In 2011, CIMB Sun Life pioneered in launching a mobile app ‘Sun Advisor’ to help Sun Life field managers and advisors to improve sales productivity and recruitment efficiency

Country: Philippinescimb-sun-life
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