An automated insurance platform is making advisor’s lives easier.
The completion of e-app and in-force integration with major carriers was one small step for Bluesun, but one giant leap for advisors and MGAs.
Bluesun, announced the completion of several e-App and In-Force integrations into their WealthServ platform, including some of Canada’s leading insurance carriers Manulife, TransAmerica, and Empire Life.
“This marks another major step forward for the independent life insurance channel where electronic data can now span the entire life insurance policy process from written to settled – something that distributors have been asking about for some time now,” said Simon Tomlinson, CEO of Bluesun.
WealthServ is a web-based business management system that automates workflow and delivers operational efficiency for advisors, MGAs, National Accounts, Carriers and MFD firms.
“Manulife is focused on increasing efficiencies and ease-of-use for our advisors and distribution partners,” said Al Bett, AVP Retail Markets IS, Manulife. “By making the underwriting experience easier for our partners, we create an enhanced experience for our customers."
WealthServ now processes more than 50 per cent of the independent life insurance business in Canada. Tomlinson said, “Our focus has always been and will remain helping the independent channel thrive through connectivity. We’ll be building on them by combining the voice of our client community with their carrier partners so we can make this connectivity the norm, rather than the exception.”
Daniel Dessureault, VP, Retail Insurance Distribution at Empire Life added, “We understand the importance of e-apps and other carrier feeds for distributors and the industry at large. We work hard to ensure we keep our distributors in the loop on our progress.”
Bluesun, announced the completion of several e-App and In-Force integrations into their WealthServ platform, including some of Canada’s leading insurance carriers Manulife, TransAmerica, and Empire Life.
“This marks another major step forward for the independent life insurance channel where electronic data can now span the entire life insurance policy process from written to settled – something that distributors have been asking about for some time now,” said Simon Tomlinson, CEO of Bluesun.
WealthServ is a web-based business management system that automates workflow and delivers operational efficiency for advisors, MGAs, National Accounts, Carriers and MFD firms.
“Manulife is focused on increasing efficiencies and ease-of-use for our advisors and distribution partners,” said Al Bett, AVP Retail Markets IS, Manulife. “By making the underwriting experience easier for our partners, we create an enhanced experience for our customers."
WealthServ now processes more than 50 per cent of the independent life insurance business in Canada. Tomlinson said, “Our focus has always been and will remain helping the independent channel thrive through connectivity. We’ll be building on them by combining the voice of our client community with their carrier partners so we can make this connectivity the norm, rather than the exception.”
Daniel Dessureault, VP, Retail Insurance Distribution at Empire Life added, “We understand the importance of e-apps and other carrier feeds for distributors and the industry at large. We work hard to ensure we keep our distributors in the loop on our progress.”
