Sun Advisor App 4+
Sun Life Financial
Designed for iPhone
-
- Free
iPhone Screenshots
Description
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 client's 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
What’s New
Version 2.43.001
MF Account Search
App Privacy
The developer, Sun Life Financial, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Diagnostics
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- Sun Life Assurance Company of Canada
- Size
- 37.7 MB
- Category
- Business
- Compatibility
-
- iPhone
- Requires iOS 10.0 or later.
- iPod touch
- Requires iOS 10.0 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English, Catalan, French, German, Italian, Polish, Portuguese, Simplified Chinese, Spanish
- Age Rating
- 4+
- Copyright
- © 2018 Sun Life Financial Philippines
- Price
- Free