IDC WIN moves to Bluesun’s WealthServ platformBy The IJ Staff | May 23 2017 11:30AM
Bluesun, an insurance distribution technology provider, has announced that IDC Worldsource Insurance Network (IDC WIN) has licensed Bluesun’s WealthServ platform to manage its insurance and segregated fund lines of business.
IDC WIN is a leading Canadian Managing General Agency. In a May 18 announcement, Paul Brown, CEO of IDCWIN, said, “Our decision to migrate platforms was really driven by our need to have one consolidated platform backed by an organization that can support our growth in a distribution landscape that is now changing more rapidly than ever…WealthServ is known as a leading platform for MGAs. Their 360o view of the broker will eliminate the need for dual entry into two systems, saving our team time and providing the compliance and advisor support that is required.”
Mike Donati, CEO of Bluesun said, “We are delighted that IDC Worldsource has chosen us as their back office solutions provider and we look forward to a solid relationship and the invaluable input they will bring to our Customer Advisory Board.”