Insurance Systems That Keep MGAs and
Brokers Connected
WealthServ means you can process your life insurance business as efficiently as possible. Control licensing, new business and commission processing and show your brokers you have control.
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Reduced Costs
- More efficient life insurance processes
- Reduced printing, fax and courier costs
- Software upgrades included in fees
- Automatic data feeds from the most carriers and parameds
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Increased Revenues
- Service that means brokers join and stay
- Track service revenues
- Keep brokers selling
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Increased Advisor Satisfaction
- Make sure brokers are paid right, and on time
- Deliver real opportunities
- Give them the best picture of their block of business
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Simplified Staff Training
- Function based system
- Simplified commission processing
- Zero training broker user interface
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Assured Security
- Bank grade security
- CICA 5970 & SAS70 data center
- OWASP testing
- Carrier certified data center and software
Plus, with BlueSun's reputation as a trusted financial software company, we're in the know about the newest products and often add them to our insurance systems long before the competition.