FIRST Canada revolutionizes payments for brokers and their clients

Reliability ∙ Growth ∙ Innovation

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

FIRST Insurance Funding of Canada (FIRST Canada), the industry leader in insurance payment solutions, is pleased to announce the launch of customized payment options, effective April 13, 2020.

One Partner

As a FIRST Canada partner, you can revolutionize your client payment experience. FIRST Canada now offers a simple and flexible way to include all payment methods accepted by your brokerage on one all-inclusive Payment Options Form. You can personalize your payment types, payment instructions, broker logo, and form colours to make the Payment Options Form uniquely your own.

One Process

Conveniently offer all clients your personalized Payment Options Form at the point of sale. Offer the same streamlined process every time, regardless of how your client chooses to pay. Your newly designed, user-friendly Payment Options Form puts you in control of your client relationships. Present a more comprehensive experience for your clients and a more efficient process for your staff.

All Payments

Personalize the newly-improved Payment Options Form to include all your payment methods, such as easy monthly payments, credit cards, Interac®, cheque, Online Bill Pay, eTransfer, and more. Include instructions for each payment method and provide your clients with superior service.

 

Your Clients. Your Payments.

  • Personalize the payment options for your brokerage
  • Protect your client relationship
  • Improve your client experience
  • Include all your payment methods on one form, including easy monthly payments, credit cards, Interac®, Online Bill Pay, eTransfer, and more.
  • Offer these comprehensive payment options with a few simple clicks, directly from your BMS, Policy Works, or Applied Epic®
  • Integrate customized payment options
    into your website, portal, or app with
    FIRST Canada APIs

 

“We put brokers in control of the payment process for their clients,” said FIRST Canada CEO Stuart Bruce. “Our new customizable Payment Options Form easily allows brokers the flexibility to provide a compliant, bespoke payment experience for their clients, improving their value proposition.”


For more information about customizing your payment options, visit www.firstinsurancefunding.ca/yourpayments

 

 

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