So your CliENT SAID YES?

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

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 Client Selfie holding that ID

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

3. Refer to detailed guide found in this Deck on E-App Submission

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

COMPREHENSIVE REMOTE SELLING GUIDE V.2

4. Note: Use the most updated template for the client confirmation. See template and sample email to client below

Universal Client Confirmation v1_1 2020_10_08.pdf

Sample Email Confirmation.pdf

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