Insurance Technologies, LLC, a provider of sales and regulatory automation solutions for the insurance and financial services industries, announces ECA Marketing, a national annuity and life marketing organization, has launched FireLight® e-Application enabling their advisors to quickly and efficiently process annuity sales electronically. By using FireLight Access, ECA Marketing was able to deploy FireLight e-Application to their advisors to submit applications to multiple carriers within a matter of weeks.
ECA Marketing COO and Annuity New Business Manager Stephanie Dahl said, “Adding the FireLight platform to our new business process has been a game changer. Not only is it fast and efficient saving time and money for our advisors and case managers; it is the perfect solution for virtual sales. Our advisors are currently electronically submitting annuity business to 18 carriers on FireLight, and we are in the process of expanding that list.”
With FireLight, ECA Marketing has been able to:
- Simplify and speed the sales application process for advisors across multiple carriers
- Ensure advisors have up-to-date carrier applications and requirements for In-Good-Order submissions
- Provide an intuitive experience to capture application data and e-signatures
- Customize workflows and review queues for their different sub-agencies and processes
- Receive audit and transaction history reports for compliance management
- Quickly get products in front of advisors to assist their clients’ needs
“ECA’s leadership was dedicated to giving their advisors tools to process business as efficiently as possible, and they knew FireLight e-Application was the best way to make that a reality,” said Tammy Shuminsky, COO, Insurance Technologies. “With FireLight Access, we are able to deliver exceptional functionality and flexibility out of the box providing marketing organizations like ECA the ability to give their advisors access to products quickly and easily.”
FireLight e-Application, a sales component of the FireLight sales platform, manages the application data collection, signature and submission process; generating in-good-order electronic business processing. FireLight Access enables distributors or carriers to quickly onboard advisors to FireLight when a firm does not want or need single-sign-on capabilities.
About ECA Marketing
ECA Marketing is a National Annuity and Life Marketing Organization doing business in all 50 states and several U.S. territories. ECA was purchased and re-branded in 1997 but has roots dating back to 1985. Since 2006, ECA Marketing has produced over $15 Billion in Fixed Annuity and Target Life Premium. ECA Marketing is one of the largest independent marketing organizations in the United States today. The company states that their many years in business, combined with the dedication and knowledge of their field agents and financial advisors is what has helped them to reach multiple business goals throughout the years. Those interested in learning more can visit ECA Marketing online at www.ecamarketing.com.
About Insurance Technologies
Insurance Technologies provides innovative sales and regulatory automation solutions to the insurance and financial services industries. Offering a suite of integrated sales solutions, from pre-sale functions to illustrations through e-application and e-delivery to post-sale services, Insurance Technologies provides carriers and distributors the sales capabilities and tools to create automated and cohesive sales experiences for their advisors and clients across all lines of insurance, retirement and investment products. The unique architecture and flexibility of its solutions deliver front and back-office configurability and usability to support multiple business strategies, encourage cross-channel growth and evolve with regulatory changes.