Sun Advisor App
iPhone / Economie et entreprise
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
Quoi de neuf dans la dernière version ?
Fix for INC3856835 - Client VUL fund not showing
