Rise People has launched Canada’s first advisor engagement platform to modernize the group insurance sales and administration process from end-to-end.
The platform empowers advisors with tools that streamline back-end processes while delivering a seamless and paperless front-end experience for Sun Life Group Benefits clients.
Sun Life and Rise People became strategic partners in 2018 when the financial services giant invested $15 million in the Vancouver-based HR startup.
Advisors can gain a competitive advantage by using the platform to sell, administer benefits and collaborate on group plans with Sun Life.
“Technology is playing an increasing role in the advisor-client relationship as more clients have come to expect a highly personalized and efficient experience from their advisors. We recognize the importance of technology and are committed to providing clients and advisors the best possible experience with a cutting-edge digital platform,” said Julie Bevacqua, President, Rise.
The advisor engagement platform is the technology backbone that connects advisors with clients and their employees. The integrated solution helps advisors sell group life and health benefits and individual insurance, add value and improve the client experience by offering digital enrolment, access to an online marketplace, ongoing benefits administration and an advisor practice management solution to store client data and generate comprehensive reports.
“This platform is a gateway to provide our advisors with a seamless digital experience to manage their clients and their benefits plans. We continue to look for innovative ways to digitize and modernize benefits in Canada. This new tool will ultimately help advisors provide Clients with access to the benefits they need”, said Sophie Ouellet, Vice-President, Business Development, Group Benefits at Sun Life.
Included is a convenient dashboard that provides advisors a complete overview of their most current client information, including changes to plan member benefits information and enrolment statuses.
The free platform is available for Sun Life’s Group Benefits clients and will be available to other insurance carriers in the months to come.