Employees answer EOI questions directly in the benefits shopping experience, turning a paper-heavy process into a single, automated workflow.
- Completed questions are sent to Sun Life automatically
- Provides faster turnaround time so employees have coverage sooner
- Administrators have full visibility into workflow
Allows for real-time delivery of member-level eligibility information, eliminating batch EDI files. The enrollment API removes discrepancies between PlanSource and Sun Life’s systems due to timing issues, which can lead to lack of coverage.
- Improved access and automated updates
- Eliminates need to reconcile
- Reduces errors
- Simple plan set up that saves time
- Reduces implementation time
- Improves accuracy – reduces errors
Provides seamless entry for employees upon enrollment into Sun Life’s member portal and allows them to search for and view available providers.
- Seamless access to the information employees need
- Improves employee experience with one place to login and access Sun Life information