Bluesun Services

Bluesun specializes in building customized software applications for Financial Services organizations. Our expertise is Canadian Life Insurance. We create flexible, innovative solutions that make a big difference to your operational efficiency and fit the specific needs of your organization. Simply stated, we can create, enhance, or consolidate any system needed to run your business.

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Supplemental Product Sales, Distribution and Administration

Looking for a better way to increase your products-per-customer numbers? Our decade of experience has provided a blueprint for creating effective platforms to manage supplemental sales to existing clients through:

  • Consolidation of your core and supplemental sales into one database
  • Data mining and extraction for sales campaigns
  • Call centre interface for a consolidated view of your clients and new sales
  • A process policing facility for outsourced services such as call centres, fulfillment houses and product partners
  • Comprehensive reporting on campaign effectiveness, persistency and process effectiveness
speed-iconAdvisor Portals

Bluesun can build your new advisor portal to meet the disparate demands of your advisor population. Whether they be technology-savvy or technology-phobic, Bluesun has the experience and expertise to build a solution that will help differentiate you in the marketplace. In addition, our decades of data management experience allow for easy extraction of data from your legacy systems to ensure your advisors have all the information they need to run their business.

Electronic Applicationsspeed-icon

Utilizing the same proven technology we use within the WealthServ suite of products, Bluesun can develop your electronic applications with the flexibility and usability required to help with advisor up-take. We can provide either an entirely hosted solution or deploy the solution to your internal IT infrastructure.

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What You Can Expect Working With BlueSun?

“Bluesun has been our partner in the development of the Policy Optimization Process strategy. They combine enterprise class system skills with a deep understanding of the financial services industry. Bluesun represents state-of-the-art technology for the design, execution, analysis and refinement of multi-product, multi channel marketing.” - Brad Smith, President, Americas

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