July 26, 2017
Colorado Springs, CO
COLORADO SPRINGS, CO, July 26, 2017 – Insurance Technologies, LLC, a provider of sales and regulatory automation solutions for the insurance and financial services industries, announced the integration expansion between FireLight® and Redtail CRM, a client management solution by Redtail Technology, to broaden support for both Redtail enterprise and individual user accounts.
The integration between Redtail CRM and FireLight enables advisors to automatically pre-fill client information in FireLight applications, simplifying and expediting new business, post-issue, exchange and sub-pay processes. Within FireLight, advisors can quickly access, select and pull client and client-related contact information from their Redtail CRM, creating a streamlined in-good-order sales experience.
“Anything we can do to simplify and expedite data entry during the electronic application process for agents while reducing data entry errors is a significant value add for clients,” said Katherine Dease, vice president of product management, Insurance Technologies. “We are excited about this integration as it continues to enhance the seamless experience for agents allowing them to spend less time entering data and more time selling.”
FireLight enables firms to support both global firm level accounts and individual user accounts to align with various sales processes.
“One of our goals at Redtail is to make clients’ lives easier by providing more ways to maximize their efficiency and time,” said David Melhorn, director of sales, Redtail Technology. “Our expanded integration with Insurance Technologies enables us to do just that while also providing best-in-class innovative solutions that are powered for companies and individuals alike.”
The expanded integration with Redtail further advances the sales capabilities FireLight currently provides to Insurance Technologies’ clients and its advisors, and enhances the overall sales process of insurance, financial and retirement products.
About Redtail Technology
Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), paperless office and email archiving solutions in the financial services industry. Easily affordable, easy to implement and offering integration with many of the industry’s most widely-used applications, Redtail is committed to providing financial advisors with the core technologies that drive their day-to-day operations. CRM is ultimately about not only acquiring and managing clients and prospects – it’s also about servicing them and, in turn, extracting value from the relationships. At the same time, it’s about doing all these things while simultaneously improving operational efficiency. For more information, visit www.redtailtechnology.com.
About Insurance Technologies
Insurance Technologies provides innovative sales and regulatory automation solutions to the insurance and financial services industries. We provide carriers and distributors a suite of integrated sales tools and experiences to better serve advisors, agents and consumers. The unique architecture and flexibility of our solutions deliver front and back-office configurability and usability to support multiple business strategies, encourage cross-channel growth, and evolve with regulatory changes. From pre-sale analysis through e-application, to post-sale account management, our solutions provide the key sales components to create an automated and cohesive sales journey across all lines of insurance, retirement and investment products. For more than 20 years, our focus at Insurance Technologies has never wavered: Be a dependable partner to our clients, make the complex simple, and develop best-in-class sales solutions that transform business processes and empower sales.