Bluesun Hosts Annual Customer Advisory Board

Posted by admin on Nov 10, 2016 1:45:27 PM

Industry Leaders Gather to Discuss Life Insurance Industry Trends, Collaborate on Innovation and the advancement of the WealthServ Platform and the Industry


TORONTO, Canada, Nov 10th 2016 – Bluesun, a leading enterprise SaaS solution provider to the life insurance and investments industry in Canada, today announced its annual Customer Advisory Board meeting held on Nov 3rd, 2016 in Toronto, Ontario. The CAB brought together a mix of executive members from many of Bluesun’s long standing WealthServ customers, as well as recent adopters of the WealthServ system. This key group of individuals represents the majority of the life insurance independent channel in Canada.

Bluesun has a long standing reputation of establishing strong partnerships with its customers to ensure its product offerings meet the specific and tailored needs of its clients. The Bluesun CAB formalizes this approach by giving our clients a forum to discuss product innovation as well as related industry trends, directions and threats.

Members of the CAB worked together in groups with representatives from different organizations to tackle specific planning and process requirements related to their partnerships with Bluesun.  The four key themes included; Industry Changes and pressures, product enhancement in relation to advisor success, product Innovation in 2017 and 2016 year in review.

“Listening to the voice of our clients is a major focus towards our growth strategy” said Bluesun President Mike Donati. “Deepening our Strategic partnerships with our clients not only strengthens our relationships with them, but also helps to drive innovation in our industry by having what are typically competitive organizations working together for the greater good of our industry. We believe this approach differentiates Bluesun from the other competitors in our space, positioning us as not only a leader in producing innovative SaaS products but as a leader in the independent insurance distribution space. We were exceptionally thrilled with the receptiveness of our clients and thank them for prioritizing this session in their busy schedules.”

About Bluesun

Bluesun is a leading provider of software solutions to the financial services industry. Our mission is to deliver painless software solutions to its clients. This means easy-to-use, intuitive software, with hassle-free installation and responsive, class-leading service. Today, Bluesun handles more than 70 percent of all Canadian life insurance business in the independent channel. Bluesun was founded in 2001 and is headquartered in Burlington, Ontario. For more information, visit

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