Online Resources

Reliability ∙ Growth ∙ Innovation

You can rely on our team of experts to provide you with superior service. We are pleased to equip you with comprehensive online guides to make your use of First InSite seamless.

Creating a Quote

This guide conveniently walks you through how to easily create a quote via the First InSite web site.

 

Loan Submission
This manual guides you through the loan submission process, after your client has chosen easy monthly payments.

Processing Renewals
Access this manual to guide you through the Renewal Process.

 

 

Managing Accounts
First InSite enables you to easily manage your client accounts. Access this guide to view all of the features you are able to manage in each account
.

Reference Guide
A quick reference guide which visually summarizes the processes for Creating Quotes, Submitting Loans, Processing Renewals, and Managing Accounts.  You can print or view online this user-friendly reference guide.

 

 

 

For further support, we welcome you to contact a member of your dedicated service and support team or the client services team:
clientservices@firstinsurancefunding.ca and 1 888 232 2238.

 

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