Clients can now complete their company information for plan setup through a guided smart form experience within Onboard.

• Enhancing the onboarding experience
• What this change may mean for you
• Participation details

Enhancing the onboarding experience

Sun Life is introducing a smart form within Onboard that guides our Clients and brokers, and digitally captures the information Sun Life needs to complete the employer benefits setup. This replaces the existing DocuSign version of the Employer Information Form, making the information gathering process easier than ever.

This guided experience simplifies the information gathering process, reduces the time and effort required by your Clients, and improves the quality of the information being gathered.

• Individuals are guided through logical, bite-size sections where plain-language questions replace difficult to understand, industry-specific terms.

• Smarter, interactive design shows only the questions and fields required for the client based on their setup and the answers they provide.

• Examples and tips provide additional context and helpful guidance along the way.

• Real-time field validation ensures no one misses completing required data.

See a step-by-step view of the Guided Digital Smart Form in Onboard >>

What this change may mean for you

The information Sun Life needs to capture during your Clients' onboarding has not changed, however, it will now be saved directly in Onboard – rather than a separate DocuSign form.

Here are some additional ways this experience is different from the DocuSign format:

• The Sun Life team and the Client’s broker can now more easily pre-fill or complete information on behalf of their Clients making it simpler for real-time collaboration and review.
• While Brokers can complete the setup information needed, the Benefits Administrator at the Client is the individual who will be required to sign off and submit the details in Onboard.

• Your completed information can be viewed any time within Onboard or you can view and download a PDF version.

• A new “Enrollment Events & Goals” task takes the place of the previous ‘Company Profile’ task on the main dashboard.

Note: Since some of the company profile information is now captured through the digital smart form, this task has been updated.

• The ‘Complete Onboarding Forms’ task will no longer be used to capture the basic employer information for plan setup. Instead, only the Application and any other required DocuSign documents will appear here.
• Your Clients will no longer see a separate 'Register for Sun Life Connect' task. The information  to set up the primary plan administrator in Sun Life Connect will be captured as part of the digital smart form under the 'Plan Administrators & Billing' section.

Digital Smart Form Availability

At this time, this feature applies to all Clients setting up Dental (PPO & DHMO), Vision, Life, Disability, PFML, Supplemental Health, Critical Illness 2023 benefits and Family Leave Insurance (FLI). 

Please note the digital smart form is not available to the following Clients:

• Clients onboarding ASO Dental.
• Clients onboarding statutory benefits

If you do not see this feature available in your Client's Onboard portal, you'll use DocuSign to complete and submit company information.

Dedicated Implementation Consultants will continue to support this enhanced workflow.

Sun Life’s Technology Product team's mission is to learn, optimize and expand while supporting you and your Clients. Your feedback is greatly appreciated.