Desjardins Insurance is the newest adopter of Bluesun’s WealthServ insurance back-office for their independent networks
Toronto, ON (Feb. 1, 2017) – Mike Donati, President & CEO of Bluesun, is pleased to announce that Desjardins Insurance,(1) one of the largest insurance companies in Canada, has come on board as the latest national insurance company to adopt Bluesun’s WealthServ as its insurance operations back-office software.
WealthServ is a web-based business management system that automates workflows and delivers operational efficiency to managing general agencies (MGA), MFDA firms, and National Accounts. Developed as a truly scalable SaaS enterprise solution, WealthServ supports distributors in optimizing business operations for themselves and their advisors.
“We at Bluesun are thrilled that a national insurance and investment distributor has placed its faith in Bluesun,” exclaimed Donati. “Desjardins Insurance is increasing its investment in Desjardins Financial Security Independent Network (DFSIN) and SFL Network (SFL) – and we are honoured that they have placed their trust in Bluesun by adopting WealthServ as their back-office platform.”
“With Desjardins Insurance coming on board just a couple of months after we signed an agreement with another Quebec-based firm, Bluesun is rapidly strengthening its presence in Quebec,” Donati continued.
Bluesun’s WealthServ now handles almost 70 percent of all policies written in Canada, and the addition of these Desjardins distribution networks to a roster that includes many of the largest MGAs in Canada supports Bluesun’s commitment to better serve the industry overall by increasing operational efficiencies.
Nancy Schafer, Vice President, Distribution at Desjardins Insurance overseeing Desjardins Financial Security Independent Network, commented on the company’s choosing of our platform. “DFSIN is an expanding network of client-focused independent advisors. Since our advisors provide many financial solutions to their clients, a platform that is easy to use and robust, like WealthServ, is critical. Our goal is to improve efficiency and in return provide better service to clients. WealthServ is held in high regard for its functionality and its commitment to customer service and support. We did our research and we feel confident in our new business relationship with Bluesun and its WealthServ product.”
Bluesun is a leading provider of software solutions to the financial services industry. Our mission is to deliver painless software solutions to its clients. This means easy-to-use, intuitive software, with hassle-free installation and responsive, class-leading service. Today, Bluesun handles almost 70 percent of all Canadian life insurance business in the independent channel. Bluesun was founded in 2001; and is headquartered in Burlington, Ontario. For more information, visit www.bluesun.ca.
About Desjardins Financial Security Independent Network
Desjardins Financial Security Independent Network is a national network of financial advisors specializing in life and health insurance and investments. Together with its counterpart SFL Partner of Desjardins Financial Security in Quebec and New Brunswick, the network has more than 1,600 financial advisors present in almost all parts of the country. For more information, visit www.dfsin.ca.
1. Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company, a provider of life and health insurance and retirement savings products.