First InSite Enhanced

Reliability ∙ Growth ∙ Innovation

First InSite Enhanced_FIRST Insurance Funding of Canada

First InSite Enhanced
Webinar Schedule

We are pleased to offer online webinar sessions bi-weekly on Thursdays at 2pm EST for those wishing for a demonstration of First InSite Enhanced functionality. 

Aug 24th Register here
Sep 7th Register here
Sep 21st Register here
Oct 5th Register here

 

 

 

 

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:

eSignature
You and your clients now 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. Watch how simple it is for your clients to sign

 

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.

 

 

 

 

Get the most from our Enhanced system
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. 
Your dedicated Relationship Manager will provide your brokerage with in-office accredited* training.

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Quotes

 

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Submit a Quote

 

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Renewals & Additional Premiums

 

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Account Management

 

First InSite Enhanced FAQs and eSignature FAQs
are available for your reference.

    

 

 

 

Your dedicated sales and support team are here to help with any questions.

 

 

*This training session has been accredited for 1.5 management hours in the provinces of British Columbia, Alberta, Ontario and Manitoba

 

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