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2023 Applied Net Conference
With FIRST Canada payment solutions, the future is bright. Enhance your service and client experience and improve operational efficiencies, while reducing your receivables and administration costs with FIRST Pay™ for Applied Epic®.
Connect with our knowledgeable team at the Applied Net Conference taking place October 23-26 at the Aria Resort in Las Vegas as we showcase our Applied Certified FIRST Pay™ for Applied Epic® integration. Learn more about the newest features in the latest release of FIRST Pay™ for Applied Epic® which 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
Visit our booth and speak to Stuart Bruce, Chairman, Chief Executive Officer; David Caringi, Chief Sales Officer; Michael Khouri, VP 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®.
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| Stuart Bruce Chairman, Chief Executive Officer 416 904 4790 |
Dave Caringi Chief Sales Officer 416 216 1789 |
Michael Khouri |
Madison Freeston |
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.
Enter to Win
While at our booth, speak with a member of our sales team and enter your name into the draw for a Bose Revolve+ II Bluetooth® speaker.