To help make the transition to our enhanced system as easy as possible, you can access our Enhanced Reference Guides below for step-by-step instructions on all system functionality including: Creating a quote, Completing quotes, Renewals and additional premiums and Account management. Contact your dedicated Relationship Manager to request accredited training* for your brokerage.
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Provide your clients with enhanced value and seamlessly present innovative payment options with every commercial insurance policy with our First InSite Enhanced™ payment platform.
Enhanced features you now have access to include:
Provide your clients with enhanced value and seamlessly present innovative payment options with every commercial insurance policy with our First InSite Enhanced™ payment platform.
Enhanced features you now have access to include:
Digital Signature
You and your clients now have access to the security and convenience of a digital signature process. Conveniently sign contracts any time, from anywhere, on any device. Close business faster and easier with immediate delivery of signed contracts via a secure web-based system.
No More Paper
Streamline your workflow including quoting, providing payment options, and contract archiving all via an entirely paperless workflow. Reduce the time it takes to close business and significantly improve your service to your clients.
Integrated Credit Card Payments
Accept credit card payments integrated as part of your payments solution offering with the First InSite Enhanced™ platform. Receive payments faster, reduce your receivables, and retain client relationships with this cost-effective solution. Provide your clients with the benefits of a convenient and an easy payment process.
