Allie Schermerhorn

In Sun Life Onboard you have access to a curated collection of documents, educational employee resources and enrollment materials.  In this article, we’ll cover how to: Browse Resources Share Reso...

Many of the dates that you see in Onboard are driven by your policy effective date. This can include dues dates for tasks that need to be completed, or even a timeframe for reaching key milestones ...

Onboard makes setting up benefits with Sun Life easier for you and your Clients. With your Onboard login, you'll have visibility into your Clients' onboarding experience and can align on tasks and ...

If you are a list bill client, you will find that some Sun Life benefits are billed in advance, while other are billed in arrears. It's important to understand when you can expect your bills to be ...

If an employee needs help getting their dental ID card, you can access a copy of their card from your Sun Life Connect portal. For a generic dental ID card that can be used for all enrolled employ...

Employers play an important part in certifying the coverage amounts elected by employees that are subject to Evidence of Insurability (EOI). Learn more about your options for certifying EOI: Cert...

Sun Life's ePay capabilities makes it easy to pay your bills online through Sun Life Connect. Learn how to: Create a payment profile Make an online payment (for list bill clients) Calculate and pa...

You can enroll new employees, terminate coverage, or make changes to an employee’s coverage in Sun Life Connect.    Note: Clients using the Maxwell Health platform for benefits administration w...

You can reinstate a member in Sun Life connect who was previously terminated. Follow these steps in your Sun Life Connect employer portal.   Note: Clients using the Maxwell Health platform for ...

Emails are a helpful ways to stay connected and aligned when using Onboard. In this article, you'll learn about the different types of emails you can expect to receive from Sun Life as you onboard ...