WealthServ® Insurance

Creating efficiencies for all of your operational functions 

Welcome to WealthServ Insurance, Canada’s leading distributor back-office software. 

Key features

Holistic Business Support

Supports all business functions to support an MGA’s business operations 

Efficient Workflow Management

Custom workflow capabilities ensure work moves through your organization as efficiently as possible – while keeping the advisor up-to-date with the progress of their cases 

Automated Case Progression

Our automated case progression, combining feeds integration with our task engine, results in case managers only dealing with exceptions

Integrated Data Feeds

With our integrated data feeds, you can be sure that every carrier e-App, pending, Book of Business, or commission feed is ready to go

24/7 Application Visibility

Round-the-clock visibility of application and policy status for advisors

Automated Task Handling

With WealthServ, you can “set it and forget it”, enabling you to automate internal and external routine tasks and communications to reduce manual intervention, ensuring your case managers only concentrate on cases requiring their attention 

The iPipeline difference

WealthServ Insurance from iPipeline provides you with:

  • The ability to stand out from the competition with our task engine and automation capabilities 
  • Outstanding efficiency, eliminating unnecessary manual steps in case management, and allowing 80% of your cases to successfully process – untouched 
  • An efficient workflow to keep advisors always informed about the progress of their cases and freeing case managers to focus on the cases that require their attention
  • Our experience and expertise of being one of the first in the industry, all backed by the security and stability of being a business unit of Roper Technologies, Inc. 
Experience the power of seamless connectivity, automation, and superior case management with WealthServ Insurance -- as the key to enhancing your business operations and maximizing your return on investment.
Benefits to MGAs and National Accounts
  • WealthServ is the most extensively-connected software platform available, supporting all e-App, pending, Book of Business, and commission feeds from insurance carriers and linked to all primary paramedical providers
  • Our commissions processing engine leads the industry in its ability to support the setup of grids, commission runs, and payout to your brokers – and has a proven history of successful operations with MGAs, national accounts, and product manufacturers.
  • Our task engine and automation capabilities help you drive efficiencies and remove unnecessary manual steps in case management 

Works well with

WealthServ Investments
Agency Management
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Customer Relationship Management
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