Desjardins Insurance will be adopting Bluesun’s WealthServ insurance back-office for their independent networks, said President and CEO of Bluesun Mike Donati in an announcement Jan. 30.
WealthServ is a web-based business management system that helps distributors optimize business operations for themselves and advisors.
Strengthening Quebec presence
“We at Bluesun are thrilled that a national insurance and investment distributor has placed its faith in Bluesun,” said Donati. “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.”
Bluesun says nearly 70 per cent of policies written in Canada are handled by WealthServ. Desjardins’s addition will allow Bluesun to increase operational efficiency.
Better client service
“DFSIN (Desjardins Financial Security Independent Network) is an expanding network of client-focused independent advisors,” said Nancy Schafer, Vice President, Distribution at Desjardins Insurance overseeing DFSIN. “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.”
