First InSite Lite

Reliability ∙ Growth ∙ Innovation

First InSite Lite_FIRST Insurance Funding of Canada

First InSite Lite's steamlined workflow and user-friendly design simplifies
the process of providing innovative payment options to all your clients. 

 

 

 

 

 

 

 

 

 

 

 

 

 

Innovative features of First InSite Lite 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

 

Paperless workflow
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 First InSite Lite. 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 easy payment process.

 

Get the most from First InSite Lite
You can now access our reference guides below for step-by-step instructions on all system functionality including: Creating a Quote, Processing Renewals, and Managing Accounts. Your dedicated Relationship Manager will be in touch with your brokerage to provide in-office accredited* training.

 

First_InSite_Lite_online_guides_quotes

Quotes

 

First_InSite_Lite_online_guides_renewals

Renewals

 

First_InSite_Lite_online_guides_accounts

Accounts

 

First InSite Lite 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 hour of CE credits in the provinces of Ontario, Manitoba, Saskatchewan, and British Columbia

 

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