Request centre. Giving you:
Forms – get the right one every time! You identify the client and the contract, then tell us what you want to do - Request centre walks you through the process and gives you a tool – either an online form or a PDF to print and complete – just follow the instructions to submit your request.
Clear instructions – the same ones our customer service reps use when you talk to them on the phone – you can be sure you’re doing it right – and it’s all self-serve, available whenever you want.
Activity centre. Giving you:
- Tracking of all requests, including those from request centre.
- The status of your new business.
- Messages from Sun Life Financial about your requests.
- The ability to respond to messages and add information to requests in progress.