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The Company that brought you WealthServ™ and RepVision™, now introduces Bluesun Advisor™. One web-based platform that integrates life insurance, segregated and mutual fund data with your CRM.

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The same data your MGA sees, but provided for you as a consolidated portfolio for each of your clients, in one place. Best of all you'll have no setup work to do. Stay informed, stay on top of your appointments, help your clients make the right next step. This is instant, integrated, intel.

 

 

INSTANT

  • Automatically loaded client details (no data entry needed)
  • Quick mobile access
  • Your profile, licensing and contract details 

 

 

INTEGRATED

  • Historical Insurance Policies, Mutual Fund, and Seg Fund information in one place
  • Consolidated client portfolio
  • Linked MGA data & tools
  • Collaboration with others

 

 

 

INTEL

  • Single View of a Client Across MGA, Dealer, and CRM Data
  • A.I. Prediction of Policy Settlement Date
  • Access MGA data, including pending policies and requirements

  • View Historical email correspondence

 

 

SAFE

  • WealthServ & MGA level security
  • Compliance record uploads & tracking
  • Recommendations specific to your client’s history
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Bluesun Advisor helps you make the most out of your data and your day.

 

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Brought to you by Gryphin Advantage, Bluesun Advisor Lite (combined with WealthServ™) gives you a FREE CRM platform pre-loaded with the data your MGA manages which lets you keep your client details up to date.

Bluesun Advisor Professional (combined with WealthServ™) extends the Lite version to help you grow your business practice and offers you more of the greatest resource — time.

 

Access Dealer Data

View Clients

View Mutual Funds

View Segregated Funds

 

Access MGA Data

(inforce data where available)

Unduplicated Client View

View Loans

View Advisor Details

View Policies

 

 



Your CRM

Single View of a Client Across MGA, Dealer, and CRM Data

Merge/Unmerge Clients

Extract Client List to CSV

Add/Edit Clients, Contact Details, & Relationships

Add/Edit 'Know Your Client' 

One (1) Assistant Access To Your Data

 

Access Dealer Data

View Clients

View Mutual Funds

View Segregated Funds

 

Access MGA Data

(inforce data where available)

Unduplicated Client View

View Loans

View Advisor Details

View Policies

A.I. Prediction of Policy Settlement Date

Upload Documents & Recordings (3GB)


Your CRM

Single View of a Client Across MGA, Dealer, and CRM Data

Merge/Unmerge Clients

Extract Client List to CSV

Add/Edit Clients, Contact Detials, & Relationships

Add/Edit 'Know Your Client'

Tag and Segment Clients

Record Notes

Automatic Reminders: Birthdays & Policy Renewals

Automatic Reminders: Meetings/Calls/Follow-ups

Upload Documents & Recordings

Add/Edit Policies, Mutual Funds, Segregated Funds

Add/Edit Opportunities

Schedule Meetings, Calls & Follow ups

Set Sales Activity Targets

Add/Edit Custom Fields on Client Records

Import CRM Contacts

View Historical Email Correspondence

Two (2) Assistants Access To Your Data