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Sun Life Financial Reviews & Provider Details

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HV

Harsh V.

Developer

Information Technology and Services

Mid-Market (51-1000 emp.)

11/5/2022

"Review for Sun Life Financial"

4.5/5

What do you like best about Sun Life Financial?

Sun Life Financial has several features for providing different types of insurance, and one can access all features on mobile and the website. One can quickly go through their portal and select the plan that suits them the best. The portal also auto suggests users select the best method with their requirements, considering all their current and future investment. Review collected by and hosted on G2.com.

What do you dislike about Sun Life Financial?

The portal is very well built and keeps upgrading as new insurance schemes come into the market, but the portal frequently hangs whenever there are holidays and weekends. Once, the portal started hanging intermittently on the website, which caused a bad user experience. But the service portal guys helped and saved us from trouble. Review collected by and hosted on G2.com.

Recommendations to others considering Sun Life Financial:

It's highly recommended if you are looking for investment portals. Review collected by and hosted on G2.com.

What problems is Sun Life Financial solving and how is that benefiting you?

Sun Life Financial provides a platform to monitor client insurance policies and investments. It is an excellent tool for delivering all insurance management schemes through web and mobile-based applications. With the trust of over 150 years of satisfied clients, Sun Life Financial has provided us with excellent financial plans for our employees. Review collected by and hosted on G2.com.

GC

Verified User in Computer Software

Mid-Market (51-1000 emp.)

2/22/2021

"Excruciatingly slow service"

0/5

Describe the project or task Sun Life Financial helped with:

I have a group retirement investment with Sun Life. Review collected by and hosted on G2.com.

What do you like best about Sun Life Financial?

It was relatively easy to set up and my employer's contribution covered the 1.69% management fees. Initially the fund did make some money. Review collected by and hosted on G2.com.

What do you dislike about Sun Life Financial?

I am trying to move the investment to another broker and their customer service is almost non-existent.

The fund is losing money suddenly which suggests to me that its poorly managed. I suspect they are just as lackadaisical about that as they are about responding to enquiries.

Make sure, if you are trying to get out of the fund, that you understand the government form they give you because they will take forever to review it. In any case, expect to be taking weeks to get the transaction completed.

If your employer offers this negotiate to contribute to something else if you can. Review collected by and hosted on G2.com.

What problems is Sun Life Financial solving and how is that benefiting you?

I am trying to get the money out of the fund. So far no benefits. Review collected by and hosted on G2.com.

OC

Verified User in Computer Software

Small-Business (50 or fewer emp.)

6/14/2019

"Sun Review "

3.5/5

Describe the project or task Sun Life Financial helped with:

I explored options for Accident Insurance when beginning my own business Review collected by and hosted on G2.com.

What do you like best about Sun Life Financial?

Like most platforms they are digitally integrated which fits into my lifestyle Review collected by and hosted on G2.com.

BS

Bernice Janine S.

Senior Consultant / Senior Auditor

Accounting

Enterprise (> 1000 emp.)

9/25/2018

"Easy monitoring of insurance policies or investments with Sun Life"

4.5/5

Describe the project or task Sun Life Financial helped with:

The Sun Life Financial application helps clients easily monitor their insurance policies and investments since it is possible for one person to have several and miss out on due dates. Review collected by and hosted on G2.com.

What do you like best about Sun Life Financial?

I like the fact that you can see the updated fund values. All the basic info about the policies or accounts are there as well. Review collected by and hosted on G2.com.

What do you dislike about Sun Life Financial?

The application does not show the payments made. I believe this would be a good improvement. For example, every month, I pay P2,000 - I would prefer to see the total amounts paid as of date as well as the details as to when the payments were made. This would definitely make it easier to track any missed payments. Review collected by and hosted on G2.com.

Recommendations to others considering Sun Life Financial:

If you are a policyholder, I really suggest for you to download this app. Review collected by and hosted on G2.com.

TR

Verified User in Restaurants

Enterprise (> 1000 emp.)

9/19/2018

"Sunlife financial is a great tool"

4/5

Describe the project or task Sun Life Financial helped with:

Providing custom insurance coverage for businesses. Services are provided through an app and a web portal. Review collected by and hosted on G2.com.

What do you like best about Sun Life Financial?

We use this at work and I have to say it is really easy to use, payments are quick, and it is customised to our business coverage. Also Great mobile and desktop experience. Review collected by and hosted on G2.com.