MT TL
Follow Us
ITA MEMBERSHIP

DATA

DATA

Insurance Technologies Expands Integration to Support Enterprise, Individual Accounts

Insurance Technologies announces 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 access, select, and pull client and client-related contact information from their Redtail CRM, creating a streamlined 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,” says 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,” says 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.


Featured articles

OWIT MR

Majesco MR

ELECTRONIC CHAT

The Email Chat is a regular feature of the ITA Pro magazine and website. We send a series of questions to an insurance IT leader in search of thought-provoking responses on important issues facing the insurance industry.

  • Electronic Chat with Ron Glozman

    Laura Mazzuca Toops

    Ron Glozman is the founder of Chisel, an AI solution for the global insurance industry which uses natural language processing and named entity... READ MORE

ITA LIVE 2020

ITA LIVE 2020 –SAVE THE DATE!
April 5th – 7th, 2020
The Diplomat Resort
Hollywood, FL
Become a member today to receive updates – www.itapro.org/MR

BLOGS AND COLUMNS

only online

Only Online Archive

ITA Pro Buyers' Guide

Vendor Views

Partner News