You must be licensed and appointed in the situs state with Sun Life before your first sale. It can take up to 10 days to get appointed, and cases cannot be processed until that’s complete. Get appointed now....
With Sun Life your small business clients can take advantage of the same great employee benefits we offer large companies.
We have a new one-stop shop that offers secure, real-time quoting and an online experience that makes doing business with us quick and easy. You and your clients will benefit from:
Check out our Small Business Digital Marketplace – available through InsuranceMenu – today.*
Our small business sales representatives are ready to help. They’ll support you from quote to service opportunities throughout the relationship.
Please submit our brief online form and we'll be happy to provide you with a proposal or information.
*Healthcare professionals and PFML groups: Due to the complexity of these products, quoting for these products will need to go through a sales representative. You can use the 'Request a quote or information' button above to get started.
On February 25, 2026, Ted Philips, AVP, Ben Tech Partnerships and Nabil Aidoud, CEO at InsuranceMenu, gave a demo on Sun Life's new Small Business Digital Marketplace.
You must be licensed and appointed in the situs state with Sun Life before your first sale. It can take up to 10 days to get appointed, and cases cannot be processed until that’s complete. Get appointed now....
Starting March 2, 2026, you will need to quote groups with 2-9 lives through InsuranceMenu. For groups with 10-49 lives, you will continue to work with your small business sales representative.
Starting March 2, 2026 for April 1, 2026 effective dates you will find dental, vision, supplemental health, life and disability on our Small Business Digital Marketplace. For healthcare professional groups and PFML you will need to contact your small business sales representative.
No. There are specific plans available through InsuranceMenu that you can select for your groups with 2-9 lives.
Commission is tracked through Sun Life like it is for your other groups.
Just complete this form to get started. After you complete the form, you will receive and one-time personalized link that will enable you to create your account.
Yes. InsuranceMenu offers a detailed user guide to help you get started.
Creating your first quote and proposal is easy. InsuranceMenu has resources on creating proposals to get you started.
The digital onboarding process is quick. InsuranceMenu has resources to help you complete forms such as the group application after you have sold a case.
Uploading a census is simple. InsuranceMenu has resources to help you.
Renewals are available online when you are adding coverage. For groups where you are not adding a coverage, you will follow the standard renewal process.
Yes. Please email support@insurancemenu.com.
Group insurance policies are underwritten by Sun Life Assurance Company of Canada (Wellesley Hills, MA) in all states, except New York. In New York group insurance policies are issued by Sun Life and Health Insurance Company (U.S.) (Lansing, MI). Product offerings may not be available in all states and may vary depending on state laws and regulations.
#4365707780 02/26 (exp. 02/28)