Releases

We're committed to keeping you up to date with changes made to Suncentral. Here's the list of features, enhancements or big content updates that have happened on the site.

2024/2025

Book of business report (MGA Advisors and Assistants.)

In this release we have added digital intake and retrieval of a report for an advisor’s book of business.   

For support, there are two job aid links  on the “How to use this site” page on Suncentral.  These include:

  • How to request and retrieve a book of business report
  • How to filter a book of business Excel report

Forms & favourites (All Suncentral users.)

In June we launched our favourites functionality to Suncentral for PDFs and content pages, in September we added the ability to favourite tools from the Tools tab on the secure homepage of Suncentral.  

This release combines the existing forms favourites functionality with the new favourites experience.  

Brand updates to password reset flow (Have registered manually/Are updating their password through a manual password reset.)

The design of the manual password setup/reset flow in Suncentral is now updated.

This does not change the current user flow; this updates the look and feel to be consistent with the Suncentral experience. 

eClaims dashboard for life claims (All users with access to eClaims.)

The eClaims team launched a dashboard for users to be able to see their submitted claims.

Password enhancements (New users registering for Suncentral/Existing Suncentral users updating their passwords.)

To better protect your account and client information, the password rules have been updated on all password flows within Suncentral including:

  • Registration
  • Forgot password
  • Suncentral profile
  • Lobby steps for temporary password flow

All password-related job aids have been updated and are still on Suncentral:

  • Use 8-64 characters
  • Include at least 1 uppercase letter
  • Include at least 1 lowercase letter
  • Include at least 1 number
  • Include at least 1 special character
  • No spaces or accents
  • Cannot contain more than 2 repeated consecutive characters (example: AAA, 222)
Production fixes (All Suncentral users.)

Several small fixes/maintenance items are being implemented with this release.  They include:

  • Update registration job aid link on Getting started page
  • Correction to contact info on Forgot password page
  • Small fix to favourites PDF experience

Favourites - Tools (All Suncentral users.)

In June, we launched our favourites functionality to Suncentral for PDFs and content pages. This release adds the ability to favourite tools from the Tools tab on the Suncentral secure homepage.  

Favourites - fixes (All Suncentral users.)

Enhancements added to the favourites experience, including:

  • Tealium tag updates (related to analytics)
  • Sort order of favourites

Sun eApp Activities & requests update (All Suncentral users.)

An additional link was added to the Activities & requests page that goes to the eApp content. This allows the user to go directly to the tool or navigate to the eApp information including an overview, what’s new, FAQs, and contact info. 

Tab fixes (All Suncentral users.)

The secure tabs have been updated to improve the experience and performance. From an experience perspective, the Suncentral homepage tabs seem to “jump” down the page. Now fixed, the user will land properly on the page with the entire header visible. From there, the user can choose where to navigate. 

Suncentral profile – add, edit, delete (MGA Advisors and Assistants.)

Previously, our users did not have visibility into their site access and had to call Sun Life with any access-related questions. Given this, our users have expressed a desire for a more personalized, digitally automated and self-serve approach to their Suncentral experience. 

This release gives some users the ability to update their teams and who has access to different selling codes within their Suncentral profile under the My Team tab. 

Also note that the experience will be different for our different personas (i.e.: Advisor, Assistant and back-office users)

  • Advisors will have two charts showing who has access to their codes and whose codes to which they have access
  • Assistants will see one chart showing the advisors to which they have access
  • Branch users will see a list of branches to which they have access
Tool Header and Footer (All Suncentral users.)

The header and footer for tools within the site have been updated from the original design to match the updated Suncentral experience. 

2023

What we changed

Background and benefits

Who’s impacted
Suncentral profile My Team (read-only view)

Currently, our users do not have visibility into their site access and must call Sun Life with any access-related questions. Given this, our users have expressed a desire for a more personalized, digitally automated and self-serve approach to their Suncentral experience. 

This release will give users the ability to see the codes they have access to and who has access to their codes within their Suncentral profile under the My Team tab. 

  • As of November 12, users will have a view-only experience of “My Team”
  • In Q1 we will be adding in add, edit and delete functionality so users can use self-serve functions for many access updates.   
  • Also note that the experience will be different for our different personas (i.e.: Advisor, Assistant and back-office users)
    • Advisors will have two charts showing who has access to their codes and whose codes to which they have access
    • Assistants will see one chart showing the advisors to which they have access
    • Branch users will see a list of branches wo which they have access
 All Suncentral users.

What we changed

Background and benefits

Who’s impacted

Added My information and Communication preferences tabs to your Profile

We re-designed the personal profile page to support a new tabs view.  You will now see a My Information tab and a Communication preferences tab.

This allows you to see your information at a glance and without scrolling, and prepares the Profile section for future enhancements

All Suncentral users

Bug fix for Secure navigation

When you search for something in the Secure site and then use the browser back button to return to the homepage, it used to take you to the Activities & Requests tab regardless of which tab you were on previously. The fix now lets you return to exactly where you were before starting your search.

All Suncentral users

Suncentral profile access

You let us know that you wanted a more intuitive link to help you find your profile. The feedback said that it was hard to find the "person" icon that was previously there, and it would be more visible if we used the word profile.  You can now see the newly named access link to the Suncentral profile in its same location at the top of every page. 

All Suncentral users

Added National Sales Webinar content to Suncentral

We moved all National Sales Webinar content into Suncentral. This move lets you search for previously hosted and upcoming webinars directly using our global search tool. This step is another milestone in our quest to reduce the number of sites you need to visit to learn more about Sun Life and how we can do business effectively together.

 

All Suncentral users

What we changed

Background and benefits

Who’s impacted

Fixed the Date Field formatting in the Registration flow

When a new user enters their Date of Birth on the registration form, the formatting will auto correct so you do not need to manually input the forward slashes “/” to have success. This change makes registering less frustrating and more user friendly

New Suncentral users

What we changed

Background and benefits

Who’s impacted

Fixed the Date Field formatting in the Forgot password flow

When you enter your Date of Birth while resetting your password the formatting will auto correct so you do not need to manually input the forward slashes “/” to have success. This change makes updating your password less frustrating and more user friendly

All Suncentral users

What we changed

Background and benefits

Who’s impacted

Updated how tabs open when using tools in Suncentral

When you open tools like Client Portfolio in Suncentral, the tool opens in multiple tabs. This can be confusing and frustrating.

We changed how and when tabs open to streamline your experience and make working in the tools more efficient.

All Suncentral users

What we changed

Background and benefits

Who’s impacted

Fixed bugs from the launch of Suncentral

After Suncentral launched, we had a few bugs to address to ensure we create a more seamless and functional site, including:

  • Registration email wording has been updated for clarity and ease of use
  • Text on forms tab has been corrected to ensure no strange characters appear.  
  • Deep links from emails have been corrected so you are pushed to the correct content or message
  • Password reset flow is no longer showing abnormal characters.
  • Language toggle on the mobile view is now working as expected when you change your browsing language.
  • Corrected the alignment of the calendar icon on the Forgot Password page

All Suncentral users

What we changed

Background and benefits

Who’s impacted

Launch of Suncentral

Our vision is to create a single platform for independent firms, advisors and assistants who choose to sell Sun Life products.  Suncentral is designed for our users to find everything they need to grow their business with Sun Life and help their clients, all in one place. 

Suncentral replaces the current IID (Independent Insurance Distribution) Advisor Site and simplifies navigation and accessibility by creating a unified web experience with a modern intuitive design. The new site ensures our users can quickly and seamlessly access content, information & tools across both the public and secure experience.

Some of Suncentral’s  key features include:

  • Intuitive and easy to navigate
    • Modernized homepage and landing pages
    • Integrated microsites (Consulting and Strategic Partner Program) making more content searchable
    • Improved search capabilities
    • Simplified main menu & quick links to forms, tools, and support
    • Improved forms experience with new filter options and ability to favorite forms
    • New training section and content to support the use of the site and its tools
    • New Claims section to bring together all claims information and process in one convenient place
    • New Alerts section for increased visibility into changes and issues
  • New name and branding
  • Designed with advisor, assistant, and firm feedback
  • Robust single sign-on
  • 24,000+ users including all 3rd party IID site users (Advisors, Assistants and Back-office staff)
  • Sun Life HO employees who use the site for training/support of our advisors, assistants, and Back Office staff