The US division of Sun Life Financial, a provider of range of protection and wealth accumulation products and services, has enhanced operational efficiency by launching a new web sales portal for financial professionals who sell the company’s annuities and life insurance products.
The company said that it has also added an eDelivery option to give both variable annuity customers and their brokers with an opportunity to enroll in electronic delivery of certain account documents.
According to Sun Life, it has released an eDelivery program to enable brokers and customers while benefiting environment. By enrolling, customers will receive an email notification when these documents are published to the company’s web site. This initiative is expected to generate around $350,000 in annual savings.
Terry Mullen, president of Sun Life Financial Distributors, said: “This new financial professional portal is another key component to the company’s sales and marketing momentum in the distribution channels. We wanted to enhance the advisor web experience, and our new portal is an important destination for client account information, sales and marketing materials, and fund performance.”