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For Producer Use Only
Newswire: Mission accomplished! All EquiTrust products converted to streamlined wizard E-App process
ALL PRODUCTS HAVE NOW BEEN TRANSITIONED TO STREAMLINED WIZARD PLATFORM
Now’s the time to begin using wizard-based FireLight E-Applications
Transition to wizard for these products
In our conversion of FireLight E-Apps from a forms-based approach to a streamlined wizard platform, we've made it to the finish line! Now all EquiTrust products are available through the simple wizard E-App process. The last three products that have moved to wizard are:
ChoiceFour®
MarketForce Bonus Index™
MarketMax Index™
These products join the rest of our product portfolio which have already moved to wizard. All products available in wizard include the new Financial Needs Analysis (FNA) form, designed to reduce not-in-good-order (NIGO) business and eliminate errors.
Finalize applications you started in forms-based FireLight by 2/15/24
Do you have forms-based applications in progress? If so, you can still complete and submit them through February 15, 2024.
Wizards magically make your work easier
The streamlined wizard platform is more interactive than the forms-based app process. It uses questions to guide you through required responses, populating fields based on your answers — and it’s another way to reduce NIGOs.
The new FireLight Wizard-based E-App Platform Guide provides step-by-step instructions and helpful tips.