How to register for Suncentral

To ensure a smooth registration experience, be prepared to:

  • Provide your unique business email address.
  • Create your own Access ID and Password.
  • Enter your selling codes or the selling codes/branch codes you support.

Please note: 

  • Advisors must be contracted with Sun Life in order to receive registration approval.
  • Uncontracted advisors in good standing with their MGA may be granted a temporary 30-day access, during which time they must submit their contract application. Assistants are granted access only after their advisor is registered.
  • Shared emails cannot be used to register for Suncentral.
  • To protect your personal information, the registration process expires after 18 minutes of inactivity.
    • If this time expires, your information is not stored and you will need to restart the process.
  • All enrolments require up to two business days for review and approval.
  • Chrome is the recommended browser.
  • Need additional help? Contact suncentral@sunlife.com.

Step 1: Open a browser and navigate to Suncentral, then select Register.

Step 2: Enter your unique business email address and select Submit. 

You will receive an email from suncentral@sunlife.com within a few minutes. Be sure to check your junk and/or spam folders.

Step 3: Confirm your email.

  • Within 24 hours, retrieve the email we sent and select the provided link to confirm your email. 
  • The confirmation link in the email will expire in 24 hours. Once expired, you will need to return to step 1 of the registration process.

Step 4: Create your account profile.

  • After confirming your email, a webpage will open to continue the registration process. You will be prompted to enter the following information:
    • First and last name
    • Date of birth
    • Create your Access ID and Password
    • Select your verification question and answer

NOTE: We gather this information to allow for online password resets. 

At this point you will select your distribution channel — MGA or National Account.

Step 5: Enter your business information.

  • Additional fields will appear with drop-downs to select your firm and role.
  • Depending on your role, you will enter your rep code, or the rep codes / branches you support, followed by your business information.
  • Please note, these are freeform fields and can be used to provide any additional information you would like to include.
  • For more specific information on how to provide your access information, please find your channel and role below: 

National account channel

Role

Information to provide

Assistant/associate
  • The name and code of the advisor(s) you support.
  • If there is someone within your firm whose access we should mirror, please mention that in this field.

Insurance consultant/specialist

 
  • Your own advisor code and, if applicable, the name(s) and code(s) of any additional advisor(s) you need access to.

Operations – business/product development

 

These are all back-office firm roles. Users can have access to a subset of advisors, a subset of branches or all branches depending on their need.

  • For access to a subset of advisors, please provide a list of these advisor name(s) and code(s).
  • For access to a subset of branches, please provide a list the branches you need to access.
  • For access to all branches, please note that you need access to all branches of your particular firm.

Operations – commission

 

Operations – inforce business

 

Operations – new business

 

MGA channel

Note: After your initial registration, you can add more team members to your profile in the My Team section of Suncentral. For more information, please see Using My Team within your Suncentral profile.

Role

Information to provide

Advisor

Your own advisor code.

Assistant

The name(s) and code(s) of the advisor(s) you support.

Back office

 

Back office-users can have access to a subset of advisors, a subset of branches or all branches depending on their need.

  • For access to a subset of advisors, please provide a list of these advisor name(s) and code(s).
  • For access to a subset of branches, please provide a list of branches you need to access.
  • For access to all branches, please note that you need access to all branches of your particular firm.

Step 6: Sun Life Global Investments Advisor Site Access (optional).

  • If you do business with SLGI, you may request access to their Advisor Site and/or merge with your existing SLGI Advisor Site Account. 
  • If you select yes, you can enter your dealer and rep code, followed by your SLGI Access ID (if known). If these fields are left blank, the review and approval process will take longer.

Step 7: Accept Terms and Conditions, then select Submit.

Step 8: Confirmation that we have received your registration request will appear on the screen and you will also receive an email confirmation confirming your access ID.

  • Once your account has been approved, you will receive another email letting you know you can sign in to Suncentral with your Access ID and information on how to reset your password.