Bluesun Announces NFIA as Newest Adopters of the WealthServ Insurance Backoffice

Posted by admin on Oct 4, 2016 3:54:17 PM

TORONTO, Canada Oct 4, 2016 – Mike Donati, President of Bluesun, is pleased to announce National Financial Insurance Agency (NFIA) has become the latest insurance national Managing General Agency to adopt WealthServ as its insurance operations back office software.

WealthServ provides web-based business management systems that automate workflows and deliver operational efficiency for MGAs, MFDA firms and National Accounts. Developed as a truly scalable enterprise solution, WealthServ supports distributors in optimizing business operations for themselves and their advisors.

Martin Blouin, Director of IT tools development at NFIA says, “Wealthserv insurance represents the best platform for our business and we are very excited to be partnered with Bluesun. We chose to move to WealthServ because of the extensive reporting capabilities, the system’s automation functions, the data connections to the carriers and Bluesun’s reputation in the industry for outstanding service.”

NFIA operates as a national Managing General Agency with more than 1400 independent financial advisors. For this reason, it was important for them to find a vendor that was capable of managing their distribution processing needs. Contracted with many of Canada’s premier life insurance companies, NFIA offers its advisors access to a comprehensive suite of wealth management products enabling their advisors to provide their clients with some of the best financial products and services in the market.

Donati says, “Adding NFIA to our client base strengthens Bluesun’s position in the market as a premier provider of financial services technology and is a testament to our approach to service. We are very happy that NFIA has selected Bluesun to be their partner in moving their business forward and we look forward in helping them support their business through the use of our tools.”

About National Financial Insurance Agency Inc. (NFIA)

National Financial Insurance Agency Inc. (NFIA) was founded in 1984 as an insurance general agency to help its advisors provide insurance solutions as part of a comprehensive financial plan. Today, NFIA serves more than 700 independent financial advisors across Canada. Contracted with many of Canada’s premier life insurance companies, NFIA offers its advisors access to a comprehensive suite of financial products and services enabling them to provide their clients with a vast selection of the very best products on the market.

About Bluesun

Bluesun is a leading provider of software solutions to the financial services industry. Bluesun’s 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 has over 30 clients in Canada and the US and handles almost 60% of all Canadian life insurance business in the independent channel.  Bluesun was founded in 2001 with its head office located in Burlington, Ontario. For more information, visit

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