Rise unveils Canada-first advisor engagement platform

by Leo Almazora12 Aug 2020

Rise People, the company behind one of Canada’s leading digital people-management platforms, is supporting the modernization of group insurance sales and administration in the country with a Canadian first.

Rise has announced Canada’s first advisor engagement platform, which offers tools to streamline back-end processes while offering a smooth, paperless front-end experience for group benefits clients of Sun Life. Advisors can potentially reap competitive advantages from selling, administering benefits, and collaborating on group plans with Sun Life in a more convenient and efficient way.

“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,” Rise President Julie Bevacqua said in a statement.

Serving as a technology backbone to connect advisors with clients and their employees, the platform helps advisors sell group life and health benefits as well as individual insurance. The client experience is also improved through digital enrolment, access to an online marketplace, and ongoing benefits administration,

A practice management function lets advisors store client data and generate comprehensive reports. The built-in dashboard promises convenience and a complete overview of the most current client information, including changes to plan member benefits information and enrolment statuses.

“This platform is a gateway to provide our advisors with a seamless digital experience to manage their clients and their benefits plans … [and] ultimately help advisors provide Clients with access to the benefits they need,” said Sophie Ouellet, vice president for Business Development, Group Benefits at Sun Life.

With its latest announcement, Rise has given advisors, clients, and their employees the chance to save time and enjoy a better overall people experience through integration of group life and health benefits, HR functions, and payroll management. The platform, which is available at no cost to advisors to Canada, is currently open to Sun Life’s Group Benefits clients, with more insurance carriers to be added in the months to come.