WealthServ a BlueSun product

WealthServ is the best MGA software on the market. It has enabled us to reduce our unit costs and utilize technology in the best way possible. Backed by BlueSun's strong customer service ethic, we are really seeing the return on our investment.

Terri DiFlorio
President
HUB Financial

We love that the BlueSun team operates so strongly around their values. Their custody of the WealthServ platform, the support they provide and their vision for the combination of distribution and technology are perfectly aligned with our own. We have a long and bright future together. WealthServ is the only platform for serious MGAs.

Lawrence Fuller
Canada Loyal Financial and UMGA Group

These guys are honest, straightforward and easy to deal with. Our relationship is based on delivery and candor. We've been happy that BlueSun works really hard to support and develop our combined investment and insurance back offices. There are several challenges coming to our industry, maybe none more so than the new compliance requirements. We believe we're on the right software and with the right company to meet them.

Mary-Jayne Woodyatt
President
WCS Financial Services

WealthServ is the logical choice for enterprise-sized MGAs. BlueSun has brought a 'day versus night' transformation to the service we receive. We're really happy we have the right partner for our future technology needs.

Andy Cunningham
VP Information Technology
PPI

Despite having our own custom software for the last 20 years that I could change however I liked, I find WealthServ much more versatile. It is the best I have seen on the market.

Marypat Ganley
SVP Operations
Cadaret Grant

After a long look at systems that were available to us, we realized that WealthServ was the only software that really gave us everything we needed in one package. BlueSun listened to what we wanted to achieve and helped us get there.

Rhonda Meyer
COO
Harbour Management Inc.

The BlueSun Producer Portal will enable us to deepen our distributor relationships, scale our lead generation programs and increase our ability to provide information directly to advisors about their books of business. It was important that we chose a supplier who would work in partnership with our internal IT team to deliver a platform on which we could be self-sufficient.

Carol Yntema
AVP, Distribution Management
Transamerica

BlueSun provides the heart of the new system we needed to provide world-class service to our clients and allow for our future growth. BlueSun showed outstanding commitment to our success and really impressed us.

Tina Bellavia
VP Broker Product Management and Operations
Benesure

We recently worked with the team from BlueSun in the deployment of a system that was strategically critical for us. Not only did BlueSun deliver the project on time and on budget, but more importantly, provided a system that has given us a significant competitive advantage. Without BlueSun it would not have been possible to deliver a solution of this quality.

Brock Campbell
VP Marketing, Product Solutions and Group Creditor
Foresters Life Insurance Company

BlueSun are first class at executing on technology projects. They have a really solid delivery process that gives you confidence and piece of mind. This is backed by some of the most professional people I have worked with who always seem to over-deliver. I would really welcome the opportunity to work with them again.

Mark Holcomb
Director
Antares Management Solutions

Having a scalable and flexible technology platform has been instrumental to the success we have enjoyed in recent years and BlueSun has been with us every step of the way. Their life insurance software has helped us take advantage of numerous opportunities that would have been virtually impossible otherwise. Just as important as their technology is the service that they provide. They understand our industry and they consistently deliver on their commitments.

Michael Levison
CEO
ReMark Americas

BlueSun was a vital component of or recent ADB rider campaign. It enabled Transamerica to deliver the communication and control to our partners and clients we needed to market this kind of marketing activity viable.

Doug Paul
EVP Sales and Distribution
Transamerica

The best thing about BlueSun is not that they know the industry, or that they really know technology, it's that they're not really like IT guys. We've worked with BlueSun since they were founded and they always work hard to deliver what they promise. We truly feel like we are partners.

Brad Smith
President
ReMark Canada