So your CliENT SAID YES?

Great! Here's a General Overview on How to Submit Applications (via APP FORM ROUTE)

Note: This has been last updated Oct 11, 2020

Personal Info for Application Form

Ask for the Personal Information via text or messenger ; then call for health questions

<-- See Personal Info Needed ; Refer to Application Form for the health questions

List of Acceptable IDs.pdf

2. Request soft copy of 1 government issued ID AND a selfie of the client holding the ID

<-- See list of accepted IDs
*Make sure signature and photo are clear and visible

3. Download application forms from Advisor Home Office > Remote Selling Corner and fill out all forms THOROUGHLY

<-- See sample filled out application forms (FOR VUL) ; write down client name in signature portions
Prepare the ff:

Application Form
Proposal
CSA (Client Suitability Assessment Form)
Advisor's Report (do not send this to client)

*if no access yet, request forms from UM or Ally

How to Zip Files.pdf

4. ZIP the package and encrypt with Password

<--See how to Zip Guide
*Use the password set by Sun Life and do not include this password to the email you will send to the client

Universal Client Confirmation v1_1 2020_10_08.pdf

5. Email the zipped package to the client along with the client confirmation in the email body

<-- SEE CLIENT CONFIRMATION TEMPLATE
*Copy paste the confirmation in the body of the email as TEXT and not as jpeg image
*Do not include the Advisor's Report in the Zip File

Sample Email Confirmation.pdf

6. Client replies with "I agree" and confirms their email address.
Like this: " I agree. My email address is juandelacruz@gmail.com"

<--See sample email to client

Sun Life Policy Payment.pdf

7.Ask for copy or screenshot of client's payment

<--See Payment Instructions
*Client can also pay via credit card thru this link: bit.ly/paysunlifeonline

Sample Email to Send Application to Sun Life Underwriting Department.pdf

8. Prepare the COMPLETE application package, zip it and send to PHIL-NBAPP1@sunlife.com

Appform
Advisors Report
Proposal
CSA Form
Payment
ID
Selfie holding ID
Client Email Confirmation

Include advisor's attestation in the email body
All files should be in PDF format

<-- see sample email; follow this format

Need more details? Refer to the GUIDES BELOW

Sun Life Comprehensive Guide to Remote Selling v2 14Apr2020 (2).pdf

COMPREHENSIVE REMOTE SELLING GUIDE V.2

REFER TO THIS GUIDE FOR:
Detailed step by step process Payment InstructionsZipping InstructionsGuide to E-APP ROUTE (IPAD needed & SunSMART app)Note: Do not use CLIENT CONFIRMATION templates in this guide; it is outdated; use the one above in #5

Sun Life Comprehensive Guide to Remote Selling v3 - After ECQ Guidelines 17May2020 (2).pdf

COMPREHENSIVE REMOTE SELLING GUIDE v.3

REFER TO THIS GUIDE FOR:
Submission of Additional RequirementsFace to face closing with client

Sun Life Comprehensive Guide to Remote Servicing v1_3 7May2020 (1).pdf

REMOTE SERVICING GUIDE

Refer to this guide for remote client servicing

Remote Selling and Servicing Email Directory as of 17May2020.xlsx

EMAIL LIST

Refer to this guide to know who to direct your email

WaTCH THE VIDEO TUTORIAL HERE

https://sunlife.hubs.vidyard.com/watch/eEKWCGmGRyixqE55PTJw7p

Page updated

Google Sites

Report abuse