Benefits administration & communication

If you are not an employer, explore our content for plan members and familiesbroker or consultant, or dentists and dental offices.

Increasing Employee Engagement and Understanding

You and your employees can have a better enrollment experience— more engagement, greater understanding of the plan, greater appreciation for how much your company pays in benefits—with a partner that makes enrolling for benefits easier for everyone.

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. Learn more about what we heard and conquer benefits education and enrollment with confidence. 

video thumbnail

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

Screenshots of Benefit Explorer Screenshots of Benefit Explorer

An employee’s digital benefit counselor

  • Easy-to-use site to educate employees featuring examples, videos and access to benefit counselors
  • Employees can create their own Personal Benefits Plan
  • Customized with your core and voluntary benefits, logo and a link to your enrollment platform
  • Available for annual enrollment and year-round benefits education support

Visit our demo

Watch a video

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

Watch our video

Telephonic support

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

Learn more about telephonic support

Text communications

Reach employees the way they prefer

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

Learn about text communications

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

See a demo

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

Learn more about our Spanish enrollment support

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

Seven tips for successful electronic data transmission

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

Maxwell Health – Our robust benefits administration platform

Sun Life’s benefits administration technology platform provides you and your employees with an intuitive, end-to-end, virtual technology that:

  • Gives you the power to streamline your administrative tasks
  • Modernizes your benefits experience by making it digital
  • Gives your employees a benefits shopping experience that educates them on the value of their benefits

Join one of our weekly live demos to walk through the HR admin experience, employee experience and ask questions.

Request a personal demo of Maxwell Health

An animated display of Maxwell Health

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

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)