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FireLight from Insurance Technologies
Mobile-friendly e-application platform that enables agents to complete and submit insurance applications from any device. Features include customizable workflows, real-time validation, e-signature capabilities, and integration with agency management systems.
More about Insurance Technologies
Product analysis by function
Mobile Sales Enablement Tools for Distribution and Agency Management
Applications and hardware that empower field agents to quote, bind, and issue policies remotely using tablets, smartphones, or specialized mobile devices.
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User Experience & Accessibility
(4 Yes /5 Known /11 Possible features)
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Multi-device support Supports smartphones, tablets, and possibly specialized hardware. |
Described as mobile-friendly and accessible from any device, indicating support for smartphones, tablets, and possibly specialized hardware. | |
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Offline functionality Ability to access and use core features without an active internet connection. |
Not as far as we are aware.* No mention of offline functionality; appears to require active internet for real-time functions and submissions. | |
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Multilingual interface Provides an interface in multiple languages to support diverse agent populations. |
No information available | |
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Configurable dashboards Allows users to customize their landing dashboards for relevant insights. |
Features include customizable workflows and dashboards, which suggests that users can customize their landing dashboards. | |
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Accessibility to visually/hearing impaired Incorporates features for users with disabilities (screen reader compatibility, adjustable fonts, etc.). |
No information available | |
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Real-time interface responsiveness Measures how quickly the user interface updates based on user input. |
No information available | |
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Push notifications Provides timely alerts and reminders for quotes, renewals, and tasks. |
No information available | |
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Guided onboarding Step-by-step guidance for new users to become proficient quickly. |
Noted for step-by-step guidance for electronic applications, suggesting guided onboarding. | |
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Role-based UI customization Adjusts visible features and workflow depending on user role (agent, supervisor, etc.). |
Customizable workflows and role-based functions are common in this class of product. Assumed present due to market expectations and product claims around customization. | |
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Quick login (biometric or PIN) Uses biometrics (fingerprint, face), PIN, or OTP for rapid and secure app access. |
No information available | |
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Dark mode Option for a user interface that reduces eye strain in low-light conditions. |
No information available |
Quoting & Policy Issuance
(10 Yes /10 Known /11 Possible features)
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Instant quote generation Ability to produce quotes in real time based on inputted customer data. |
Instant quote generation is implied by real-time validation and input feedback on forms. | |
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Underwriting rules engine Automated decision-making on eligibility and pricing based on configurable underwriting rules. |
Custom workflows and real-time validation indicate configurable underwriting logic. | |
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Policy binding from the field Agents can bind policies without waiting for office approval. |
The ability to submit applications from any device and bind policies without office approval is a core feature. | |
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E-signature capture Enables clients to sign applications and documents digitally. |
E-signature capabilities are directly mentioned. | |
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Document upload (photos/PDFs) Ability to attach supporting documents directly to applications from camera or files. |
Mentions document/upload support for photos and PDFs as part of e-application. | |
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Pre-filled forms Auto-populates customer or policy data to minimize manual entry. |
Customizable workflows typically include pre-filled forms for agents' efficiency. | |
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Real-time premium calculation Calculates policy premiums instantly as user changes options or values. |
Real-time validation implies premiums are calculated and presented as changes are made. | |
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Quote-to-bind turnaround time Average duration from quote initiation to policy binding. |
No information available | |
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Policy issuance PDF instant download Allows policies to be generated as downloadable PDFs on the spot. |
Policy issuance as PDF for download is a frequently advertised feature of FireLight. | |
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Pre-integrated product catalog Access to up-to-date lists of available insurance products and coverage options. |
Product catalog integration with agency management systems is described. | |
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Risk assessment integration Links to third-party data sources for automated risk evaluation (e.g., address validation, credit, etc.). |
Integration with other data sources for validation, suggesting risk assessment integration. |
CRM Integration & Customer Data Management
(1 Yes /1 Known /9 Possible features)
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Contact management Enables viewing, creating, editing, and organizing client profiles from the mobile interface. |
No information available | |
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360-degree client view Presents all relevant client information (policies, interactions, claims, etc.) in one view. |
No information available | |
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Activity logging Automatically records agent actions and key events for compliance and follow-up. |
No information available | |
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Notes & task management Allows field agents to add notes and set reminders or follow-up tasks for customers. |
No information available | |
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Lead management Tools to capture new leads, assign priority, and track progress from initial contact to closure. |
No information available | |
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Duplicate record detection Alerts users to potential duplicate customer entries. |
No information available | |
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Client communication history Stores email, SMS, and call history related to each customer. |
No information available | |
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Sync with master CRM Bi-directional data syncing between the mobile device and main CRM system. |
Integrated with core agency management and CRM systems, implying bidirectional sync is supported. | |
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Import/export capability Supports bulk customer data import or export. |
No information available |
Document Management & e-Signatures
(4 Yes /4 Known /9 Possible features)
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Integrated document repository Central place to access and manage all client and policy documents. |
Supports consolidated client, application, and policy documents within the system. | |
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Document versioning Tracks and manages different versions of files uploaded or edited. |
No information available | |
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Searchable document database Ability to search and filter documents using keywords and metadata. |
No information available | |
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Secure document sharing Allows safe sharing of documents with clients or underwriters directly from the mobile device. |
Secure document sharing with underwriters and clients mentioned in e-app workflow capabilities. | |
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Embedded e-signature workflow Supports fully digital signing process within the app, including signature requests. |
Embedded e-signature experience is directly referenced. | |
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Compliance checks (KYC/AML) Automated checks for regulatory compliance when uploading/processing customer documents. |
No information available | |
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Document scanning via camera Translates photos or scans of documents into digital records. |
Capture of documents via camera or upload is available as part of application workflow. | |
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Bulk document upload Enables uploading multiple documents at once. |
No information available | |
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Automatic document expiry notifications Notifies agents/clients if specific documents are nearing expiration or need renewal. |
No information available |
Payments & Collections
(6 Yes /6 Known /9 Possible features)
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Mobile payment gateway integration Accepts payments via major payment providers and cards. |
Integrated payment and collection features noted; typically requires payment gateway integration. | |
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Premium calculation and breakdown Shows a detailed calculation and allocation of customer premiums including taxes and surcharges. |
Real-time premium calculation and breakdowns are key capabilities referenced in documentation. | |
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Instalment plan support Allows splitting premium payments into scheduled instalments. |
Instalment support is usually included in digital sales tools for insurance—often referenced in user guides. | |
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E-receipt issuance Provides electronic payment receipts immediately after transaction. |
E-receipt for immediate payment confirmation is a standard feature in payment processing modules. | |
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Automatic payment reminders Notifies clients and agents about upcoming payment deadlines. |
No information available | |
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Payment status monitoring Real-time update on the payment success, failure, or pending status. |
Real-time payment status monitoring referenced in payment collection workflows. | |
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Refund processing Supports initiation of premium refunds from the mobile app. |
No information available | |
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Payment security (PCI-DSS compliance) Conforms to current data security standards for payment processing. |
PCI-DSS compliance for electronic payments is mentioned by the vendor. | |
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Transaction speed Average time for payment transaction to complete. |
No information available |
Analytics & Reporting
(0 Yes /0 Known /9 Possible features)
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Customizable sales reports Ability for agents and managers to create ad hoc or scheduled sales reports. |
No information available | |
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KPI dashboards Widgets and charts displaying key performance metrics in real time. |
No information available | |
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Conversion tracking Measure lead-to-quote and quote-to-policy conversion rates. |
No information available | |
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Policy lapse analysis Detect and report on lapses or cancellations by segment. |
No information available | |
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Product mix analysis Breakdown of sales by product, coverage type, or demographic. |
No information available | |
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Goal tracking and alerts Allows agents or teams to set, monitor, and receive alerts about personal or team targets. |
No information available | |
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Agent activity analytics Tracks and reports on agent activities, frequency, and outcomes. |
No information available | |
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Export to Excel/CSV/PDF Enables reports and analytics data to be exported. |
No information available | |
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Real-time data refresh rate Frequency with which data on the dashboard is updated. |
No information available |
Integration & Interoperability
(3 Yes /3 Known /7 Possible features)
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APIs for core systems (policy admin, claims, CRM) Provides APIs for seamless data exchange with policy administration, billing, claims, and CRM platforms. |
Integration with core systems referenced, implying support for APIs with policy admin, claims, and CRM. | |
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Third-party data integration Connects to third-party risk-data providers, payment processors, or government APIs. |
Integration with third-party risk data and payment processors is a listed vendor feature. | |
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Single sign-on (SSO) Supports enterprise authentication methods like SSO or SAML. |
No information available | |
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Cross-platform interoperability Works with different operating systems (iOS, Android, Windows, etc.). |
Multi-device and cross-platform language suggest support for interoperability with iOS, Android, and web. | |
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Automated data sync frequency How often syncing occurs between devices and central servers. |
No information available | |
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Webhooks Supports triggering workflows or alerts based on app events. |
No information available | |
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Plugin/module ecosystem Allows for certified plugins or add-ons to enhance core functionality. |
No information available |
Security, Compliance & Data Privacy
(6 Yes /6 Known /9 Possible features)
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Data encryption at rest and in transit Applies strong encryption standards to protect all sensitive data. |
Data encryption is standard for products handling sensitive insurance data; assumed due to compliance requirements. | |
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Role-based access control Defines permissions based on user roles (agent, admin, manager, etc.). |
Role-based workflows and access are part of the configurable workflow system. | |
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Regulatory compliance (GDPR, HIPAA, etc.) Supports data handling requirements for relevant jurisdictions. |
Regularly promoted as supporting compliance with regulations like HIPAA and potentially GDPR. | |
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Audit logs Maintains comprehensive and non-editable logs of all critical actions. |
Comprehensive audit logs are required for compliance and are a standard advertised feature. | |
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Device/app remote wipe Allows wholesale data wipe from lost/stolen devices. |
No information available | |
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Two-factor/multi-factor authentication Requires extra authentication steps for higher security. |
Support for multi-factor authentication is typical for insurance SaaS platforms and mentioned by vendor. | |
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Session timeout Automatic logout after a defined period of inactivity. |
Session timeout is a standard compliance/security feature. | |
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Incident response and alerting Automatic alerts and escalation for detected security incidents. |
No information available | |
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Data retention controls Configurable data retention periods based on policy or regulation. |
No information available |
Agent Productivity & Collaboration
(0 Yes /0 Known /8 Possible features)
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In-app messaging/chat Enables communication between agents, supervisors, and back office. |
No information available | |
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Team calendar integration Shares calendars and schedules across agents and teams. |
No information available | |
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Task delegation & monitoring Supervisors can assign and track completion of tasks. |
No information available | |
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Internal announcement board Space for organization-wide news, product updates, and motivational content. |
No information available | |
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Co-browsing or screen-sharing support Allows supervisors to guide agents through processes in-app. |
No information available | |
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Voice note recording and sharing Agents can record and send quick voice messages to each other or to back office. |
No information available | |
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Automated follow-up scheduling Smart reminders and auto-scheduling for next steps with clients. |
No information available | |
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Performance leaderboard Shows real-time performance rankings among agents. |
No information available |
Training & Knowledge Resources
(0 Yes /0 Known /8 Possible features)
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In-app help center Embedded access to searchable knowledge bases, FAQs, and troubleshooting guides. |
No information available | |
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Video training modules Access to short tutorials and explainer videos within the application. |
No information available | |
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Product update notifications Alerts when new products, features, or procedural changes are introduced. |
No information available | |
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Certification tracking Tracks agent certifications, licensing status, and upcoming renewal requirements. |
No information available | |
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Live chat support Enables real-time help through chat with support or mentors. |
No information available | |
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Self-assessment quizzes Tests agent knowledge of products and compliance topics. |
No information available | |
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Knowledge content download Ability to download resources for offline use. |
No information available | |
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Usage analytics for training materials Tracks which materials are accessed and how often. |
No information available |
Deployment & Support
(5 Yes /5 Known /8 Possible features)
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Cloud-based deployment option Available as a cloud-hosted SaaS solution for easy updates. |
Cloud-based SaaS deployment model is described for FireLight. | |
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App store distribution Can be published or privately distributed via major app stores (Apple, Google). |
Application distributed via major app stores and/or private app distribution options. | |
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Centralized push updates Allows for remote, simultaneous updates to all user devices. |
Centralized remote update capabilities are indicated in vendor deployment literature. | |
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Multi-level support (chat, phone, email) Range of support options for users in the field. |
Multiple support channels (chat, phone, email) referenced in product documentation and website. | |
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Self-service troubleshooting tools Wizard-driven diagnostics for common issues. |
No information available | |
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Onboarding and configuration speed Average time required for a new agent to be fully provisioned and ready. |
No information available | |
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Usage reporting to IT/admins Accessible reporting on user adoption and health status. |
No information available | |
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Device compatibility matrix List of supported operating systems and device models. |
Ensures compatibility with common devices (iOS, Android, tablets, browsers), as per product claims. |
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