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
Customer Relationship Management

More information

Learn More