Your Book of Business report now includes additional fields

September 09, 2026

Since launching faster access to Book of Business (BOB) reports through Suncentral last spring, we've continued enhancing the tool based on your feedback. Now, more fields are available to give you deeper insight into your business.

As of September 15, thirteen new fields are available in your (BOB) reports:

  • Advisor Status
  • Policy Termination Date
  • Product Type
  • Method of Payment
  • Annualized Premiums
  • Policy Renewals
  • Coverage Status
  • Coverage Effective Date
  • Coverage Expiration Date
  • Coverage Term Conversion Expiry Date
  • Writing Agent Name
  • Writing Agent Number
  • Commission %

Why this matters

These additional fields give you a complete view of your business in one place – helping you identify renewal opportunities, track policy status and better serve Clients.

What hasn't changed

  • Reports available within 24 hours
  • Secure access through Suncentral
  • Customizable date ranges
  • Clear visibility into your business

Calls-to-action:

  • Select Book of Business report under Tools to access your report.
  • Review the job aids for step-by-step instructions on requesting, retrieving and filtering your reports.

Contact us

Have questions about your BOB report? Reach out to suncentral@sunlife.com.