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FIRST Pay™ for Applied Epic® helps brokerages manage payments with improved flexibility and efficiency
FIRST Pay™ for Applied Epic® helps brokerages manage payments with improved flexibility and efficiency
FIRST Pay™ for Applied Epic® simplifies the payment process for brokers and their clients. Enhance your service and client experience, improve operational efficiencies, while reducing your receivables and administration costs.
FIRST Pay™ for Applied Epic® allows you to:
FIRST Pay™ for Applied Epic® allows you to:
- 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
New FIRST Pay™ for Applied Epic functionality includes:
Estimated Premium Quotes – easily create quotes without transactions and 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
Look forward to these FIRST Pay™ for Applied Epic® functionality improvements:
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.
Never leave your broker workflow and provide secure, innovative payment solutions for all your clients.
