Achieving Successful e-Application Transformation
Putting Advisor Experience at the Forefront
Advisors Excel knew buy-in from advisors was critical to successfully creating a scalable enhanced application process. This included the adoption of e-Signature. So, Advisors Excel deployed a robust training program and incentive campaigns for the advisors when FireLight was implemented. They also worked with both [Hexure] and the carriers on many enhancements and integrations to automate and streamline application completion processing, significantly speeding up and enhancing the entire advisor experience.