2022 Applied Net Convention

Reliability ∙ Growth ∙ Innovation


2022 Applied Net Convention

Engage with FIRST Canada and provide innovative payment solutions directly from your BMS with FIRST Pay™ for Applied Epic® on October 2-5, at the Gaylord Opryland Resort and Convention Center in Nashville. Speak with the FIRST Canada team at Applied Net 2022 and learn about the new features in the latest release of FIRST Pay™ for Applied Epic®.


FIRST Pay™ for Applied Epic®, simplifies the payment process and offers payment plans directly from your BMS, now with even more efficiency and flexibility. Enhance your service and client experience, improve operational efficiencies, while reducing your receivables and administration costs.

Learn more about FIRST Pay™ for Applied Epic®:

  • Integrate customized payment options to your policy proposal at the point of sale
  • Customize pricing programs and real-time what-if scenarios
  • Obtain client payment status from within Applied Epic®
  • Automate activities and document attachment
  • Automate accounting and accounts receivable functions
  • View installment schedule, disbursements, financed policies, and documents

New Features

  • Estimated Premium Quotes
    Easily create quotes without transactions and provide a quote at policy proposal
  • Policy Cancellation Request
    Easily request a policy cancellation directly from Applied Epic® and create an activity record
  • Positive / Negative Endorsement Request
    Easily request a positive endorsement directly from Applied Epic® and create an activity record
  • Import Quotes
    Import an existing quote to take advantage of all FIRST Pay’s™ automated functionality to manage your client’s contract
  • Quote Submission
    Easily submit any new, renewal, or positive endorsement quote in a few simple clicks for fast conversion


Improved Functionality

  • Renewal Quoting
    Updated user controls and preset defaults to streamline the renewal workflow
  • Billing Plan Automation
    The selection of the policy billing plan is now automated
  • Attachment Specification
    Customize the attachments folder and have all attachments available in the folder you specify
  • Library Enhancements
    Control adding, removing, and maintenance of your Carrier / MGA listings
  • User Interface improvements
    Improvements in the look and feel of integration screens, French translations, transaction descriptions, and error messages provide even greater flexibility and an enhanced user experience


Visit our booth and speak to Stuart Bruce, CEO; David Caringi, Chief Sales Officer; Michael KhouriAVP National Accounts; and Madison Freeston, Technology Solutions Consultant to learn how you can easily create customized payment options in a few simple clicks directly from Applied Epic®.

Stuart Bruce, CEO Dave Caringi Michael Khouri, AVP National Accounts Madison Freeston, Technology Solutions Consultant
Stuart Bruce
Dave Caringi
Chief Sales Officer
Michael Khouri
AVP National Account
Madison Freeston
Technology Solutions Consultant


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We are giving away a Bose Portable Speaker


Connect with our team at the 2022 Applied Net Convention


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We look forward to seeing you there.


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