Sunlife is rolling out Google Workspace with Gemini to its advisors in Hong Kong, Indonesia, Malaysia, the Philippines and Vietnam.
The insurer says the AI tools will help advisors spend less time on routine tasks and more time with clients.
Gemini will be integrated into Google Workspace tools that advisors use daily, including Gmail, Google Calendar, Google Drive and Google Meet.
It will help Sunlife deliver prompt, personalised services, manage their teams, and support coaching and sales conversations.
Alongside the AI tools, advisors will get access to Sunlife-produced resources, including product information, client-facing materials and meeting follow-up content.
The company says these resources will help advisors work more efficiently and provide clients with more consistent support.
“Google Workspace with Gemini helps advisors spend less time on routine tasks and more time focused on clients,”
said Frankie Leung, Chief Agency Officer, Asia, Sunlife.
Why Sunlife is equipping its advisor force with AI
Sunlife says the investment responds to feedback from its advisors, who asked for easier collaboration, quicker access to information and simpler ways to manage everyday work.
For clients, the company expects these changes to result in better-prepared meetings, faster responses and more timely communication.
For advisors, the tools are expected to reduce administrative work and free up more time to focus on providing advice.
Sunlife sees AI as a tool to support, rather than replace, the relationship between advisors and clients.
“AI can help advisors prepare better, follow up faster and deliver more personalised support, but it does not replace the trust and relationship at the heart of great advice,”
Leung said.
“By embedding Gemini directly into advisors’ day-to-day workflows, helping them access information more readily, collaborate with colleagues and manage everyday work more efficiently, advisors can cut down on administrative overhead and focus on delivering richer, more high-touch financial guidance.”
said Haydn Sallmann, Director, Google Workspace, Asia Pacific.
The rollout builds on an earlier tie-up between the two companies.
Sun Life previously offered Google Workspace to its advisors across Asia in 2021.
Featured image credit: Edited by Fintech News Singapore, based on image by Fantastic Studio via Magnific
