Submitting High Net Worth applications with the Sun eApp

Join the many Advisors submitting High Net Worth (HNW) applications with the Sun eApp

Very easy, very quick.

Easy to use and convenient.

Don't hesitate. Just use it.

This is real feedback on the Sun eApp from real Advisors just like you. All of them report high levels of satisfaction when using the online tool to submit HNW applications. It’s why the Sun eApp consistently earns high ratings from Advisors.

At the same time, we know that some Advisors are still using paper applications.

We’ve been listening to some of the feedback. And we have answers.

What you’re saying What we would say
Paper is more reliable. I don’t want the eApp technology to fail in front of my Client. As long as you have a reliable internet connection, the Sun eApp shouldn’t fail. We’re constantly updating the platform to ensure it’s safe, secure and reliable.
Paper feels more official, personal and proper than digital. This is especially true when dealing with HNW individuals. The Sun eApp is the way of the future. The world is becoming more digital with every passing day. It would make a great impression on your Client to embrace the Sun eApp and our digital tools.
I’ve always used paper. I’ve streamlined my process and don’t want to change it.

We understand you may already have established processes. But without the Sun eApp, your Clients could be missing out on time-saving features such as straight-through underwriting and instant approval.

In a world where everything can be accessed quickly, Clients are expecting efficiency and a seamless experience. The eApp offers both.
I’m not a technical person. And neither is my Client We understand being unsure about new technology. That’s why we designed the Sun eApp flow to be easy, seamless and intuitive. And if anything comes up, you can call our Advisor Experience Team at 1-800-800-4SUN (4786) or send in an email.
I don’t have time to learn. The learning curve is too steep.

As with anything, it may take some getting used to. But once you complete your first application, we’re confident you’ll be converted. You’ll see just how quick and easy it is. And you may just say goodbye to paper.

And if you ever require assistance, you can reach out to the AET to schedule a private, 1 on 1 training session. Or you can watch tutorial videos on Suncentral at your own convenience.

If you’re still not convinced, here’s a collection of testimonials we’ve received from real Advisors who regularly submit HNW applications through the eApp.

Question Responses
Tell us about your experience with the eApp and why you choose to use it

Very easy, very quick, much better than paper apps.

Fast, easy to navigate. Superior Sun Life internal team support. Easy for Clients to sign off.

Overall, this is a very good e-application.  You're able to pre-fill information in advance, e-signature is very smooth.

Ease of use and convenience. Faster completion and submission process. Much easier for the Client to review and complete the e-signing process.
What specific features in the Sun eApp do you find most useful?

Flexibility to prepare the app before the meeting but not have to lock it in.

Pop-ups with the explanation. Scheduling the tele interview is very easy. Never any hiccups.

The e-signature process is very smooth and easy for the client. Being able to pre-fill the applications in advance of the meeting with the Client is useful and easy.

It is quite convenient and easy to use in general.
What would you tell advisors who are hesitant to use eApp for large cases?

Don’t wait.

Don't hesitate. Just use it. The eApp is not difficult to navigate. Clients appreciate the speed and the ease of the eApp.

It's always an adjustment switching your process but once you get used to it, it's much easier and efficient to use.

I would definitely recommend to start using it, as it makes the process quicker and easier and with less room for error.

Head-to-head: Paper vs Sun eApp

  Paper Sun eApp
Instant underwriting approval    
Straight-through underwriting      
In-app anti-money laundering (AML) questions     
Auto-filled fields      
eSign capabilities