Solution Overview:

Management

Features/Benefits

  • Consolidated view of your business across:
    • All carriers
    • All lines of business
    • MGA, AGAs, advisor groups, branches, and regional levels
  • Highly configurable solutions to provide multiple service offerings to your advisors
  • Automated reports keep you on top of your business, ad hoc reports allow detailed views of your practice
  • Workflow management allows to you to introduce your own best practice workflows to your operations team and advisors
  • Built-in compliance tools allow MGAs to mitigate risk in an efficient and compliant manner
  • Evergreen solution which is constantly being enhanced and at the leading edge of industry best practice

Related Products

  • W.insurance
    • Reporting
    • Application status updates
    • Inforce business review
    • Advisor dashboard
  • W.connect
    • Seg fund trading and reporting
    • Cash trust account management
    • Seg fund commission module 
    • CITS feed data exchange module
    • Advisor dashboard

 

  • W.compliance
  • W.portfolio
  • W.investor

Related Services

  • Account manager keeps you apprised of industry developments and your technology options to implement best practice workflows
  • Process audits to ensure your practice runs as efficiently and effectively as possible
  • Training options to meet your needs
    • Onsite
    • Webinar
    •  
  • Network of catalyst professionals to provide advice and enhance the value of your business

Related Content

Management

  • Consolidated, online view of your MGA’s business across multiple carriers and suppliers, all lines of business including life insurance and investment business, and between various entities in your organization such as AGAs, advisor and marketing groups, and regions.
  • Robust reporting provides insight and intelligence on all aspects of your business including production, back office efficiency, and advisor profitability.
  • Efficient workflow management and automation allows you to reduce cost while improving the advisor experience.  
  • Risk is mitigated through innovative compliance and anti-money laundering monitoring tools.
  • Enhancements and new features driven through our client’s feedback.  Whether gathered through our annual conference, our regular roundtables and committee meetings, or through regular conversation, Winfund’s development roadmap is designed by our clients to meet current and future industry and business challenges. Our evergreen solution to provide progressive solutions right now including the emerging areas of mobile access and social media.
  • Winfund’s experienced account management team is part of your bench strength. We bring new ideas and perspectives to your strategic and day-to-day planning.
  • Advisor and management dashboard will help you stay on top of your business and the business of your advisors in one interactive and simple-to-understand view.

Operations

Features/Benefits

  • A new business workflow built by MGAs for MGAs
  • Efficient workflow with business rules to increase quality and metrics to effectively manage your team
  • Advisor management tools to stay on top of your advisor relationships including contracting, licensing, seniority, and contact details
  • Automated multi-feed data import module
  • Multi-LOB view
  • Multi-LOB commission accounting 
  • Workflow management
  • Centralized client portal provides you a central location to download
    • Training
    • Recent versions of software
    • Documentation
    • Track issues
    • Upcoming events

Related Products

  • W.insurance
    • New business entry
    • Inforce policy service
    • Performance metrics
    • Advisor setup and contracting
    • Commissions and reporting
    • CITS carrier updates
  • W.connect
    • Seg fund trading and reporting
    • Cash trust account management
    • Seg fund commission module 
    • Data exchange module
    • Advisor dashboard

 

  • W.compliance
  • W.portfolio
  • W.investor

Related Services

  • Dedicated support staff to help you each step of the way
  • Training for all levels of your organization
    • Webinar
    • Onsite
  • Process audits to help you find new ways of driving efficiency in your day-to-day operations
  • Custom development
  • Easy to integrate with in-house systems
  • Account manager

Related Content

Operations

  • The new business entry “wizard” allows for the efficient entry of life insurance applications.  Business rules ensure the right information is captured reducing confusion and error rates and compliance edits help manage the risk to your business.
  • Back office efficiency reporting metrics help keep you on top of your team, ensuring work is evenly distributed, and you are getting the best from your employees.
  • At-your-fingertip information and reports help strengthen the advisor relationship and ensure the highest level of service including access to the interactive advisor dashboard.
  • Automated CITS pending and inforce feed information lets you reallocate resources from non-value add data entry to value add advisor service, compliance, and marketing tasks.
  • Dedicated support team addresses any operational questions you may encounter, an account management team to discuss industry changes and challenges, and an extensive project management and development team to handle any custom requests you may have. 

Compliance

Features/Benefits

  • Built-in compliance tools allow MGAs to mitigate risk in an efficient and compliant manner
  • AML reports and tools to meet FINTRAC requirements
  • A significant compliance monitoring project in progress
  • Ongoing relationship regulatory bodies and industry compliance professionals
  • 10 years of live production use

Related Products

  • W.insurance
  • W.connect
    • Data exchange module

Related Services

  • Advisor training & head office training
  • Process audits help you find new ways of driving efficiency in your day-to-day routine
  • Custom development

Related Content

Compliance

  • For 7 years, the Winfund compliance module has been providing quick, simple, and secure access to the industry’s only comprehensive suite of oversight tools for both life insurance and segregated funds.
  • Exception-based supervision lets you target the issues you feel are most important and represent the most risk to your practice in an economical and time-efficient manner.
  • Configurability throughout the platform allows your compliance team to tailor the degree of oversight and control to best suit your needs.
  • We participate actively in the industry and work to build relationships with regulatory bodies and industry compliance professionals in order to drive positive change in the industry and advocate on behalf of our clients.

IT

Features/Benefits

  • IT-friendly installation and an experienced support team lend a hand
  • Web services framework give you a standardized handshake for integration with your in-house systems
  • OS certification
  • Multi-browser certification
  • Third-party integration gives you best-of-breed solutions in one platform
  • Mobile access

Related Products

  • Winfund Wealth Management Platform

Related Services

  • Training for all levels of the organization.
  • Process audits to help you find new ways of driving efficiency in your day to day operations
  • Custom development
  • Easy to integrate with in-house systems
  • Account manager
  • Dedicated support resources

Related Content

IT

  • Winfund’s platform is scalable and is in active production use in environments from 5 to 5,000 users
  • IT-friendly installation and guides give you peace of mind on how to implement new versions
  • IT support representatives are only a phone call away to assist with any technical questions or to lend a hand
  • Web services framework gives you a standardized handshake for integration with your in-house systems
  • Winfund has a continuous certification program for OS and browsers to ensure we stay ahead of the technological curve.
  • Our third party integration partners give you best-of-breed solutions in one platform with one contract and vendor to deal with.
  • We are a Microsoft partner so we can leverage their resources in our R&D efforts and issue resolutions.
  • Our comprehensive communications program and events keep you apprised of new versions and tips.

Advisor

Features/Benefits

  • Consolidated view of your practice across:
    • All carriers
    • Multiple lines of business
  • Advisor dashboard
  • Fully integrated annuity & life quotes, forms, and portfolio planning tools
  • Compliance  tools
  • Production reporting to stay on top of your practice
  • Comprehensive client reporting gives you the tools to educate your clients and give them peace of mind.

 

  • Model portfolio and asset allocation allows you to streamline your client rebalancing process

 

  • Easy to use Client onboarding allows you to gather the right data for the right forms once without error

 

  • Advisor dashboard gives you a holistic view of your business with the ability to drill down and take advantage of hidden opportunities

 

  • Stay on top of your commissions with online commission statements and reporting

 

  • Provide the extra value touch by giving your clients online access to their accounts as well as their account statements.

 

  • Fund Facts at your fingertips throughout the platform

Related Products

  • W.insurance
    • Advisor dashboard
    • Cannex Annuity Surveys
    • WinQuote Life quotes
    • FormDepot carrier forms/ITS carrier updates
  • W.connect
    • Dashboard module
    • Pre-filled forms

 

  • W.portfolio
  • W.ivestor

Related Services

  • Advisor training
  • Advisor process audits help you find new ways of driving efficiency in your practice
  • Custom development

Related Content

Advisor

The Winfund Wealth Management Platform provides the best-of-breed Advisor Practice Management tools. 

  • The Advisor Dashboard provides you with a holistic view of your life and seg fund business with the ability to drill down to find hidden opportunities and monitor the state of your practice.

 

  • Consolidated view of all carriers and LOBs (funds, CI, DI, LTC, life Insurance, annuities, GICs, and exempt products).  Comprehensive client reporting and dashboard give you the tools to educate your clients and stay on top of your relationships.
  • Portfolio planning/analysis and rebalancing allow you to streamline your client portfolio review and rebalancing process.
  • Integrated compliance helps you take potential risk and turn it into opportunities. We partner with industry leaders to provide fully integrated annuity quotes, life quotes, Fundata fund fact sheets, and carrier forms.
  • Commission and production reporting to keep track of your revenue through the dashboard, robust reporting, and even online commission statements.
  • A suite of investor experience tools to provide that extra value-added touch by giving your clients online access to their portfolio and transaction history, your contact information and mission statement, as well as their account statements.

Investor

Features/Benefits

  • 24/7 client view of your investments online
  • Householding
  • Advisor contact details are easily available
  • Fund Facts at your fingertips
  • Electronic notice when statements are available
  • Mobile access

Related Products

  • W.access

Related Services

Related Content

Investor

The Winfund Investor Portal allows your advisor to offer the immediacy of real-time, online updates that you expect.

  • Easy web access 24/7
  • A consolidated view of your portfolio and transaction history
  • Details about your Advisor including their contact details, location, and mission statement
  • Secure communication through an integrated messaging framework
  • Educational material such as Fund Facts at your fingertips to learn more about the investments in your portfolio.