Operating Officer at Financial Independence Group
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Pre-Sale Functions

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