Creating a Quote
Creating a Quote Topics covered in this guide: 1. Full Quotes 2. esignature with DocuSign 3. Duplicate a Quote 4. Quick Quotes 2
Full Quotes 3
Full Quote 1. Click on the First InSite Enhanced login button on firstinsurancefunding.ca 1 2. Login with your User Name and Password provided in the email 2 3 3. Select Quotes 4
4. Select pricing program, review all details are correct, update if necessary 4 5. Enter effective date and coverage type 5 6 6. Enter premium information and hit Calculate TIP: Click the search button to reveal a list of coverage types to choose from 5
7. Select first payment due date 7 8 8. Enter any applicable broker fees and hit Recalculate 9. Review Financial info and hit Full Quote 9 6
10 10. Enter insured name and address 11. Review preselected list of questions and hit Submit 11 7
12. Pop up to notify fields entered on terms page will be recalculated at conversion. Click Ok 12 13. Review insured s details 13 TIP: You can opt to send email notifications to customers by clicking the check box and entering an email address 14 14. Review General Loan Information and click Next 8
15. Enter policy number, coverage type and effective date 16. Enter carrier info and tab 17. Review premium amount, fees and taxes and hit Save 15 16 17 9
18. Review policy listed at top 19. Click Next to continue 18 19 10
20. Enter any applicable broker fees and hit Recalculate 21. Review Financial info and hit Save 20 21 11
22. Review info and click Payment Options 22 TIP: Cannot yet submit as customer details and banking info are required prior to submission 12
Payment Options 23. Select Paperless Payment Options 23 13
Paperless Payment Options 24. Indicate email notification preference and type in customer email address. Click OK to proceed 24 14
25. You will be directed to Terms screen and will receive an email with a link to PolicyPayments online. Retrieve email to proceed. 25 15
Paperless Payment Options 26. Insured begins process by clicking on link in email and selecting desired payment option 16
Pay in Full 26a. Upon selecting Pay in Full, directions will appear for insured to send payment to broker 17
Credit Card 26b. Upon selecting Credit Card, insured will be directed to Policy Payment credit card page for self-serve payment processing 18
Monthly Payments 26c. Upon selecting Monthly Payments, insured will be directed to DocuSign to initiate esignature 19
esignature with Docusign 20
esignature with DocuSign What is DocuSign? DocuSign is The Global Standard for Digital Transaction Management. Quickly and securely access and sign documents electronically with DocuSign (esignature). 21
Client Signature 1 1. Insured clicks to agree to terms and hits Continue to view the Premium Finance Agreement 2 2. Click on Start to be directed to banking info fields for completion 3 3. Insured enters banking info and clicks Next 22
Client Signature 4. Insured electronically signs and types full name and title 5. Insured clicks Finish to complete 6. Receives confirmation that broker has been notified 4 5 6 23
Client Confirmation 24
Broker Signature 1. Once insured signs the Premium Finance Agreement, you will receive an email to access the document and complete the process. Click Review Document to proceed 25
Broker Signature 2. Click to agree to terms and hit Continue 2 26
3. Payment Options form will appear with info entered by insured. Click Start to continue 3 4. Answer down payment questions and click Next 4 27
5 5. Click Sign 6. Review signature. Click Adopt and Sign 6 7. Your signature appears in document. Click Finish 7 28
8. An email confirmation will be sent to FIRST Canada to complete submission No more printing, scanning, or emailing necessary with new paperless workflow 29
Duplicate a Quote 30
Duplicate a Quote 1. Select Quote Search 2. Enter search criteria and hit Search 3. Click on the grey bar at the bottom of the screen. Scroll to the right of the policy details. Click on the copy icon 2 1 3 31
Duplicate a Quote 4. Upon clicking copy, a pop up notification appears. Click OK 4 5. Edit information as required and follow previous steps to complete the quote 5 32
Quick Quotes 33
Login 1. Click on the First InSite Enhanced login button on firstinsurancefunding.ca 1 2. Login with your User Name and Password provided in the email 2 3 3. Select Quotes 34
New Quote 4. Select pricing program, review all details are correct, update if necessary 5. Enter effective date and coverage type 6. Enter premium information and hit Calculate 4 5 6 35
TIP: Click the search button to reveal a list of coverage types to choose from 36
7. Select first payment due date 8. Enter any applicable broker fees and hit Recalculate 9. Review Financial info and hit Payment Options 7 8 9 37
10. Enter insured name and address 11. Review preselected list of questions and hit Submit 10 11 38
Print Payment Options 12. Select Print Payment Options 12 39
13. Your Policy Payment Options form is created and ready to present NOTE: Contract is not complete. To submit, you must login to complete the quote. 40
Contact Us Contact a member of your dedicated service and support team with any questions or you can reach us at: clientservices@firstinsurancefunding.ca 1 888 232 2238 41