How can you access Plan InSite

No-fee version

Plan InSite’s detailed benefits plan summary, claims utilization and plan design benchmarking capabilities for your current Sun Life Group Benefits clients are now available at no charge for advisor firms that maintain a combined SunSolutions and SunAdvantage Business-In-Force greater than $250,000. Plan InSite is made available to all advisors and associates you designate to receive access within your firm.

Enhanced version

In addition to Plan InSite’s core capabilities, your firm has the option to upgrade Plan InSite with the My Custom Plan feature for an annual access fee of $1,000. This powerful feature allows you to build a customized plan for either an existing or prospective client and then benchmark it to Sun Life’s Group Benefits block to determine if it’s competitive for that client’s size, industry and location. There is no per-seat license fee and annual access is granted for 12 months upon activation of the My Custom Plan feature. To purchase this upgrade, your firm must maintain a combined SunSolutions and SunAdvantage Business-In-Force greater than $250,000.

We’ve empowered you

Plan InSite allows you to analyze and anticipate your clients’ needs like never before. You can give your clients the insight to make sound business decisions. And you’ll be able to reinforce your role as a valuable partner. 

Advisors asked for a cutting-edge benchmarking tool, and Sun Life has listened…and delivered!

With Plan InSite you can take control to provide unparalleled value-added service, deliver a clear competitive advantage and grow your business. Let Sun Life Financial empower you.

InSite is knowledge…and knowledge is power… let us empower you.

How can I get access to Plan InSite for my firm?

Please contact your Sun Life Financial Group Benefits representative today and details will be provided.