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Let us empower you with Plan InSite

Plan InSite is a powerful online benchmarking tool that gives you the ability to:

Benchmark your Sun Life Clients' plan designs against our entire Group Benefits block

Create customized plans for prospective Sun Life Clients that align with the industry standard

Compare claims utilization for current Sun Life Clients to entire industries and determine areas for change

Access plan design summary details within seconds online

These capabilities empower you to deliver value-added insight and service to your Clients, giving you a competitive advantage and the ability to grow your business.

Information at your fingertips

Plan InSite offers online and on-demand access to comprehensive information such as:

  • comparison of nearly 250 group benefits plan designs
  • claims cost comparisons such as average repayment amounts, not just for a category of services/supplies (e.g. paramedical), but for a specific service/supply (e.g. chiropractor) 
  • detailed industry comparisons, down to SIC Tier 3 level (e.g. Tier 1 – Manufacturing, Tier 2 – Lumber, Wood Products and Tier 3 - Manufacturers of Kitchen Cabinets) 
  • geographic comparisons between provinces or territories

Data driven insight

With Plan InSite you can effectively answer fundamental questions your Clients have about their benefits plans:

  • How competitive is our plan design compared to others in our industry?
  • How competitive is our plan design in our province compared to another province?
  • How will a change in our organization, such as an acquisition, downsizing or move impact our ability to retain talent?
  • Does plan utilization align with our competitors?
  • How can we target and address key cost or utilization concerns?
  • What direction should we take to develop focused business and human resource strategies?

With access to hard and benchmarked data, you can answer your Client’s questions that help them make good business decisions. 

You strengthen your position as an integral and influential contributor to your Clients’ group benefits and human resource decision-making processes.

The support you need to be empowered right away

We built Plan InSite to be easy and intuitive to use, so you can access the information you need right away.

How does my firm get access to Plan InSite

Empowering you with Plan InSite

  • Determine plan competitiveness
  • Maintain your Clients' confidence in their benefits plans 
  • Deliver value-added services and grow your business

No-fee version of Plan InSite now available

The core version of Plan InSite is now available
to advisors that meet a standard Business-in-Force
requirement.

How can you access Plan InSite

No-fee version

Plan InSite’s detailed benefits summary, claims utilization and benchmarking capabilities are now available at no charge for your current Sun Life Group Benefits Clients.  This applies to advisor firms that maintain a combined Sun Solutions and SunAdvantage Business-In-Force greater than $250,000.

We make Plan InSite available to all advisors and associates you designate 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.  This will help you determine if the plan design is competitive for that Client’s size, industry and location. 

There is no per-user license fee.  We grant annual access for 12 months upon activation of the My Custom Plan feature. To purchase this upgrade, your firm must maintain a combined Sun Solutions 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 they need to make sound business decisions about their benefits plan. 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 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 Group Benefits representative today and details will be provided.