“A One Stop Life, Health, and Annuity Resource.”
● Admin configuration (form/wizard designing, tagging, ruleset creation state approval, & sales agreement)
● Firelight forms development
● Firelight wizard development
● Illustration wizard development in Firelight Platform
● Integration with Envestnet and LUMA
● Review Queues Setup
● User and Role code setup
● Salesforce and Redtail CRM to forms/wizard Data Mapping
● Deployment from dev to staging to production
● Salesforce to firelight SSO Integration
● SSO Implementation for login into Firelight
● Email Templates setup
● Distributor to Carrier data mapping
● Firelight training to client team (Configure Analyst and Agents)
● Manage end to end Firelight implementation projects
● Manage Insurance product deployment from carrier to distributor Instance
● End to End Implementation of Firelight to carrier and distributor
● Debug and fix Firelight issues
● Production Support
● DTCC Mapping
● Firelight Integration with other platform