Webinar Training Schedule

Reliability ∙ Growth ∙ Innovation


As a partner of FIRST Canada, we are pleased to provide you with the added value of comprehensive webinar training sessions as part of our First Service offering.

The list of webinars below have been developed to provide you with a demonstration of our innovative services and equip you with the tools to help make the most of our partnership.

Please see a list of webinars currently being offered below and click on the Register Now button to reserve your spot today.

    Tuesday, Nov 10 2:00pm ET Credit Card Payments
    Tuesday, Nov 24 2:00pm ET Customized Payment Options

 

 

Learn more about the training sessions that are currently being offered:

 

Customized
Payment Options

 

Join this webinar to learn how you can revolutionize your client payment experience. We now offer a simple and flexible way to include all payment methods accepted by your brokers on one all-inclusive Payment Options Form. Get a live demo of how you can personalize your payment instructions, payment types, broker logo and colours to make the payment options form uniquely your own. Offer the same streamlined process every time, regardless of how your client chooses to pay.

* This webinar is accredited for 1 credit in the personal skills category for continuing education in the province of Ontario, Manitoba, British Columbia and Saskatchewan, and is accredited for 1 general credit in the province of Alberta.

 

 

 

First InSite
Enhanced

 

Learn how you can seamlessly create a quote, process renewals, and conveniently offer all payment options accepted by your brokerage on one customizable Payment Options Form. Within the First InSite Enhanced platform you can offer your clients the convenience of eSignature, integrated credit card payments, and paperless workflows. This enables you to receive payments faster, reduce your receivables, and retain client relationships.

* This webinar is accredited for 1.5 credits in the personal skills category for continuing education in the province of Ontario, Manitoba, British Columbia and Saskatchewan, and is accredited for 1.5 general credits in the province of Alberta.

 

 

 

Credit Cards Payments

 

One of the benefits of your partnership with FIRST Canada is the ability to securely accept credit card payments integrated as a part of your payments solution offering. Join this webinar to learn how you can implement the industry-leading credit card payment process and accept Visa, Mastercard, and American Express. This integrated, point-of-purchase solution provides the best client experience and easier reconciliation because it was built specifically for the Canadian insurance market.

 

 

 

 

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