Free
Sun Advisor App
⭐️5 / 5
Rating
🙌2
Ratings
📼5 scs
Content
📦~ in 1 month
Updates frequency
🗣❌ unsupported
Your locale
- Versions
- Price History
- Description
- FAQ
All Versions of Sun Advisor App
2.56.001
June 20, 2024
Removal of WIF Link & QR Code in SLAMCI Referral
2.55.001
June 4, 2024
Blank clients portfolio fix
2.53.001
May 9, 2024
Pentest Remediation
2.49.001
April 22, 2024
Capitalize First Letter of "Advisor"
2.43.001
March 8, 2024
MF Account Search
2.33.001
August 11, 2023
In this update:
- Fix discrepancy in Last Deposit and Transaction History
More2.23.001
March 9, 2023
New in this release - Updated client reselling lists and the SLAMCI referral links widget!
More2.21.001
February 3, 2023
New in this release! SLAMCI Client Reselling lists
2.17.001
January 13, 2023
minor enhancements on policy details page
2.16.001
October 22, 2022
In this update:
- VUL / TRAD Add Assignee and Assignment Date in Policy Details
MorePrice History of Sun Advisor App
Description of Sun Advisor App
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
Show less
Sun Advisor App: FAQ
Sun Advisor App isn’t available on iPad devices.
The app was developed by Sun Life Assurance Company of Canada.
To function properly, the app requires at least iOS 10.0.
The Sun Advisor App app has a consumer rating of 5.0 and gets a lot of positive feedback.
The App Category Of Sun Advisor App Is Business.
The current version of Sun Advisor App is 2.56.001.
The latest Sun Advisor App update was released on July 8, 2024.
The Sun Advisor App app originally came out on February 5, 2023.
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Currently, Sun Advisor App supports Catalan, English, French and 6 more.
No, Sun Advisor App is not featured on Apple Arcade.
Unfortunately, users cannot make in-app purchases within Sun Advisor App.
Sorry, Sun Advisor App is not designed for integration with Apple Vision Pro.
