The annuity industry and the business submittal process has become overly complex over the last few years.
Do you have problems with where or how to submit business, getting a needed
Event Details
The annuity industry and the business submittal process has become overly complex over the last few years.
Do you have problems with where or how to submit business, getting a needed application, missing forms or having unnecessary forms included, delayed UW due to missing information, needing new signatures due to licensing or product training, outdated forms, or even trying to get signatures from a client that’s busy or in another state? E4IS can simplify your life with an easy way to submit business In Good Order with Firelight.
Join us on this BREW for a live demo of how to access and use Firelight in E4 Advisor Portal with E4’s Director of Annuities, Doug Twiddy!
