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Learn how Applied Pay and Epic Real-Time integrations can save your team valuable time.



Presented by the Business Solutions team at FIRST Insurance Funding.

Sign up for a webinar here:

Each session will be 45 minutes, consisting of two 10-minute demos and allowing 20 minutes for Q & A.

What is Embedded Premium Finance through Applied Pay?

Enables customers to sign the Premium Finance Agreement (PFA), make a down payment, and set up recurring installments – all in one streamlined experience, while automating back-office tasks.

What is the Epic Real-Time integration?

The Real-Time integration automatically transfers insured and policy data from Epic to FIRST InSite and auto-logs you into FIRST InSite to utilize other features.

What to Expect:

  • See a demo of both integrations.
  • Hear about setting up the integrations.
  • Learn FIRST InSite features and tips/tricks.

What our Team Offers:

  • Set Up/Training
  • Ongoing Live Support
  • Step-by-Step Guides

If your agency utilizes TAM and would like a demo or have any questions, email the Business Solutions Team at BusinessSolutions@firstinsurancefunding.com.

About FIRST Insurance Funding (FIRST)

FIRST is one of the largest premium finance companies in North America:

  • $18 Billion in loans financed annually
  • Over 35 years of experience
  • Backed by the financial muscle of Wintrust, a $70 Billion financial holding company (Nasdaq: WTFC)
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