Sun Life is your best partner for benefits

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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.

The Boost Experience


for PlanSource technology when customers offer one or more Boost products


experience that’s optimized to drive engagement


that provides a seamless customer experience


that eliminates the need to reconcile carrier bills

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.

Future Release

Plan Configuration API

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


Enrollment API

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

Future Release



Future Release



Evidence of Insurability (EOI)

Integration and automation

Employees answer EOI questions directly in the benefits shopping experience, turning a paper-heavy process into a single, automated workflow.

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


Member Portal and Provider Directory Integration

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

Future Release

Why choose Sun Life?

Strength 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

One-stop solution

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.

Technology solutions to meet employees
wherever they are

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.

Nationwide 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
2. For Dental: The Ignition Group, LLC, data as of September 2019 and based on unique dentist count. For more information, please visit
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


Learn more about the benefits that can keep your employees going.

Learn More


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

See the Brochure

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

Read the Press Release

Request a Quote

Fill out the form below to request a quote for PlanSource Boost,
if you have a question or would like to see a demo, just submit a request for support.

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)