Engage with FIRST Canada at the 2022 Applied Net Convention

Reliability ∙ Growth ∙ Innovation

Sep 9, 2022

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

  

Engage with FIRST Canada and provide innovative payment solutions directly from your BMS with FIRST Pay™ for Applied Epic® on October 2 - 5, at the Gaylord Opryland Resort and Convention Center in Nashville. Speak with the FIRST Canada team at Applied Net 2022 and learn about the new features in the latest release of FIRST Pay™ for Applied Epic®.

FIRST Pay™ for Applied Epic®, simplifies the payment process and offers payment plans directly from your BMS, now with even more efficiency and flexibility. Enhance your service and client experience, improve operational efficiencies, while reducing your receivables and administration costs.

Learn more about FIRST Pay™ for Applied Epic®

  • Integrate customized payment options to your policy proposal at the point of sale
  • Customize pricing programs and real-time what-if scenarios
  • Obtain client payment status from within Applied Epic®
  • Automate activities and document attachment
  • Automate accounting and accounts receivable functions
  • View installment schedule, disbursements, financed policies, and documents

New Features

  • Estimated Premium Quotes – easily create quotes without transactions and easily provide a quote at policy proposal
  • Policy Cancellation Request – easily request a policy cancellation directly from Applied Epic® and create an activity record
  • Positive Endorsement Request – easily request a positive endorsement directly from Applied Epic® and create an activity record
  • Negative Endorsement Request – easily request a negative endorsement directly from Applied Epic® and create an activity record
  • Import Quotes – import an existing quote to take advantage of all FIRST Pay’s™ automated functionality to manage your client’s contract
  • Quote Submission – easily submit any new, renewal, or positive endorsement quote in a few simple clicks for fast conversion

 

Improved Functionality

  • Renewal Quoting – updated user controls and preset defaults to streamline the renewal workflow
  • Billing Plan Automation – the selection of the policy billing plan is now automated
  • Attachment Specification – customize the attachments folder and have all attachments available in the folder you specify
  • Library Enhancements – control adding, removing, and maintenance of your Carrier / MGA listings
  • User Interface improvements – improvements in the look and feel of integration screens, French translations, transaction descriptions, and error messages provide even greater flexibility and an enhanced user experience.

Visit our booth and speak to Stuart Bruce, CEO; David Caringi, Chief Sales Officer; Michael Khouri, AVP National Accounts; and Madison Freeston, Technology Solutions Consultant to learn how you can easily create customized payment options in a few simple clicks directly from Applied Epic®.

 

Stuart Bruce Dave Caringi Michael Khouri Madison Freeston  
Stuart Bruce
CEO 
  		Dave Caringi
Chief Sales Officer 
  		Michael Khouri
AVP National
  Accounts 		Madison Freeston
Technology Solutions
 Consultant 		 

 

Visit the FIRST Canada booth

and enter for your chance to win
Bose Portable Smart Speaker

 

About FIRST Insurance Funding of Canada

FIRST Insurance Funding of Canada (FIRST Canada) provides the Canadian Insurance Market with comprehensive payment solutions. Brokers, MGAs, and carriers can partner with FIRST Canada and expand their offering to provide more value, choice, and convenience for all of their clients. The combined strength of FIRST Canada’s dedicated team, evolved offering, and innovative platform positions its partners to meet the demanding future of the Canadian Insurance landscape armed with market-leading solutions for success. FIRST Canada is part of Wintrust (Nasdaq: WTFC), a financial services company with more than $50 billion in assets and a part of the largest premium finance companies in North America. Follow FIRST Canada on LinkedIn and Twitter.
For more about the company, visit www.firstinsurancefunding.ca.

 

Media Contact:

Crystal Macklin
SVP, Marketing and Communications
FIRST Insurance Funding of Canada
crystal.macklin@firstinsurancefunding.ca
647 308 4944

 

 

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