WealthServ Insurance

WealthServ Insurance provides all the functions required to support the business operations of an MGA whilst providing the best visibility to the advisors in the field. Our state of the art technology, security and service are the reason that 3 of the 4 largest MGAs use WealthServ.

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Why WealthServ?

speed-iconProcess Cases Faster

WealthServ Insurance allows distributors to streamline end to end application processing. Our task engine and workflow capabilities ensure work moves through the organization as efficiently as possible - all the time keeping the advisor up to date with the progress of their cases. Through Automation, you are able to better focus on the items that need attention by completing everyday tasks faster.

WealthServ Life Insurance Backoffice software Screenshot
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WealthServ Insurance is connected to every carrier and paramed company that provides a pending, in-force, commissions or new business (e-App) feed. Our data goes through rigorous validation checks to ensure accuracy and, in concert with our workflow engine, case management can many times be completely automated.

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Advisor Visibilityspeed-icon

Advisors need to know you’re handling their business efficiently and effectively. Our broker portal ensures they are always in full sight of how their cases are progressing in the hands of their MGA. When getting it right matters at volume and scale, WealthServ Insurance helps deliver the best process and ensures brokers are paid accurately and on-time.

              Compliancespeed-icon

WealthServ Insurance supports everything you need to be tracking for compliance. From ‘real-time’ active AML tracking to customized parameters for internal compliance practices, our reporting structure allows for quick access to the data you need, in the way you want to see it.

Software That Keeps Getting Better

 

WealthServ Insurance comes with a commitment to service and development which means our clients can expect the best of support and innovation.  Keeping up with new industry data feeds, service providers and compliance is just part of our standard development process. We run an active user community that shapes our priorities and our development plans. Clients can expect the benefits of an ever improving software platform driven by like-minded MGA’s.

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  • Life insurance software WealthServ
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Industry Leader

Bluesun is the technology provider to the industry’s first shared service -  APEXA. APEXA is the choice of insurance carriers and distributors for a central service to address advisor licensing, contracting and compliance. As a leading participant in industry committees with CLIEDIS and CAILBA, our commitment and focus on the Canadian marketplace means we’ve become the most selected vendor when organizations choose to upgrade their back office.

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