The Most Connected Insurance Software in Canada
WealthServ Insurance is the most connected insurance software available to MGAs & National Accounts in Canada. Your service team and your brokers can share the best possible picture of the applications process, getting cases from "written" to "settled" asap. WealthServ Insurance software is constantly evolving, so as your business grows WealthServ grows with it.
WealthServ Insurance Software Features
- Most connected to insurance carriers
- Regular In-Force policy updates and consolidated data from carriers
- End-to-end application processing
- New business requirements tracking
- Integration with Parameds
- Full commission processing and automated payments
- Business performance reporting and analysis
- Effective compliance support
- No-cost software upgrades
- Web-hosted for easy access from any location, and no infrastructure required
Insurance Software Solutions
WealthServ Insurance software offers unique benefits for the insurance industry, including reduced costs, higher revenues and improved client and staff satisfaction.