WealthServ a BlueSun product

Financial Software Industry News

March, 2011

BlueSun Hold Inaugural WealthServ User Group.
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December, 2009

BlueSun and Winsoft Combine to Form Premier Financial Management Software.
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April, 2009

Transamerica Life Canada First Mover With Innovative Asset Retention System Based on BlueSun.
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February, 2009

Benesure, the premier Canadian provider of independent credit protection for secured loans including the Mortgage Protection Plan (MPP), Credit Security Plan (CSP) and Encompass Home Service brands, has deployed BlueSun at the heart of a bold systems replacement project.
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July, 2008

Transamerica Life of Canada has chosen BlueSun as its sales support platform for the independent sales force. BlueSun will provide the foundation of a new communication and sales strategy to enhance advisor relationships and build policyholder loyalty. Transamerica Life Canada is a member of the AEGON Group, one of the world's largest insurers.

June, 2008

Unity Life of Canada, A Foresters Company, announced the launch of their new web based Policy Viewer and Reporting Platform, BlueSky, based on the BlueSun Producer Portal.
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January, 2008

Benesure has chosen BlueSun for their new life insurance administration platform. Benesure is the premier Canadian provider of independent credit protection for secured loans. Benesure provides an insurance program, the Mortgage Protection Plan, designed to provide life and disability protection to the clients of mortgage brokers. BlueSun is at the core of a complete overhaul of all Benesure's systems to support their strategic goal to continually improve all their services, especially customer service.

May, 2007

Genisys, a leading BPO services provider for the life insurance industry, chooses BlueSun to provide additional benefits to its blue-chip clients.
Genisys will utilize the Policy Viewer module of BlueSun to provide real-time information on the policy underwriting process to their insurance agents. BlueSun's integration layers will be used to link to the USSI administration and LifeSuite underwriting systems, thus providing a consolidated, web-based reporting system.

December, 2006

BlueSun goes live at Canadian Tire Financial Services 24x7 call centre.
The deployment of BlueSun to a major call centre within the Canadian Tire Financial Services (CTFS) operation went live to the 24x7, dual language CTRA call centre today. Over 200 users will utilise the call centre to handle inbound and outbound calls to CTFS auto club members. The goals of the project were to reduce the call handling time, provide a more flexible platform to support business change and to enable the 20-year old mainframe system to be phased out. The project, which included migrating over 8 million customers from the old mainframe system, was completed in less than 12 months.

December, 2006

BlueSun successfully completes CICA5970 Audit.
BlueSun announced that its internal operations and information technology infrastructure earned the gold standard of information security certification, CICA 5970. The audit utilized the internationally accepted Control Objectives for Information and related Technology (COBIT) IT governance guidelines. A CICA5970 examination signifies that a service organization has had its control objectives and control activities examined by an independent accounting and auditing firm. The independent report completed by Deloitte and Touche, substantiates BlueSun's continuing commitment to consistently excellent operational performance. It also provides assurance to their clients that their services, and their assets and information, are appropriately safeguarded against error, loss or inadvertent disclosure. BlueSun are one of the very few technology companies in this market to obtain this accreditation.