Benefits administration & communication

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Don’t fear benefits education—employees told us they like enrolling virtually.

Sun Life surveyed employees who enrolled virtually to understand how they felt about their experience—what they liked and did not. and conquer benefits education and enrollment with confidence.

Virtual meeting-in-a box

Sun Life has an agile work approach, with robust capabilities for our Benefit Counselors to support your enrollments virtually. We have several options to assist in communicating benefits to your employees in a virtual work environment.

Benefits Explorer

Virtual group or 1:1 meeting support

Live webinars including Q&A with a Benefit Counselor

  • 1:1 sessions for employees to ask questions specific to their benefit needs
  • Conference call dial-in service
  • Comprehensive marketing materials to educate employees

Telephonic support

  • 1:1 communication to employees
  • 24/7 access
  • Multilingual support
  • Inbound/outbound call services

Text communication

Reach employees the way they prefer

  • Send enrollment reminders or links to plan details
  • We send the information, so you don't have to

Online scheduling tool

  • Customizable for different locations or time zones
  • Real-time reporting so you can see how many employees have signed up
  • Multilingual support

Spanish enrollment support

Many of our trained Benefit Counselors are multilingual

  • Enrollment materials
  • Pre-communication materials
  • Translators are available for telephonic enrollments
  • Spanish translation setting in Maxwell Health platform

Electronic Data Interchange (EDI) feeds

  • We currently receive EDI feeds from over 150 vendors
  • Our products are already set-up on many of the platforms for your convenience

Your platform + our benefits communication support

  • Educating your employees on all benefits
  • Enrollment support for your employees on your platform
  • Platform review before kicking off your open enrollment
  • We make data easy with back end integration

Your custom enrollment solution

When you choose us, you will be supported through the entire enrollment process. Together, we will create an experience tailored for your workforce that you'll want to repeat every year. We can do as little or as much of the enrollment activity that you need – in pretty much any format that you need it.

  • You tell us your goals and preferences, and we recommend proven strategies and a timeline for success.
  • Enrollment Process

  • Through posters, emails and web content, employees will know it's enrollment season and time to take action.
  • Here are some sample materials:
  • Posters
  • Emails
  • Flyers

To help employees understand the benefits offered, we employ non-commissioned benefit counselors to perform one-on-one meetings, group meetings, benefit fairs, or webinars. Enrollments can be electronic or paper – and we'll collect the applications.

Here are some sample materials:

You receive a final deduction report to meet your payroll and billing needs.

Here is a sample:

After your enrollment, we will continue to provide administrative support when you need it most.

Here are some sample materials:

Interested in learning more?

Register to receive a call from your local employee benefits representative.

Register here

Enrollment success stories

Learn how real Clients benefited from partnering with Sun Life to engage employees and deliver a positive enrollment experience.

Cross selling
New enrollment #1
New enrollment #2
Re-enrollment #1
Re-enrollment #2

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.

SLPC 30717 02/22 (exp. 02/24)