CONNECTING SALES
FOR INSURANCE AND FINANCIAL SERVICES
LIFE ANNUITY
LONG-TERM CARE DISABILITY
MED SUP
MUTUAL FUNDS LIFE ANNUITY LONG-TERM CARE DIS
ABILITY MED SUP MUTUAL FUNDS LIFE ANNUITY
LONG-
TERM CARE DISABILITY MED SUP MUTUAL FUNDS LIFE
ANNUITY LONG-TERM CARE DISABILITY MED SUP MU
TUAL FUNDS LIFE
LONG-TERM ANNUITY LIFE DISABIL
ITY MED SUP MUTUAL FUNDS LIFE
CARE DISABILITY
MED SUP
LONG-TERM CARM
MUTUAL FUNDS LIFE ANNU
ITY LONG-TERM CARE DISABILITY MED SUP MUTUAL LIFE ANNUITY
LONG-TERM CARE DISABILITY
MED SUP
MUTUAL FUNDS LIFE ANNUITY LONG-TERM CARE DIS
ABILITY MED SUP
MUTUAL FUNDS
LIFE ANNUITY
LONG-
TERM CARE DISABILITY
MED SUP
MUTUAL FUNDS LIFE ANNUITY LONG-TERM CARE DISABILITY MED SUP MU
TUAL FUNDS LIFE
ITY MED SUP
LONG-TERM ANNUITY LIFE DISABIL
MUTUAL FUNDS LIFE
CARE DISABILITY
MED SUP
LONG-TERM CARM
MUTUAL FUNDS
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MED SUP
LIFE ANNU
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TABLE
Why Hexure Accelerating Quoting and Sales Creating a Better Experience Meeting Client Expectations Powering Your Digital Sales 4 6 8 11 12 About Hexure 14 2
OF CONTENTS
Why Hexure 4 Accelerating Quoting and Sales 6 Creating a Better Experience 8 Meeting Client Expectations 11 Powering Your Digital Sales 12 Meeting Client Expectations 11 Powering Your Digital Sales 12 About Hexure 14 3 hexure.com
WHY HEXURE
The future of the life insurance and annuity industry is digital. Consumers want a better experience. Advisors want to spend less time processing a sale and more time making the sale.
Our solutions enable digital workflows so you can deliver customer-centric sales experiences, create better workflows, accelerate submissions, and improve in-good-order sales.
Join us in building a future where consumers buy financial and insurance products quickly, digitally and at their fingertips.
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High Quality Results
“Every time we work with Hexure, we are impressed with the ease of their process and their commitment to delivering high-quality results. They’ve been tremendous influencers in helping us unlock everything we envisioned, and we are looking forward to seeing what the rest of the partnership unlocks for us.”
Steve Bianchi | Senior Consultant, Business Program Management Nationwide
Flexibility
WHAT OUR CLIENTS SAY
Innovative Thinking
“Having close partners that think the same way, that think outside of the box and don’t accept the industry for what it is, accept it for what it could be. That’s exactly what FIG’s mindset is day in day out and Hexure’s mindset is day in and day out.”
Arron Price | Chief Operating Officer Financial Independence Group
Top Technology Partner
“We didn’t see anyone else doing what Hexure offered. They had the most flexibility, were already considered a leading solutions provider, and had APIs that would allow us to create exactly what we needed.”
Kevin O’Hara | Co-Founder and Chief Technology Officer Signal Advisors
“It was obvious from the start that we would be getting a true partnership with Hexure in addition to top-notch technology. They aligned their team to work the way we needed.”
Colin Clifford | Director, Proposal Systems National Life Group
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ACCELERATING QUOTING & SALES PROCESSES
Consumers want to buy financial and insurance products fast and on the internet. To stay competitive, your process needs to meet consumers where they are… online. FireLight can help you achieve that.
Use a single platform for various sales activities that is flexible to support your unique processes and business needs and can reduce your NIGO rate.
Pre-Sales
Take control of the first step in the sales process with rules-driven data collection. Never lose a client again due to lost or forgotten data or a disjointed pre-sale process.
Quoting & Mobile Applications
Streamline your life insurance quoting process so your advisors spend less time quoting and more time selling. Enable your advisors to succeed from anywhere and quote while on the go.
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Illustrations
Accelerate your sales process with a multi-carrier, multi-product illustration solution. Quickly access and produce compliant illustrations in a dynamic, intuitive process that increases in-good-order applications.
e-Application
Modernize the application process with a consistent, digital workflow that accelerates the time to issue and decreases operational costs. Submit more in-good-order business with suitability scoring and review queues.
“FireLight has been a critical part of unlocking our team’s capabilities and will enable us to continue delivering an exceptional agent and client experience—all while executing our growth strategy.”
John Frye | Co-President Investors Heritage
“ hexure.com 7
CREATING A BETTER EXPERIENCE
When sales teams have to log in and out of multiple platforms to complete a sale, it creates a lot of friction. When there is friction, there is frustation at a bad experience and wasted time.
Take Control: Embed FireLight in your environment and deliver a seamless and streamlined experience you control that aligns with your business needs.
Be
Where Sales Happen:
Configure your rules once and make them accessible within any third-party web application, website or proprietary sales or advisor platform. Reduce the Friction: Your advisors no longer have to leave their preferred platform to capture pre-sales data, create an illustration or submit an e-application. It is the power of FireLight wherever you need it.
“Hexure had the most flexibility, and the FireLight embedded API would allow us to create exactly what we needed. The ability to deploy FireLight workflows natively in our platform would simplify the experience for everyone, and that is what got us excited.”
Kevin O’Hara | Co-Founder and Chief Technology Officer Signal Advisors
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hexure.com 9
“The advisors love FireLight. We even have SMS text authentication set up for those advisors whose broker-dealer requires an extra layer of e-signature verification.”
Martha Hochuli | IT Business Project Manager Advisors Excel
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MEETING CLIENT EXPECTATIONS
Insurance and financial services are not immune from consumer expectations of a digital sales process, which includes e-signature capability.
Distributors who meet these expectations while offering the best digital experience will have the edge. The advantages of e-signature can help you provide that streamlined digital experience.
Reduce NIGOs: With the help of our e-signature capability, firms have achieved a NIGO rate of less than 10% on average.
Increase Adoption of E-Signature: Firms who use FireLight’s proprietary e-signature achieve up to 98% e-sign adoption.
Use in Any Sales Process: At no additional cost, e-signature is available for every step of the sales process across the platform.
Match Your Workflows: The e-signature capability includes multiple capture options in both connected and offline instances so you can build a signing ceremony that works for you.
hexure.com 11
POWERING YOUR DIGITAL SALES
Consumers are demanding innovation and to work with advisors online. Your advisors need to stay competitive. Give them the best software to support their life insurance and annuity sales.
Empower your advisors to meet the consumer where they want to conduct business – in person, online or on the go.
Learn more at: hexure.com
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ABOUT HEXURE
Hexure, formerly Insurance Technologies, started in 1995 with a simple goal: transform the insurance and financial services industry through powerful end-to-end sales solutions.
Our commitment and dedication have not changed over the years. At Hexure, we develop and deliver innovative solutions that power superior sales connectivity, processes, and experiences that meet the sales demands of today and into the future.
Insurance carriers, distributors and financial institutions use Hexure solutions to deliver customer-centric sales experiences, create better digital workflows, and meet regulatory requirements while improving in-good-order sales and increasing speed to issuance.
Digital Sales Tools:
Sales Platform
Enterprise Sales Illustrations
Agency Life Quoter
Mobile App
Carrier Forms Engine
Life Quotes API
Lines of Business:
Life Annuity
Long-Term Care
Disability
Final Expense
Med Sup
Mutual Funds
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LIFE ANNUITY LONG-TERM CARE DISABILITY MED SUP
MUTUAL FUNDS LIFE ANNUITY LONG-TERM CARE DISABILITY MED SUP MUTUAL FUNDS LIFE ANNUITY LONGTERM CARE DISABILITY MED SUP MUTUAL FUNDS LIFE
ANNUITY LONG-TERM CARE DISABILITY MED SUP MUTUAL FUNDS LIFE LONG-TERM ANNUITY LIFE DISABILITY MED SUP MUTUAL FUNDS LIFE LONG-TERM CARM CARE DISABILITY MED SUP
LIFE ANNUITY LONG-TERM CARE DISABILITY MED SUP
MUTUAL FUNDS LIFE ANNUITY LONG-TERM CARE DISABILITY MED SUP MUTUAL FUNDS LIFE ANNUITY LONGTERM CARE DISABILITY MED SUP MUTUAL FUNDS LIFE
ANNUITY LONG-TERM CARE DISABILITY MED SUP MU-
TUAL FUNDS LIFE LONG-TERM ANNUITY LIFE DISABIL-
MUTUAL FUNDS LIFE ANNUITY LONG-TERM CARE DISABILITY MED SUP MUTUAL FU
ITY
MUTUAL
MED SUP MUTUAL
LIFE ANNUITY LONG-TERM CARE DISABILITY MED SUP MUTUAL FU © 2022 Hexure, LLC. All Rights Reserved
MED SUP
FUNDS LIFE LONG-TERM CARM CARE DISABILITY
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