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Expand your horizons with innovative payment solutions from FIRST Insurance Funding of Canada (FIRST Canada). Enhance your offering with flexible payment options, elevate your client experience, and enhance your value proposition – all from within Applied Epic®. Connect with FIRST Canada at the 2024 Applied Net Conference on September 9 – 12 at the Gaylord Opryland Convention Centre in Nashville.
We will be showcasing the only Applied Certified integration, FIRST Pay™. 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 Applied Epic, now with even more efficiency and flexibility.
Enhance your service and client experience and improve operational efficiencies while reducing your receivables and administration costs.
Learn more about FIRST Pay™ for Applied Epic®
- Integrate payment options to your policy proposal at the point of sale
- Customize pricing programs and real-time what-if scenarios
- Obtain real-time client payment status updates
- Automated activities and document attachment
- Automated accounting and accounts receivable functions
- View installment schedule, disbursements, financed policies, and documents from within Applied Epic
Visit our booth and speak to Stuart Bruce, Chairman, Chief Executive Officer; David Caringi, Chief Sales Officer; Michael Khouri, VP National Accounts; Crystal Macklin, SVP Marketing and Communications; and Madison Freeston, Senior Technology Solutions Consultant to learn how you can easily create customized payment options in a few simple clicks directly from Applied Epic®.
Don't miss this opportunity to learn about the future of payment solutions.
We look forward to seeing you at the conference.
FIRST Pay™ for Applied Epic® Features and Functionality
- Estimated Premium Quotes – easily create quotes without transactions and provide a quote at policy proposal
- Renewal Quoting – streamline your renewal workflow through Applied Epic®
- Renewal Quoting – updated user controls and preset defaults to streamline the renewal workflow
- Quote Submission – easily submit any new, renewal, or positive endorsement quote in a few simple clicks
- Import Quotes – import an existing quote to take advantage of all FIRST Pay’s™ automated functionality to manage your client’s contract
- Positive or Negative Endorsement Request – easily request a positive or negative endorsement directly from Applied Epic® and create an activity record
Enter to Win
While at our booth, speak with a member of our sales team and enter your name into the draw for a GoPro Hero 12.
