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Broker Centre.
The Broker Centre makes client management easy.
Our Broker Centre allows you to manage all your clients’ payments in one simple place.
- Create Quotes
- Add Positive & Negative Endorsements
- View Reports
- E-Signature Capabilities
- Access Notices
- Accept Client Payments Digitally
Plus, we strengthen your brand by offering a white-labelled version of the Broker Centre that includes your brand colors and your logo. Now, when you create quotes and notices for your customers, your branding profile will be prominently displayed. We ensure that your brand stands out from the rest and is unforgettable while still being powered by Imperial PFS Canada.
Customer Centre.
Give insureds the authority to self-manage their payments accounts.
Our Customer Centre allows insureds to view their account, make account changes, update banking information, make payments and more, all through our easy-to-use web-based system. Your customers can easily log in using their Account Number and Postal Code, and get started.
We created our Customer Centre to give you time back that you can spend on gaining new business and garnering existing relationships, and less time doing customer administration work. Get your clients using the system insureds have been waiting for!
Quick Quote.
Get a quote in your clients’ hands in less than 30 seconds!
Through our Broker Centre, we allow you to quickly process a quote and send your customers a binding payment plan. This helps insureds make faster decisions while making payment collection seamless.
You are able to generate the quote with only a few pieces of information about your client. We also offer various ways to send the quote to your customer, with the option of a fully-digital signature and multiple payment options, including credit card.
E-Signature.
Process quotes quickly and streamline client management with our safe & secure e-Signature solution.
Process quotes quickly and streamline client management with our safe & secure e-Signature solution.
At Imperial PFS Canada, our goal is to be one-step ahead by providing you with the products you need to stay at the forefront of the competition. That’s why we were the first in the payments industry to offer e-Signatures. Since 2015, we no longer require insureds to wet sign their documentation. Instead, we made e-Signature easy and accessible, and made signing a breeze.
Get work done faster and digitize your client administration with our tech-forward e-Signature solution. We give you the option to email documents to your customers for quick signature anywhere from any device.
Smart Offer Letter.
Our industry-leading Smart Offer Letter lets you customize payment plans and methods for your customers’ needs, while keeping your brand at the forefront with our white-label options.
The dynamic Smart Offer Letter allows for insureds to view various payment plans all on one page. We offer Full Pay, Monthly Pay and 3-Pay options to best assist for all financial necessities.
Customers are also able to select from credit card or bank account payments, and sign payment plans digitally and effortlessly.
e-Payments.
Our e-Payments are the easiest way to send payments to Imperial PFS Canada.
With e-Payments, there is no longer a need to send physical cheques or issue wire payments. Rather, payments are processed faster with various payment options available for your brokerage to choose from.
Imperial PFS Canada’s e-Payments are easily found in our Broker Centre. It allows for you to pay for multiple accounts with the click of a button, and allows you to choose between credit card or bank account payment. Plus, your brokerages can easily generate reconciliation reports right from the Broker Centre. A few clicks, and done!
API Integration.
Imperial PFS Canada is the leading player in point of sale through our comprehensive API Integrations.
Our API is easy to integrate and even easier to use. We integrate into your workflow to allow for simplified payment collection. Complete the payments process faster and more efficiently through our safe and secure solution.
Offering a white-labeled service solidifies your brand, which is fully supported through our API. Generate payment plans, view account summary, request cancellations, process endorsements and more, all from your workstation.
We designed our API to allow users to complete end-to-end quoting processes for clients within the confines of one streamlined system. We make set up simple so that your resources are freed up to focus on what matters most, growing the business.
Click n Pay.
Change the way you present, take and process payments.
Click n Pay gives your clients the option to pay via monthly installments with just the click of a button. With no integration required, we make it easy to get set up. Simply add Click n Pay to your website, email signature or invoices, and give your clients the authority to make payments, easily.
Imperial PFS Canada helps you increase customer retention by offering a modern solution to premium financing and giving clients what they want – the ease and comfort of knowing their payments are processed quickly and securely. Let us handle the payment collection process while your brokerage focuses on growing the business!
