First InSite Enhanced

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. Contact your dedicated Relationship Manager to request accredited training* for your brokerage.

Quotes

Submit a Quote

Renewals & Additional Premiums

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 credits in the personal skills category for continuing education in the province of Ontaio and British Columbia, and has been accredited for 1.5 general credits in the province of Alberta, Saskatchewan, and Manitoba.