WEALTHSERV™INSURANCE

Canada's Leading Distributor Back Office Software

Key Benefits

Process Cases Faster

Most Connected-
Every Feed Available is Connected

Keeps Your Advisors
'In the Know'


Key Features

Custom
Workflow

Our task engine and workflow capabilities ensure work moves through the organization as efficiently as possible - all the time keeping the advisor up to date with the progress of their cases. 

Automated
Case Progression

Combining feeds integration and the task engine means case managers only deal with excpetions.

Data Feeds
Integration

Every Carrier e-App, new business, notification, pending, block of business and commission feeds is ready to go.

Product Resources