Getting started with Sun Life

Get familiar with support teams, New Business processes, and tools at Sun Life.


  • You can self-enroll for a temporary code. The temporary code will allow you to submit your first piece of business.
  • Once you submit your first piece of business, we’ll give you a permanent advisor code. If there any concerns, your back office may be able to help you. However, if you have additional questions, you can contact our contracting team at or call 1-800-800-4SUN (4786).


  • 1-800-800-4SUN (4786).
  • Get help with questions about potential sales, products, and sales strategies.

Advisor Experience Team

  • 1-800-800-4SUN (4786)
  • The Advisor Experience Team will assist you with:
    • Questions while the policy is pending
    • Sun eApp support
    • General inquiries and feedback on new business processes and resources


  • 1-800-800-4SUN (4786)
  • Get answers to questions about commissions and commission payment dates.

In force and claims: Advisor Support

  • While signed into the secure Advisor site, you can request information from the home page with Client Service Tools. This allows you to:
    • check the status of new business by selecting Activity Centre,
    • view Client information by selecting Client Portfolio, and
    • make a Client service request for help with insurance contracts, insurability inquiries, and more by selecting Request Centre.
  • 1-800-800-4SUN (4786)

Advisor Technology Support

  • 1-800-800-4SUN (4786)
  • Get help with passwords and other technical issues.

Submitting an application:

Requirements for life insurance coverage:

Requirements for critical illness insurance coverage:

Preparing Clients for Tele-interviews:

What to expect after the application has been sent to Sun Life:

Timeline of New Business Applications
Day 1 Day 2 Day 3 - onward
  • Application received
  • Quality review process and validation
  • Application added to system
  • Visible on Advisor site


  • Case Manager and Underwriter are assigned.
  • All requirements are ordered, as outlined by the application (e.g. tele-interview)
  • Underwriter initial review
  • Decision on medical requirements/APS
  • Case manager review (admin and compliance)
  • Tele-interview
  • Additional requirements review
  • Underwriting decision
  • Policy issued
  • Policy settled

If you have questions while an application is in any of these stages, please connect with our New Business and Underwriting teams.

  • Strategic Partner Program advisors can contact their dedicated case manager
  • Otherwise, call 1-800-800-4786 ext. 4413132
  • Or email

  • Strategic Partner Program advisors can contact their dedicated underwriter
  • Otherwise, call 1-800-800-4786 ext. 4413132
  • Or email