Kaylie Bryslawskyj

When your Clients are setting up benefits with Sun Life, we know it’s important to keep you informed of status updates and items that need attention. That’s why we’re simplifying the communications...

Sun Life has introduced an easier and more automated way to ensure the accuracy of initial employee census information for your new Clients with less than 2000 lives that use Onboard to set up thei...

Please note: The guided digital smart form is not available to Clients with statutory benefits. Learn more >> Clients can now complete their company information for plan setup through a ...

Please note: The guided digital smart form not available to Clients with statutory benefits. If you do not see this feature available in your Onboard portal, you'll use DocuSign to complete ...

Sun Life provides you with a customized census template during onboarding to ensure that our team captures everything needed to set up your benefits. Using the customized template also means that y...

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 Explore...

You’ll have clear visibility into your onboarding progress with Sun Life benefits through the different phases that show in your onboarding timeline. Depending on where you are in the process of o...

After you have logged in and completed the welcome flow in Sun Life Onboard, you’ll reach your Dashboard. The Dashboard is your main landing page inside of Sun Life Onboard. This is where you can v...

Sun Life makes it easy to view and manage your Client implementations inside of Sun Life Onboard. As a Broker in Sun Life Onboard, you'll be set up with access to view and manage any of your client...

During your Onboarding, Sun Life will collect important information so that we can configure everything for your company’s benefit setup and create final contracts. Here is general guidance on the ...