Sun Advisor App 4+

Sun Life Financial

Designed for iPhone

    • 5.0 • 2 Ratings
    • 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 2.14.015

Implementation of technical upgrades

Ratings and Reviews

5.0 out of 5
2 Ratings

2 Ratings

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, for example, based on the features you use or your age. Learn More

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