Hub Financial launches revolutionary sales tool powered by WealthServ© SalesDrive

Hub Financial today announced the launch of HUBForce, an automated system that provides personalized sales leads for advisors from their own in-force block. HubForce utilizes WealthServ SalesDrive, a ground-breaking solution that mines hidden sales opportunities from the advisors in-force block.

July 27, 2012 � Life insurance advisors focus hard on finding new clients, but may as a result miss opportunity that exists in their current in-force block of business. Hub Financial, one of the top MGAs in Canada, announced the launch of HubForce, a revolutionary sales tool for its advisors to help them exploit this untapped opportunity. HubForce is powered by SalesDrive, a software product developed by BlueSun as part of the WealthServ suite of products.

SalesDrive uses data feeds provided by carriers that contain details of advisors in-force block. SalesDrive analyses the blocks of business using criteria set by Hub. For instance, Hub may wish to create a marketing campaign targeted at current policyholders within a particular age-band with a renewal within a certain period. SalesDrive combines the details of the policies that match the criteria and packages them with pre-filled application forms to provide a “meeting in a box” for advisors. Advisors are notified of the opportunity through email, the Hub website or via their mobile device.

“The theory behind this is to take the legwork out of the equation for the broker” explained John Lutrin, Hubs executive vice-president and chief marketing officer, “Hub is providing this unique service to proactively provide our advisors with real opportunities that may have otherwise have gone unseen or been overlooked”.

Last fall, Hub piloted HUBForce to a small group of advisors. The results were exceptional and resulted in the decision to roll the system out to all Hub Financial advisors. “We developed SalesDrive in conjunction with Hub and we were really pleased to see it succeed for them so comprehensively” said Simon Tomlinson, CEO of BlueSun, “we believe SalesDrive is a revolutionary step forward for the life insurance industry. Providing automated alerts for advisors will not only change the way they service their clients, but also has application in helping them deal with compliance pressures.”

About WealthServ

WealthServ, a BlueSun product, is a leading business solution for insurance and investment brokers in North America. WealthServ provides integrated back and front-office technology across life insurance and investment products for wealth management distributors.