Everything you need to manage your Clients

Everything you need to manage your Clients

Record and track all of the information you need about your prospective Clients in your own personal contact management system. Plus, the convenient dashboard gives you a complete overview of the most current Client information, including changes to member benefits information and enrolment statuses.

Master applications without the paperwork

Master applications without the paperwork

Now you can complete the master application process online without the need for paperwork. Once you’ve prepared a master application, your Clients can complete and sign it electronically from anywhere. You can then automatically notify your Sun Life Account Executive by email to view the completed application online.

Save time with plan member self-enrolment

Save time with plan member self-enrolment

Employees can self-enrol in their Sun Life group benefits plans through an easy-to-use online application process. The Advisor Engagement Platform makes it simple for you to manage all of your member enrolments, giving you daily updates on recent enrolments and which member enrolments are still pending.

Detailed benefits information at your fingertips

Detailed benefits information at your fingertips

Get access to comprehensive reporting so you’re always in the know, including details on plan member coverage, plan members awaiting approval, dependants and more. Plus, you can access the latest Sun Life billing statements anytime. 

Unlimited digital file storage

Unlimited digital file storage

Keep track of all your client forms and applications in a centralized file repository that you can access from anywhere online. 

Explore the Rise HR platform

Employee Database

Manage all your employee records in one convenient place.

HR Reporting

Get deep insight into employee information instantly.

Vacation Tracking

Simplify how you track and manage all your time off.

HRMS

Manage HR activities in one simple, user-friendly platform.

Employee Scheduling

Schedule the right person for the right job every time.

Time and Attendance

Automatically capture time tracking for better results.