Access our reference guides below for step-by-step instructions on all system functionality including: Creating a Quote, Processing Renewals, Additional Premium Quotes, and Managing Accounts.
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Our award-winning First InSite Lite™ simplifies the process of providing innovative payment options to all your clients.
Drastically reduce the time and effort required to create payment plans for your clients. Offer the same streamlined process every time regardless of how your client chooses to pay.
Our award-winning First InSite Lite™ simplifies the process of providing innovative payment options to all your clients.
Drastically reduce the time and effort required to create payment plans for your clients. Offer the same streamlined process every time regardless of how your client chooses to pay.
Innovative features of First InSite Lite™ include:
Innovative features of First InSite Lite™ include:
Integrated Payments
Offer your clients all payment methods accepted by your brokerage on one all-inclusive Payment Options Form. Receive payments faster, reduce your receivables, and retain client relationships with customized payment options from FIRST Canada.
eSignature
You and your clients have access to the security and convenience of an integrated electronic signature process through DocuSign. 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.
Digital Workflow
Streamline your workflow including quoting, providing payment options and easy monthly payments all via a completely digital workflow. Reduce the time it takes to close business and significantly improve your service to your clients.
Innovative features of First InSite Lite™ include:
Integrated Payments
Offer your clients all payment methods accepted by your brokerage on one all-inclusive Payment Options Form. Receive payments faster, reduce your receivables, and retain client relationships with customized payment options from FIRST Canada.
eSignature
You and your clients have access to the security and convenience of an integrated electronic signature process through DocuSign. 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.
Digital Workflow
Streamline your workflow including quoting, providing payment options and easy monthly payments all via a completely digital workflow. Reduce the time it takes to close business and significantly improve your service to your clients.
Get the most from First InSite Lite™
Contact your dedicated Relationship Manager if you would like to receive accredited training* for your office.
*This training session is accredited for 1 credit in the personal skills category for continuing education in the province of Ontario and British Columbia, and is accredited for 1 general credit in the province of Alberta, Saskatchewan, and Manitoba.
Award-Winning Platform
We were proud to be awarded Digital Innovator of the Year for our bilingual interface, First InSite Lite™.
We were recognized for the design and development of a new bilingual user interface, First InSite Lite™ which leverages our loan management platform via APIs.
Award-Winning Platform
We were proud to be awarded Digital Innovator of the Year for our bilingual interface, First InSite Lite™.
We were recognized for the design and development of a new bilingual user interface, First InSite Lite™ which leverages our loan management platform via APIs.
Your dedicated sales and support team are here to help with any questions
Your dedicated sales and support team are here to help with any questions
