Getting started with Sun Life

Unlock more in Accelerator Hub with a Suncentral account

At Sun Life, what sets us apart is our ability to go beyond the products and solutions we offer. Our experts understand your business region, and we offer remarkable digital experiences that make it easy to support you.  Above all, we understand that it’s the real connection between people that truly makes the difference. Our focus is on collaboration with advisors for Clients. It’s how We help. You grow.

Launch Accelerator Hub

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

Contracting

  • 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 contract.section@sunlife.com or call 1-800-800-4SUN (4786).

Sales

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

Advisor Experience Team

  • advisorexperienceteam@sunlife.com
  • 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

Commission

  • remun@sunlife.com
  • 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

  • PCAID@sunlife.com
  • 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 Sun eApp has been sent to Sun Life:

Timeline of New Business Applications
Day 1

Day 2 - onward
  • Application automatically added to system the next business day after submission
  • Visible on Suncentral
  • Quality review process and validation
  • Case Manager and Underwriter are assigned
  • All requirements are ordered, as outlined by the application (e.g. tele-interview)
  • Note: Paramedical services are ordered automatically from Dynacare after application submission
  • Tele-interview (based on scheduled appointment)
  • Underwriter initial review
  • Decision on medical requirements/APS
  • Case manager review (admin and compliance)
  • Additional requirements review if required
  • Underwriting decision
  • Policy issued
  • Policy settled

What to expect after the paper 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 Suncentral

 
  • 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 advisorexperienceteam@sunlife.com

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

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