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 Khouri, AVP 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®.