Suncentral secure homepage overview

Suncentral features a clean design that focuses on getting you to the information you need quickly. When accessing the Suncentral secure site, you’ll be directed to the Activities & requests page, where you can get right to work with many of the most frequently-used tools such as the Client Portfolio and Activity Center. As always, links to the consulting, product, client service and support information you use every day are accessible from the dropdown menus at the top of the site. You can also use the footer at the bottom of the page for quick access to some of the most frequented spots on Suncentral. Please note, a lock icon next to a link indicates that you do not have access to that specific area.

Once you’ve signed in to Suncentral, the homepage presents you with tabs for frequently-used items. See below for more on these tabs and how they can get you to the information you need.

Activities and requests

More than 60% of our users visit the secure side of our site to start an eApp, check up on a client, or start a request or activity. We’ve pulled together the top links for each of those tools to ensure that the moment you enter our site, you have access to the processes you need. In addition, you’ll also find a list of common requests to get you to other popular actions.

News

The News tab takes you to news items from the past 90 days, after which, news is archived. 

Important information that needs to live beyond 90 days will be added to the most appropriate section of the site. For example, if there’s a product update, you’ll find the update in the appropriate product section after 90 days. 

Forms

Forms can be sorted by  number, name, last updated date and eSign availability. Here you can also  add frequently-used forms as a Favourite using the star icon, which will keep them at the top of the Forms table making them easy to find in the future.

In addition to favouriting a form within the table using the star icon, you can also select the three-dot icon on each line and add that item to your Favourites homepage. For more on this, please see the Favourites section below.

We’ve also introduced the ability to filter on categories of forms. If you’d like to see all forms related to a Beneficiary update, you can select Beneficiary from the Filter options and the list will be reduced to just those forms.

You can also continue to search by a key word or a form number if you’re looking for a specific form.

Events

ere you can access the webinars and events most relevant to you.

Tools

Here you’ll find a list of insurance, investment and other tools needed to serve your clients.

Training

From Continuing Education and Sun Life 101 training to information about how to use Suncentral, we wanted to create a space that surfaced the most important items for your growth as a partner of Sun Life. On this tab, you’ll find links to the Advisor Learning Navigator where you can earn CE credits and learn more about the tools and processes.

Favourites

Suncentral Favourites lets you designate much of the content found on Suncentral and have it saved in the Favourites folder(s) of your choice.

For more information on using Favourites, see the Suncentral Favourites user guide.