(Image credit: Alan Vernon.)
Insurance Technologies (Colorado Springs, Colo.), a provider of sales and regulatory automation solutions for the insurance and financial services industries, has expanded integration between its FireLight e-application order entry solution and Redtail CRM, a client management solution by Redtail Technology (Gold River, Calif.), to broaden support for both Redtail enterprise and individual user accounts.
Katherine Dease, VP, Insurance Technologies.
The expanded integration with Redtail further advances the sales capabilities FireLight currently provides to Insurance Technologies’ clients and their advisors, and enhances the overall sales process of insurance, financial and retirement products, according to a vendor statement.
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, Insurance Technologies reports. 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, according to the vendor.
“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,” comments Katherine Dease, VP, 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.”
David Melhorn, Director of Sales, Retail Technology.
Supporting Global Firm Level and Individual User Accounts
FireLight enables firms to support both global firm level accounts and individual user accounts to align with various sales processes, the vendor statement adds.
“One of our goals at Redtail is to make clients’ lives easier by providing more ways to maximize their efficiency and time,” comments 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.”
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