FIRST Canada, the leader in insurance payments, has partnered with Vertafore to provide innovative payment solutions directly within SIG with FIRST PayTM for Vertafore SIG. In a few simple clicks, SIG users can now provide financing quotes and payment plans for new business and renewals along with the policy proposal, at the point of sale. In addition, SIG users now have the ability to retrieve real-time client payment status, installment schedules, and documents, and to create “what-if” payment scenarios, all without leaving their BMS.
Testimonials
“At Merit, we strive to provide the best products and service for our clients to meet their needs. Our integration with FIRST Pay™ for Vertafore SIG now provides another secure payment option with flexible payment plans that will suit each client’s unique needs.” – Carolyn Vickers, Chief Operating Officer, Merit |
“Youngs Insurance has been a partner of FIRST Canada for several years. When they launched FIRST PayTM for Vertafore SIG, we were thrilled to become a part of the process. The onboarding and training was user friendly and quite impressive, which lead to engagement from the start. We have had no issues at all and the feedback from our staff has been nothing but positive. It truly is a “no brainer” for our team and anything that helps make the work flow seamless is something that every brokerage can benefit from.” – Cindy Gravelle, Vice President Commercial Insurance, Youngs Insurance |
“We recently implemented FIRST Canada’s FIRST PayTM for Vertafore SIG integration and our office couldn’t be more pleased. The onboarding experience was quick and seamless. The integration into our SIG BMS provides our staff with efficient upload and binding of terms without leaving their workflow, increasing our team’s productivity and ease of doing business with our clients. The team has commented that they enjoy the ability to provide quick quotes and the immediacy with which they are able to provide their clients with policy details. Overall, this has been a positive experience for our team and clients, improving efficiency in our premium finance process for new business and renewals and improved close ratios.” – Kurt Richardson, Chief Operating Officer, The Insurance Market |