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Sun Life is your best partner for benefits
Sun Life & Boost

HR teams spend a significant amount of time on manual configuration of benefits. It’s time to take that time back!

The age of real-time integrations and instant access to information is upon us. And it’s essential that technology platforms and insurance carriers take full advantage of these advances to create the best customer experience possible. That’s why we created PlanSource Boost.

Through Boost, PlanSource and Sun Life will revolutionize the way benefits are set up and administered. Through simplified billing, an optimized shopping experience and future state-of-the-art API integrations, we will save HR teams valuable hours and lead the industry into the modern age of benefits administration.

Preferred pricing
for PlanSource technology when customers offer one or more Boost products
Employee Shopping
experience that’s optimized to drive engagement
Modern API Integrations
that provides a seamless customer experience
Simplified Self-Billing*
that eliminates the need to reconcile carrier bills
*Does not apply to reseller partners
Boost Integrations – The Future of Our Partnership
When customers select one or more products from Sun Life through PlanSource Boost, they will have access to PlanSource’s industry-leading platform and integrations that create the best experience for employees and HR teams.
Evidence of
Insurability (EOI)
Employees answer EOI questions directly in the benefits shopping experience, turning a paper-heavy process into an automated, single workflow. Available on all products that require EOI for new coverage, re-enrollment or late entrants.
Key Benefits
  • Completed questions are sent to Sun Life automatically
  • Provides faster turnaround time so employees have coverage sooner
  • Administrators have full visibility into workflow
Enrollment API
Future Release
Ensure accuracy and eliminate traditional EDI files

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.

Key Benefits
  • Improved access and automated updates
  • Eliminates need to reconcile
  • Reduces errors
Plan Configuration
Future Release
Simplify setup and configuration
Automates the configuration process and pulls relevant product and rate information from Sun Life’s system, reducing customer effort and implementation time while improving the accuracy of the data.
Key Benefits
  • Simple plan set up that saves time
  • Reduces implementation time
  • Improves accuracy – reduces errors
Member Portal
and Provider
Directory Integration
Future Release

Provides seamless entry for employees upon enrollment into Sun Life’s member portal and allows them to search for and view available providers.

Key Benefits
  • Seamless access to the information employees need
  • Improves employee experience with one place to login and access Sun Life information
Why choose Sun Life?
and Stability
With $4.2 billion of business in-force and 125 years of experience in the U.S. employee benefits market – we have the strength and expertise you can trust.1
Sun Life offers all of the benefits you need alongside your medical plan. Our benefits help employees close coverage and wellness gaps to increase their financial protection.
Our virtual meeting-in-a-box brings you support ranging from group and 1:1 meetings to landing pages to comprehensive educational materials and videos.
Provider Networks
The right dental or vision provider is just as important as the size of our networks. With one of the largest dental networks and the largest vision network in the U.S., we can help employees find the in-network provider they need.2
1. Sun Life Business in-force file (BIF) as of 12/31/19. Financial strength ratings are available on sunlife.com.
2. For Dental: The Ignition Group, LLC, data as of September 2019 and based on unique dentist count. For more information, please visit netminder.com
For Vision: Netminder as of December 2019.
Benefits to Help People Protect What They Love About Their Lives
Sun Life Insurance Benefits Available with PlanSource Boost
Critical Illness
(Specified Disease Insurance – CT, CA, NY)
Hospital Confinement Indemnity
Long Term Disability
Short Term Disability
Request a Quote for Boost

Learn more about how PlanSource and Sun Life partner to provide the best benefits experience

Sun Life partners with PlanSource to deliver superior benefits experience with enhanced digital capabilities

Evidence of Insurability Integration with Sun Life

Group insurance policies are underwritten by Sun Life Assurance Company of Canada (Wellesley Hills, MA) in all states, except New York, under Policy Form Series 93P-LH, 98P-ADD, 07-SL REV 7-12, 07P-LH-PT/07C-LH-PT, 01P-ADD-PT/01C-ADD-PT, GP-A, GC-A, 12-GP-01, 12-DI-C-01, 13-SD-C-01, 12-AC-C-01,13-ADD-C-01, 12-GPPort-P-01, 13-ADDPort-C-01, 12-STDPort-C-01, 12-ACPort-C-01, 13-SDPort-C-01, 15-GP-01, 20-HI-C-01, 12-GPPort-P-01, 20-HIPORT-C-01, TDBPOLICY-2006, and TDI-POLICY. In New York, group insurance policies are underwritten by Sun Life and Health Insurance Company (U.S.) (Lansing, MI) under Policy Form Series 13-GP-LF-01, 13-LF-C-01, 13-GP-LH-01, 13-ADD-C-01, 13-LTD-C-01, 13-STD-C-01, 06P-NY-DBL, 07-NYSL REV 7-12, GP-A, GC-A, 12-GP-SD-01, 13-SD-C-01, 12-GP-01, 12-AC-C-01, 12-GPPort-01, 13-LFPort-C-01, 13-ADDPort-C-01, 12-STDPort-C-01, 12-ACPort-C-01 and 13-SDPort-C-01. Insurance coverage and certain policy benefits may not be available in all states. Certain provisions, benefits, exclusions or limitations may vary by state. Plans contain limitations, exclusions and restrictions. Contact Sun Life for additional information. GMPWC-9931 SLPC 11/20 (exp. 11/22)
Featured Success Story
Dermalogica – Customer Success Story
See how Dermalogica cut hours of tedious admin work out of open enrollment each year and continue to increase employee adoption year over year.
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