Our award-winning First InSite Lite™ simplifies the process
of providing innovative payment options to all your clients.
Innovative features of First InSite Lite™ include:
Integrated Payments
Offer your clients all payment methods accepted by your brokerage on one all-inclusive Payment Options Form. Receive payments faster, reduce your receivables, and retain client relationships with customized payment options from FIRST Canada.
eSignature
You and your clients have access to the security and convenience of an integrated electronic signature process through DocuSign. Conveniently sign contracts any time, from anywhere, on any device. Close business faster and easier with immediate delivery of signed contracts via a secure web-based system.
Digital Workflow
Streamline your workflow including quoting, providing payment options and easy monthly payments all via a completely digital workflow. Reduce the time it takes to close business and significantly improve your service to your clients.
Get the most from First InSite Lite™
Access our reference guides below for step-by-step instructions on all system functionality including: Creating a Quote, Processing Renewals, Additional Premium Quotes, and Managing Accounts.
Quotes Renewals Additional Premium Quotes Accounts
Contact your dedicated Relationship Manager if you would like to receive accredited training* for your office.
*This training session is accredited for 1 credit in the personal skills category for continuing education in the province of Ontario and British Columbia, and is accredited for 1 general credit in the province of Alberta, Saskatchewan, and Manitoba.