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 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.
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.
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.
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.