Releases

Suncentral profile My Team (read-only view) (All Suncentral users.)

Currently, our users do not have visibility into their site access and must call Sun Life with any access-related questions. Given this, our users have expressed a desire for a more personalized, digitally automated and self-serve approach to their Suncentral experience. 

This release will give users the ability to see the codes they have access to and who has access to their codes within their Suncentral profile under the My Team tab. 

• As of November 12, users will have a view-only experience of “My Team”
• In Q1 we will be adding in add, edit and delete functionality so users can use self-serve functions for many access updates.   
• Also note that the experience will be different for our different personas (i.e.: Advisor, Assistant and back-office users)
  • Advisors will have two charts showing who has access to their codes and whose codes to which they have access
  • Assistants will see one chart showing the advisors to which they have access
  • Branch users will see a list of branches wo which they have access

Added My information and Communication preferences tabs to your Profile (All Suncentral users)

We re-designed the personal profile page to support a new tabs view.  You will now see a My Information tab and a Communication preferences tab.

This allows you to see your information at a glance and without scrolling, and prepares the Profile section for future enhancements

Bug fix for Secure navigation (All Suncentral users)

When you search for something in the Secure site and then use the browser back button to return to the homepage, it used to take you to the Activities & Requests tab regardless of which tab you were on previously. The fix now lets you return to exactly where you were before starting your search.

Suncentral profile access (All Suncentral users)

You let us know that you wanted a more intuitive link to help you find your profile. The feedback said that it was hard to find the "person" icon that was previously there, and it would be more visible if we used the word profile.  You can now see the newly named access link to the Suncentral profile in its same location at the top of every page. 

Added National Sales Webinar content to Suncentral (All Suncentral users)

We moved all National Sales Webinar content into Suncentral. This move lets you search for previously hosted and upcoming webinars directly using our global search tool. This step is another milestone in our quest to reduce the number of sites you need to visit to learn more about Sun Life and how we can do business effectively together.

Fixed the Date Field formatting in the Registration flow (New Suncentral users)

When a new user enters their Date of Birth on the registration form, the formatting will auto correct so you do not need to manually input the forward slashes “/” to have success. This change makes registering less frustrating and more user friendly

Fixed the Date Field formatting in the Forgot password flow (All Suncentral users)

When you enter your Date of Birth while resetting your password the formatting will auto correct so you do not need to manually input the forward slashes “/” to have success. This change makes updating your password less frustrating and more user friendly

Updated how tabs open when using tools in Suncentral (All Suncentral users)

When you open tools like Client Portfolio in Suncentral, the tool opens in multiple tabs. This can be confusing and frustrating.

We changed how and when tabs open to streamline your experience and make working in the tools more efficient.

Fixed bugs from the launch of Suncentral (All Suncentral users)

After Suncentral launched, we had a few bugs to address to ensure we create a more seamless and functional site, including:

• Registration email wording has been updated for clarity and ease of use
• Text on forms tab has been corrected to ensure no strange characters appear.  
• Deep links from emails have been corrected so you are pushed to the correct content or message
• Password reset flow is no longer showing abnormal characters.
• Language toggle on the mobile view is now working as expected when you change your browsing language.
• Corrected the alignment of the calendar icon on the Forgot Password page

Launch of Suncentral

Who's impacted:

• 24,000+ users including all 3rd party IID site users (Advisors, Assistants and Back-office staff)
• Sun Life HO employees who use the site for training/support of our advisors, assistants, and Back Office staff

Background and benefits:

Our vision is to create a single platform for independent firms, advisors and assistants who choose to sell Sun Life products.  Suncentral is designed for our users to find everything they need to grow their business with Sun Life and help their clients, all in one place. 

Suncentral replaces the current IID (Independent Insurance Distribution) Advisor Site and simplifies navigation and accessibility by creating a unified web experience with a modern intuitive design. The new site ensures our users can quickly and seamlessly access content, information & tools across both the public and secure experience.

Some of Suncentral’s  key features include:

• Intuitive and easy to navigate
  • Modernized homepage and landing pages
  • Integrated microsites (Consulting and Strategic Partner Program) making more content searchable
  • Improved search capabilities
  • Simplified main menu & quick links to forms, tools, and support
  • Improved forms experience with new filter options and ability to favorite forms
  • New training section and content to support the use of the site and its tools
  • New Claims section to bring together all claims information and process in one convenient place
  • New Alerts section for increased visibility into changes and issues
• New name and branding
• Designed with advisor, assistant, and firm feedback
• Robust single sign-on