Our employer portal, Sun Life Connect, makes managing your Sun Life benefits easy. Learn more about what you can do in Sun Life Connect, and get prepared for your ongoing journey with Sun Life.
- Already registered on Sun Life Connect? Click here to log in >>
How to register a new user in Sun Life Connect
Manage your account and settings
When you register as a user on Sun Life Connect, you can manage and update your profile in the Manage your account and settings section. Your profile includes your contact information account access, and your login credentials, such as username, password and security questions.
In the Manage your account and settings section, you can also add multiple users and restrict access by policy, billing location, and function.
Manage members
In the Members section, list bill, self-admin plus and TPA plus administrators can add, remove, transfer, terminate and update employee, dependent and plan information in real time. Some changes may require additional verification by a Sun Life representative.
Note: It’s important to regularly update employee and dependent information in Sun Life Connect to ensure your employees and their dependents have timely access to their benefits.
Manage billing & payments
In the Bills section, list bill administrators can view current and past billing statements. Self-bill administrators can see current and past summary statements, and coverage rates.
Both list bill and self-bill administrators will receive an email notification when their billing statement or summary statement becomes available.
Manage payments
In the Payments section, list bill and self-bill administrators can make and update payments, and view current and past payments online. Additionally, list bill administrators can set up monthly autopayments.
Both administrators will receive an email confirming when payments have been completed.
Manage claims
Sun Life Connect makes it easy to administer claims for your employees. In this section, you can submit paperless claims; view claims status and payment information; upload claims documents and view claims reporting.
Manage Evidence of Insurability (EOI) applications
Your group insurance policy may require that employees and dependents covered under the plan apply for Evidence of Insurability (EOI) when coming onto the plan as a late entrant, or when requesting coverage over the guaranteed issue amount. Employees can begin the application process online, and you will receive an email notification when Sun Life receives the application. You will then be asked to sign in and verify the coverage and amounts. Once submitted you will receive a real time online status of the application.
In the Evidence of Insurability section, you can view all EOI applications for all employees submitted within the past 90 days. This list includes the following information: employees and their dependents and includes the status of the application and amounts. You also have the ability to search for historical applications.
Find helpful documents
Helpful documents are available on Sun Life Connect. Everything you need is at your fingertips:
- The Policy documents section is where to find your company’s contract(s) with Sun Life and your plan booklets or Dental certificates. Documents can be downloaded, printed, or emailed for easy distribution to employees.
- The Forms section includes disability claims packets, EOI applications, state guarantee notices, and more.