MGA/Carriers

First Connect^TM is the market-leading payment solution platform designed specifically for MGAs, carriers, and their brokers.

Our First Connect^TM platform allows MGAs and carriers across the country to seamlessly provide brokers point-of-sale payment solutions for their clients.

First Connect^TM Benefits

	Pre-Approved Terms		Have confidence in knowing your clients are pre-approved with First Connect^TM.
	Reduced Workload		MGAs and carriers will generate Payment Options Forms and include them with the policy quotes. This significantly reduces the brokers’ workload as they simply present the Payment Options Form that has already been created for them to their client. MGAs and carriers now have the ability to add multiple policies to a single quote, which also reduces data input.
	Increased Close Ratios		Provide clients with integrated and convenient payment options at the point of sale and close more business. Reduce receivables and the management of collecting overdue payments.
	Integrated Workflow		The First Connect^TM process simplifies and expedites the collection of premiums. Brokers will automatically receive a Payment Options Form with their First Connect^TMpartner policy quotes. Paperless Payment Options are now integrated into the broker's workflow, enabling brokers and their clients and sign the premium finance agreement securely online with digital Signature.
	Preferred Rates		Leverage your First Connect^TM partners’ volume pricing and offer your clients the most competitive rate, regardless of how much business you place.
	Simple to Accept		The billing between First Connect^TM partners and brokers remains as “Agency Bill”, therefore internal billing processes remain the same.