Sun Life Connect is an online tool from Sun Life that makes managing your benefits easy! Learn more about what you can do in Sun Life Connect, and get prepared for your ongoing journey with Sun Life.
Download this Sun Life Connect guide for quick reference or share it with your team!
- Already registered on Sun Life Connect? Click here to log in >>
How to register a new user in Sun Life Connect
| Note: Clients using the Maxwell Health platform for benefits administration will manage certain tasks relating to employee information and enrollments in the Maxwell Health portal rather than Sun Life Connect. Learn more about working with Sun Life + Maxwell. |
Manage your account and settings
Once you register as a user on Sun Life Connect, you can manage and update your business profile. Your profile includes your contact information, account access, and your sign in information (username, password and security questions).
You can also add additional users and set up access by policy, billing location, and function.
Manage employees
It’s important to regularly update employee and dependent information to ensure your employees and their dependents have timely access to their benefits.
In Sun Life Connect you can add, remove, transfer, terminate and update employee, dependent and plan information in real time. Note: Some changes may require additional verification by a Sun Life representative.
Manage billing & payments
Clients will receive an email notification when the latest billing or summary statement becomes available. Through Sun Life Connect you can easily make payments online, or view current and past payments.
Manage claims
Sun Life Connect makes it easy to administer claims for your employees.
- You can submit paperless life, disability and absence claims
- View claims status and payment information for life, disability, absence, paid family leave and accident
- Create and view claims reports, and more!
Manage Evidence of Insurability (EOI) applications
If your group insurance policy requires employees and dependents to complete EOI in certain scenarios, you will be asked to verify the coverage and amounts via Sun Life Connect once the employee or dependent application is received.
You will also be able to view the status of the application in real time, and view EOI applications for all employees submitted within the past 90 days.
Find helpful documents
You have quick access to policy documents and forms on your Sun Life Connect portal.
- The Policy documents section is where you can find your company’s contract(s) with Sun Life, 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.
Talk to us
Our Talk to us section is the quickest way to find phone numbers and email addresses for web and administrative support. You can also send emails in a secure environment from here.