Enhance Client Management with Sun Advisor App
The Sun Advisor App is a mobile application designed for iPhone users, focusing on business and productivity enhancement for financial advisors. This free app enables users to efficiently manage client relationships and monitor performance metrics directly from their smartphones. Key features include the ability to send pre-composed birthday greetings and premium reminders, as well as access to the latest summaries of life and mutual fund production.
In addition to these functionalities, the app allows advisors to keep track of their clients' Variable Universal Life (VUL) and Mutual Fund applications, as well as save personal notes for each client. Users can quickly check the status of new business, view pending requirements for submitted applications, and contact client care directly through the app. A secure PIN code feature is also included for easier login and enhanced security.
