FIRST pay for Applied EPIC

Reliability ∙ Growth ∙ Innovation

FIRST Pay™ for Applied Epic®

 

FIRST Pay for Applied Epic®

FIRST Pay for Applied Epic® helps brokerages manage payments
with improved flexibility and efficiency

 

Join our Webinar

Learn how you can integrate customized payment plans into your policy proposal and elevate your client experience.

Wednesday, Nov 16
3:00pm ET

Register Now

FIRST Pay for Applied Epic® simplifies the payment process for brokers and their clients. Enhance your service and client experience, improve operational efficiencies, while reducing your receivables and administration costs.

 

 

 

FIRST Pay for Applied Epic® allows you to:

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

 

New FIRST Pay™ for Applied Epic functionality includes:

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 Endorsement Request – easily request a positive endorsement directly from Applied Epic® and create an activity record

Negative Endorsement Request – easily request a negative 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

 

Look forward to these FIRST Pay™ for Applied Epic® functionality improvements:

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.

 

Never leave your broker workflow and provide secure, innovative payment solutions for all your clients.

 

Contact Your Relationship Manager

 

 

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