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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, 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. 

Bluesun Advisor (brought to you by your MGA and 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) takes your CRM to the next level. With Artificial Intelligence and robust smart features, this CRM platform will allow you to stay on top of every client detail.

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Access MGA Data

(inforce data where available)

View Clients

View Mutual Funds

View Segregated Funds

Deduplicated 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

Record Notes

 

Assistants Access To Your Data

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Access MGA Data

(inforce data where available)

View Clients

View Mutual Funds

View Segregated Funds

Deduplicated Client View

View Loans

View Advisor Details

View Policies

A.I. Prediction of Policy Settlement Date

 


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

Record Notes

Integrated Email & Calendar Functionality

Tag and Segment Clients

Automatic Reminders: Birthdays & Policy Renewals

Automatic Reminders: Meetings/Calls/Follow-ups

Upload Documents & Recordings (3GB)

Add/Edit Mutual Funds, Segregated Funds

Add/Edit Opportunities

Schedule Meetings, Calls & Follow ups

Set Sales Activity Targets

Add/Edit Custom Fields on Client Records

Import Contacts

 

Assistants Access To Your Data