FIRST Pay for Vertafore SIG

Reliability ∙ Growth ∙ Innovation

FIRST Pay™ for Vertafore SIG™

 

 

FIRST Pay™ is our integrated payment solution which improves brokers' client experience with the easy creation of payment plans and real-time payment status, from directly within Vertafore SIG™.

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FIRST Pay™ Benefits

  • Easily create payment plans from your BMS
  • Improve your client experience
  • Improve operational efficiencies
  • Reduce receivables and administration costs
  • Protect your client relationships
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  • Now you can present payment options to your customer prior to billing. Use Quick Quote to run real-time what-if scenarios and create a premium finance quotes in a few simple clicks.
 

Perform These Functions Directly From Vertafore SIG™

  • Quote new business and renewal policies for commercial and personal lines
  • Integrate payment options to your policy proposal at the point of sale
  • Offer customized pricing programs and real-time what-if scenarios
  • Finance multiple policies in one contract and control installment dates
  • Look up real-time client payment status
  • Automated activities, suspense, and document attachments
  • View installment schedules, disbursements, financed policies, and documents

We’re proud to be recognized as a Vertafore Orange Partner as part of Vertafore’s Orange Partner Program designed to highlight their high-quality integrations with strategic third party technology partners.

Provide secure, innovative payment solutions for all your clients,
directly from within Vertafore SIG™

Contact your Relationship Manager

 

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