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FireLight (from Insurance Technologies)

Integration Name:

FireLight

Integration Type:

Form-Filling software

Setting up the integration: 

If FireLight is available to your practice, you will need to contact your firm or home office for setup instructions.

Integration functionality:

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. 

Insurance Technologies resources:

Website

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