Sun Life can help you plan a successful enrollment event with customized resources to help you engage and educate employees.
Learn more about items you can request from Sun Life:
- Benefits Explorer site
- Email templates and email blasts
- Text communications with employees
- Virtual group meetings
- Webinar and presentation materials
- Employee Benefit Counselors
- Telephonic enrollment
- Spanish and foreign language assistance
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Request Free Expert Help |
Our Voluntary Solutions Managers (VSM) can consult with you and work to customize any of the following materials to provide as part of your enrollment plan.
To request free custom materials or a consultation:
- Log in to your Onboard account and select Employee & Employer Resources from top menu.
- Select the Request Free Expert Help button (or Edit Request to edit an existing request).
- Complete the form with any helpful details and requests you have for your enrollment.
- That's it! A Voluntary Solutions Manager will reach out via email with more details.
Benefits Explorer site
Our team can easily customize a Benefits Explorer site for your employees that includes your full suite of benefits.
Benefits Explorer is a new way to deliver tailored benefits information, education and virtual one-on-one support to your employees enrolling in benefits.
With just one click, employees will have easy online access to all the details about their benefits enrollment.
Benefits Explorer includes:
- Benefits education and guidance
- Helpful videos
- Chat support and ability to schedule a call with a Benefit Counselor
- Link to your enrollment site or materials
Want to see more? Check it out for yourself and See a sample Benefits Explorer site >>
Email templates and email blasts
Request custom email templates that you can use for sending out employee documents, reminding your employees to enroll, and more.
Text communications with employees
| Communicate with employees the way they prefer. We can help reduce your administrative burden by texting employees enrollment reminders and plan details. Texting is a preferred way to communicate for most people so they appreciate the option. |
Virtual group meetings
During enrollment, we can coordinate and host a Zoom meeting (or meetings) so employees can see a presentation on their benefits and ask questions with a live Sun Life representative.
Webinar and presentation materials
Help get the word out about enrollment and the benefits you’re offering. You can request webinar and presentation materials through your Voluntary Solutions Manager to help you build your custom enrollment plan.
Employee Benefit Counselors
| We can help educate your employees on the benefits you are offering and communicate important changes during the upcoming enrollment event. Our counselors are knowledgeable in the benefits you are offering and can assist you in answering employees’ questions and guiding them to the right benefit decisions for them. |
Learn more >>
Telephonic Enrollment
| Sun Life offers a telephonic solution with an emphasis on quality enrollment support tailored to unique solutions. We deploy Sun Life’s Benefit Counselor expertise over the phone which allows us to provide an individualized enrollment experience. |
If you’d like to offer telephonic enrollment, let us know and we can work with you to give your employees this extra enrollment option that can include:
- 1:1 communication to employees
- 24/7 access
- Multilingual support
- Inbound/outbound call services
Spanish and foreign language assistance
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If your employee population speaks Spanish or any other language, Sun Life can assist. Many of our trained Benefit Counselors are multilingual and we can provide materials or resources in Spanish: |
- Enrollment materials
- Pre-communication materials
- Translators are available for telephonic enrollments (Spanish and other languages)
- Spanish translation setting in Maxwell Health platform