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, Apr 20 2:00pm ET Credit Card Payments
    Tuesday, May 4 2:00pm ET FIRST Pay™ for Vertafore SIG
    Tuesday, May 18 2:00pm ET Customized Payment Options
    Tuesday, Jun 1 2:00pm ET Interac e-Transfer® Payments
    Tuesday, Jun 15 2:00pm ET Credit Card Payments
    Tuesday, Jun 29 2:00pm ET Customized Payment Options

 

 

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

 

Interac
e-Transfer®

 

Join this webinar to learn how you can offer your clients the convenience and security of Interac payments. You now have the ability to add Interac e-Transfer to your Payment Options Form, providing your clients with choice. Learn how you can easily request a payment for any outstanding receivable and provide a streamlined and efficient process for you and your clients.

* This webinar is accredited for 1 general credit in the province of Saskatchewan.

 

Interac e-Transfer is a registered Trade-mark of Interac Corp. Used under licence.

 

 

 

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 management category for continuing education in the province of Ontario, and British Columbia, and is accredited for 1 general credit in the province of Alberta, Saskatchewan, and Manitoba.

 

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.

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

 

FIRST Pay™ for Vertafore SIG

 

Join this webinar to learn how you can offer FIRST Canada innovative payment solutions directly from Vertafore SIG with FIRST Pay™, our BMS embedded payment solution that simplifies the payment process for brokers and their clients. Provide payment options in a few simple clicks, directly from within Vertafore SIG. Learn how this integration allows Vertafore SIG users to quote new business and renewal polices, finance multiple policies in one contract, control installment dates, and more, directly from within their BMS.

 

 

 

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