Country: Philippines
Year: 2011
Concept
- The Sun Life Advisor app has several modules and can be downloaded on agent’s personal Apple device
- Built for the Apple iOS platform, Sun Advisor works in iPad and iPhone
- Licensed advisors and agents can download the application on their personal iPad or iPhone
- Pilot in Philippines followed by launches in other Sun Life territories in Asia including Indonesia and Hong Kong since 2011
- A complete and handy tool, Sun Advisor features five modules:
- Activity organizer which helps one manage prospect contacts and their status;
- Financial needs analysis (FNA) that engages one’s prospect through an interactive FNA tool;
- Client profile questionnaire that measures the investment risk profile of the prospects using an interactive presentation tool;
- Products that offers standard presentations, product brochures and product rate tables;
- Recruitment tool that engages the prospect recruits through a career/business opportunity presentation, and facilitates profile assessment
Consumer Benefits
- The App can help to improve sales productivity and enhance recruitment efficiency
- Sun Life advisors can:
- Manage their time more effectively
- Engage prospects better and serve their clients more proactively
- Better identify product solutions for their clients
- Close sales instantly
- Recruit new staff efficiently