Customized Payment Options

Reliability ∙ Growth ∙ Innovation

 

 

As a FIRST Canada partner, you can revolutionize your client payment experience. We now offer a simple and flexible way to include all payment methods accepted by your brokerage on one all-inclusive Payment Options Form.

We allow you to personalize your payment instructions, payment types, broker logo, and colours to make the Payment Options Form uniquely your own.

 

 

Conveniently offer all clients your personalized payment options form at the point of sale. Offer the same streamlined process every time, regardless of how your client chooses to pay.

Your newly designed, user-friendly Payment Options Form puts you in control of your client relationships. Present a more comprehensive experience for your clients and a more efficient process for your staff.

 

 

Personalize the newly-improved Payment Options Form to include all your payment methods such as, easy monthly payments, credit cards, Interac®, cheque, Online Bill Pay, eTransfer and more. Include instructions for each payment method and provide your clients with superior service.

Your Clients. Your Payments.

 

  • Personalize the payment options for your brokerage
  • Protect your client relationship
  • Improve your client experience
  • Include all your payment methods on one form, including easy monthly payments, credit cards, Interac®, Online Bill Pay, eTransfer and more
  • Offer these comprehensive payment options with a few simple clicks, directly from your BMSPolicy Works, or Applied Epic®
  • Integrate customized payment options into your website, portal, or app with FIRST Canada APIs

 

 

 

"We put brokers in control of the payment process for their clients. Our new customizable payment options form easily allows the broker the flexibility to provide a compliant, bespoke payment experience for their clients, improving their value proposition."

 

 

 

Stuart Bruce, CEO

 

Webinar Schedule

For your convenience, training on Customized Payment Options is being offered at the times below.

Tuesday, Oct 6
2:00pm ET

Tuesday, Nov 24
2:00pm ET

 

Revolutionize Your Client Payment Experience

 

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