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Easy Process

Easy Process

We pride ourselves on making things easier for our clients and their insureds. That’s why we’ve taken the time to ensure that we have tools in place that can save time and provide flexibility.

FIRST InSite is our internet based, easy-to-use, online quoting and account management system.

  • Features that improve your workflow and efficiencies
  • 24/7/365 availability
  • Paperless loan process
  • Ability to quote additional premiums quickly and easily
  • Robust reporting to manage your portfolio
  • We can collect the down payment for you - you decide with every quote!

FIRST INSITE LOGIN

Top 10 Features of FIRST InSite

  1. Customizable
  2. Chat now
  3. Electronic Notice Delivery
  4. Easy e-complete process
  5. Integrates with your agency management system
  6. Additional premium quoting
  7. Easy renewal quoting
  8. Hold Pending Cancellation
  9. Online Payments
  10. Reporting
     

Integrate Your Agency Management System With FIRST InSite

Integrating your agency management system with FIRST InSite will transmit all insured and policy information, allowing you to generate a premium finance agreement in seconds.

 


Offer a premium finance quote with every commercial policy


Save time by not re-entering policy information


Reduce risk from manual data entry errors

Payment Options


We offer the most options for payments in the industry.

YOUR INSUREDS CAN MAKE PAYMENT BY
Mail | Phone | Online by bank acount or 
credit card*

WE ACCEPT
American Express | Mastercard | VISA | Discover
(with virtually no limit)

Our FIRST InSite mobile app empowers insureds to manage their own account. They can view history, access all documents, and make payment by bank account 24/7/365, all while on the go!
The app is available for iOS and Android devices.

*A fee may apply for some payment options listed.