First InSite

Reliability ∙ Growth ∙ Innovation

Welcome to First InSite, our quoting platform that innovates payment solutions for the Canadian Insurance Industry. First InSite's easy 3-step process assists in retaining clients, improves cash flow and differentiates your value to your clients.

 

 

Using the First InSite platform, you can seamlessly provide payment options to all your commercial clients including pay in full, easy monthly payments, and credit cards. Advance your value proposition with pre–approved terms, competitive rates and flexible payment options for your clients.

As part of our ongoing commitment to innovation and investment in industry-specific technology, we are upgrading our current First InSite platform to bring you added functionality including eSignature, a paperless workflow, and enhanced reporting functionality.

Transition to the Upgrade

Throughout the coming months, we will be transitioning all our valued broker partners onto the First InSite Enhanced platform. The transition to First InSite Enhanced is straightforward as your existing rate plans and programs will already be available in the upgraded First InSite system. You will also have access to your existing renewals and quotes. 

For your convenience and to assist during the transition, a variety of comprehensive reference materials are available for you to access online.
 

 

 

Whether you are currently using the original First InSite platform or have recently transitioned to First InSite Enhanced, you have access to online guides, FAQs, and a webinar schedule for our accredited training sessions.

Your dedicated Relationship Manager will be in contact with you soon with information about the transition to First InSite Enhanced for your brokerage.
 
 
 
 
 
 
 

 

 

"First InSite was created and continues to evolve to make the jobs of Insurance Brokers easier."

To learn more, read Insurance People magazines article, 
Good People Building Client-Centric, Connective and Compatible Solutions.

 

 

 

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