WealthServ a BlueSun product

Insurance CRM Software History

Originally meant to improve customer service while increasing sales through efficient data maintenance, insurance CRM software hasn't quite lived up to its promises

CRM Software Publications

Getting the most out of WealthServ software and maximizing your revenue starts with learning the basics of CRM. Use these BlueSun publications to get started:

• Distribution Performance Management for Financial Services – An Overview (PDF, 5pp., 811KB)
• DPM Readiness Checklist (PDF, 3pp., 252KB)
• DPM – Getting Started (PDF, 4pp., 258KB)
• Tips for Increasing Revenue Through Multiple Channels (PDF, 6pp., 280KB)
• Data Mining – Prospecting For Gold in Your Customer Database (PDF, 5pp., 152KB)
• Supporting Distribution – Why Sharing Data From Administration Systems Needn't Be Difficult 
  (PDF, 3pp., 105KB)
• 12 Steps to Successful Data Conversion (PDF, 6pp., 563KB)