Live tele-scheduling

Request appointments in real time

Combo applications

Combine multiple products and Clients in one application

Connect with Clients virtually

Using our temporary non-face-to-face process

Easy life and critical illness applications

All life products available

What others are saying

“I love the app. It’s the best one I have used
so far. I wrote a case on Monday and the
app was the easiest to use so far.” 
Jason Bonneteau Managing Partner, WPG The Wealth Planning Group Inc.
"1) Super easy to navigate and use –
takes less time and  2) auto-back-dating
alert wowed me."        

Sun eApp was
designed with advisor input.

Benefits

  • Practice environment
  • Easy to use
  • Faster turnaround
  • Designed with advisor input
  • Accessed right from our advisor site

Features

  • Attachments for new and in-force business
  • Digital policy settlement
  • Dynamic notifications for Accelerated Underwriting
  • Simple unlocking for simple error correction
  • Individual, joint and corporate ownership
  • Remote and in-person eSign
  • Age and amount requirements that update automatically for each application
  • Smart input fields stop mistakes before they happen

Navigation

  • View sorted by Client and product information
  • Dashboards to organize open cases and Client actions
  • Applications are saved so you can complete them on your schedule
  • Intuitive UI guides you through the specifics of each application

See how Sun eApp works

Using eSign

Designating beneficiaries

Using the advisor statement

Watch a demo

  

Get access to Sun eApp

If you’re registered for the Sun Life advisor site, you’ll get access by email shortly.

If you’re not registered but want access, register here. Type “Sun eApp” under “Comments” and we’ll take it from there! 

  

Want to learn more?

Check out our weekly drop-in webinars and see what Sun eApp can do for your business.

Dates and registration here.