Sun Life Financial is a financial services organization providing a diverse range of protection and wealth products and services to individuals and corporate customers. Sun Life Financial provides products and services to employers and their employees, including Group and Voluntary Accident, Critical Illness, Dental, Disability, Life, and Stop-Loss insurance.
Together
PlanSource enables the efficient sale and effective distribution of Sun Life’s health and wellness products through its configurable benefits engagement system. PlanSource can be administered by employers, or configured as an exchange that can be sponsored by governments, insurers, brokers, technology companies and even large employers.
PlanSource is a technology company driven to create a better benefits and HR experience for employers and their employees. We offer flexible and intuitive software for benefits administration, insurance exchanges and human capital management. Our complete cloud technology helps employers with benefits shopping, enrollment, billing and compliance.
How Do PlanSource and Sun Life Work Together?
As a valued partner of the PlanSource Advantage program, Sun Life provides monetary credits when employers offer Sun Life products to their employees and those employees participate. These credits apply toward the software subscription fees, which lowers the cost of the PlanSource system.
What Products Are Available?
Sun Life offers these product lines on PlanSource to groups with 101 eligible employees or more
Accident
Basic Life
Basic of Long Term Disability
Basic or Short Term Disability
Cancer Indemnity
Critical Illness
Dental*
Vision
Voluntary Life
*(Hi/Lo, dual or triple choice count as one product)
Why Do Employers Choose Sun Life With PlanSource?
Online Benefits
Administration Platform
PlanSource is a multi-carrier benefits administration platform that can be customized by employers to support various benefit models.
Comprehensive
Administrative Experience
We know HR and aim to make your life easier by providing an experience to help you maintain control and stay compliant.
Compliant
and Secure
PlanSource is a proven, SSAE16 SOC 2 Type 2 audited technology platform that is dedicated to system stability and customer data security.
Educational Tools
and Content
Personalize the content that displays to employees based upon demographics, location, employee type and more.
Pre-Established
Integration
By selecting Sun Life, PlanSource offers pre-established integration for products and services that are quick to setup and support.
Consumer-Friendly
Shopping
We guide employees through the process so that they can shop for benefits the same way they shop for other products online.
PlanSource Serves Employers of All Sizes
It’s becoming increasingly costly and complex for employers to manage their benefits programs and ensure compliance.
PlanSource provides companies of all sizes with an affordable technology platform to efficiently manage their benefits and human resources programs.
How Do Sun Life Employers Benefit?
Complete Benefits Plans
With over 11 product lines to choose from with Sun Life, employers are able to offer their employees a comprehensive selection of insurance products and services.
Happier Employee Populations
By making informed choices and selecting benefits that are right for them, employees will be more dedicated to their work and productive for their employers.
Affordable Benefits Administration
Take advantage of credits based on enrolled employees in Sun Life products which offset the fees for the software, making the benefits administration system even more affordable.
How Does Sun Life Benefit?
Increased Lines of Coverage
Our PSA partners offer financial incentives to employers, which increases the likelihood of their product being selected by an employer and enrolled in by employees.
Increased Customer Retention
PlanSource customers stay PlanSource customers by providing a best in class benefits and human capital solution that is a one stop shop for all of their HR needs.
Increased Employee Participation
PlanSource provides educational content by product and decision support tools which helps employees understand the product offerings and enroll in the right benefits.
How Do Sun Life Insurance Brokers Benefit?
Comprehensive Choice
By offering product lines from Sun Life, insurance brokers can prescribe the products that are right for their client’s employee populations.
Lucrative Solutions
By paying brokers based on enrolled employees, Sun Life offsets the fees for the software which make the benefits administration system even more profitable.
Awesome Customer Experience
With an experienced service team and competitive carrier program whose credits offset the price of the software, we help your customers stay your customers.
See PlanSource in Action
Watch short videos of the PlanSource benefits administration system in action
Sign up for weekly demos and see PlanSource in action on your schedule
Have questions about the Sun Life and PlanSource partnership?
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