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WealthServ

Back and Front Office Solutions in One Integrated Platform

The logical choice for MGAs and National Accounts who want to process cases more efficiently, be more connected to carriers, delight their advisors, and build their business.

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Process Cases Faster

Automated workflows drive our business management platforms with 80% of policies going through WealthServ Insurance untouched.

Progressive Software

Innovation is a top priority. Our active user community shapes our priorities & development plans.

Bend Over Backwards Services

Because we care about your business, almost as much as you do. Our commitment to delivery means doing what we say everytime.

Bluesun by the Numbers

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Number of advisors who use a Bluesun product every day
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Amount of Canadian life insurance handled by Bluesun in the independent channel
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Number of policies processed through WealthServ in 2015
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FREE EBOOK: Understanding Total
Cost of Ownership

On the surface buying software can seem fairly simple and straightforward. You have a need, you evaluate options, and base your decision on features, functionality and, of course, price. Inevitably though, there always seem to be ancillary costs to the solution - whether it is service, overhead, your people’s time or even data storage.

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What are people saying?

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"They care about our company just as much as we do..."

- Terri DiFlorio, President Hub Financial

QuoteIcon"This is a move you only want to make once..we went to great lengths to find the right partner and Bluesun has everything we were looking for.."

                           - John Hamilton, CEO, Financial Horizons

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Our Team

People like working here and it shows in our service. Ego's need not apply.
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