Dental and vision shelf rate tool

Get a fast quote with our shelf rate tool. It's easy to use with just 3 steps...

  1. Use the dropdowns below to create and compare up to three dental plans and up to two vision plans. 
  2. Once you have the plans and rates you are looking for, select create proposal to get a PDF to share with your client. You can choose which of the plans to include in your proposal.  
  3. Sell the plan(s) to your client and then see below on how to submit your sold case to us. 

Here is a short demo to help...


Underwriting guidelines

Who is eligible for these shelf rates?

  • Groups with 2-50 eligible employees
  • Groups in Ohio, Kentucky or Indiana
  • Groups are not eligible if they are currently in force with Sun Life or Dental Care Plus Group

Please refer to these guidelines to learn more.

Underwriting guidelines
Note: RollMax and Preventive Rewards are only available for 1/1/24 effective dates and later.

Get appointed

If you are not appointed with Sun Life then you will need to get appointed before your first sale. We cannot process your sold case until you are appointed.

Simply visit Sun Life's 'Partner with us' page and complete the appropriate forms. It can take up to 10 days to get appointed.  

Get started

Design your plan

Shelf Rate

You sold a case

Congratulations! We'll need help gathering a bit more information from you to start setting up the group on our systems.

Select the area where you are located and click the button. You will receive an email with all the questions we need you to answer to get started. Don't forget to attach your sold proposal to the email before sending it to us.

Need a quote for one of our other products?

Sun Life offers more than just dental and vision. We can also help you with the following products:

  • Absence Management
  • Disability
  • Life
  • Stop-Loss and Health
  • Supplemental Health (Accident, Cancer, Critical Illness and Hospital Indemnity)

Check out our RFP checklist to find out what we need to get your quote started.

This dental or vision plan does not provide coverage for pediatric oral health or vision services that satisfies the requirements for “minimum essential coverage” as defined by The Patient Protection and Affordable Care Act (“PPACA”).

Group insurance policies are underwritten by Sun Life Assurance Company of Canada (Wellesley Hills, MA) in all states, except New York, under Policy Form Series 15-GP-01, 16-VIS-C-01 and 16-DEN-C-01. Product offerings may not be available in all states and may vary depending on state laws and regulations. Products contain limitations, exclusions, reductions and restrictions. Issued contracts determine all plan features and benefits.

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#1192596648 09/23 (exp. 09/25)