Expand Your Horizons with FIRST Canada at the 2024 Applied Net Conference

TORONTO, ON, AUGUST 28, 2024/insPRESS – 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 […]

August 28, 2024 | Last updated on August 28, 2024
3 min read

TORONTO, ON, AUGUST 28, 2024/insPRESS – 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 as they showcase 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 the FIRST Canada 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®.

Stuart Bruce Chairman, Chief Executive Officer 416 904 4790 Dave Caringi Chief Sales Officer 416 216 1789
Michael Khouri VP, National Accounts 416 389 5609 Crystal Macklin SVP Marketing and Communications 647 308 4944
Madison Freeston Senior Technology Solutions Consultant 647 385 6323

 

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 the FIRST Canada booth, speak with a member of their sales team and enter your name into the draw for a GoPro Hero 12.

 

About FIRST Insurance Funding of Canada

FIRST Insurance Funding of Canada (FIRST Canada) provides the Canadian Insurance Market with innovative payment solutions. Brokers, MGAs, and carriers can partner with FIRST Canada and expand their offering to provide more value, choice, and convenience for all their clients. The combined strength of FIRST Canada’s dedicated team, evolved offering, and innovative platform position its partners to meet the demanding future of the Canadian Insurance landscape armed with market-leading solutions for success. FIRST Canada is part of Wintrust (Nasdaq: WTFC) a financial services company with more than $59 billion in assets and a part of the largest premium finance companies in North America. Follow FIRST Canada on LinkedIn and X. For more about the company, visit www.firstinsurancefunding.ca.

For more information, please contact:

Crystal Macklin SVP Marketing & Communications FIRST Insurance Funding of Canada crystal.macklin@firstinsurancefunding.ca   647 308 4944