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