Sun Life

Sun Life Financial

To inquire about Sun Life, please contact our staff.

Benefits they can offer (2+):

  • Dental
  • Life
  • AD&D
  • LTD- Long Term Disability
  • STD- Short Term Disability

All of these will need to be quoted by Sun Life. Please contact our staff for additional information.

Quote Request Forms:

For quote and rate information for Sun Life please contact our staff. Please note it can take 7 to 10 business days to receive quotes back.

Group Ancillary Quote Request Form

  • You do not have to use this census we will just need the information on the census. The more specific requirements for the quotes, the better. If you would like to see different benefits than initially quoted, we can get new adjusted quotes. Along with the quotes, we will attach a dental comparison spreadsheet for you to review with your client.

New Business Submission forms:

Employer Forms-


Group Application

Life Only Master Census

LTD only Census



BPT Flyer

Provider Search:

Please click the below link for an up-to-date provider search.

AOR (Agent of Record) Letter:

Below is a generic AOR to complete on letter head and fill in the parenthesis (i.e. [COMPANY NAME]= ABC Company). If you have any questions, please contact our staff. Please submit the completed AOR to for processing.


The forms posted on this page are for 2015. If you are interested in any forms for previous years or any pre-ACA plan forms please contact our staff.

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