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Sun Advisor App app for iPhone and iPad


4.6 ( 7296 ratings )
Business
Developer: Sun Life Financial
Free
Current version: 2.57.001, last update: 4 months ago
First release : 23 Apr 2018
App size: 35.94 Mb

Service your clients better and monitor your stats even while on the go!
With the Sun Advisor Mobile App, you can update your clients, greet them on their birthdays, and get a glimpse of your progress with just a few taps on your smartphone
Increase your productivity:
- Send pre-composed messages for birthday greetings or premium reminders
- Monitor your latest Life and MF production summaries

Stay on track with your client’s accounts:
- View your clients VUL and Mutual Fund applications
- Save personal notes for each client

Quickly check your new business:
- View new business status and updates
- View pending requirements for submitted apps

More:
- Call ATS and Client Care directly from the app
- Set and update PIN code for easier login