Access valuable insights with Sun Life Benefits Explorer

February 05, 2026

We’re excited to announce the launch of an advanced analytics tool available on the Plan Sponsor site. Sun Life Benefits Explorer provides valuable insights into your benefits plan performance and utilization.

What are the key features of Benefits Explorer?

Through interactive dashboards and readily available visualizations, you can gain a deeper understanding of your benefits plan, leveraging data-driven insights to manage it more effectively.  We’ve created three dashboards, Drug, Medical, and Long-Term Disability.

The summary views available through these dashboards will help you:

  • Analyze and track claims – View historical trends, filter data by policy, billing group, and Plan ID and identify key contributors to medical and drug expenses.
  • Assess key cost drivers – Determine top medications by medical condition, evaluate leading causes of disability claims, and pinpoint areas for further analysis.
  • Develop strategic interventions – Utilize Sun Life toolkits to explore potential strategies and solutions for managing benefits plans effectively.

Benefits Explorer enables you to provide customized benefits solutions that address your employees’ needs, build effective health strategies, and support their health and wellness.

What are the privacy constraints?

Benefits Explorer has built-in privacy rules to protect plan member health information.

To view data at the policy, billing group, and plan ID levels in the Drug and Medical Summary, each level must have a minimum of 10 lives. This requirement is applied as follows:

  • If a policy has fewer than 10 lives, it will be excluded from the data.
  • If a billing group or plan ID has fewer than 10 lives, the data will be visible at the policy level, but not at the billing group or plan ID level.

For LTD Summary views to show diagnoses information, the filtered data needs to have:

  • at least 10 newly approved claims and 10 paid claims in each period
  • at least 3 diagnoses spread within newly approved claims in each period
  • less than 80% in one diagnosis within newly approved claims in each period

How to get access to Benefits Explorer?

If you currently have access to Group Benefits Reporting (GBR), your access has been set up automatically.

If you do not have GBR and would like access to Benefits Explorer, please reach out to your BD Service Team representative with the following required information:

First name, last name, email address, access ID, and Policy Numbers you should have access to.

Please note:

  • All new requests will be processed weekly on a first-come, first-served basis.
  • You will receive a confirmation email once your access has been set up.

How do you log in to Benefits Explorer?

To access Benefits Explorer, log in to the Plan Sponsor Site, and click on the 'Sun Life Benefits Explorer’ link.

Getting started with Benefits Explorer

To help you get started, we’ve developed self-serve comprehensive training materials:

Click here to access all training materials. A recorded demo will be available shortly.

We’re excited for you to experience this new tool and would love to hear your feedback. Your insights help us make it even better!

PS: Can’t sign in to the Plan Sponsor Site or have questions?

If you have any problems signing in to Plan Sponsor Site, you can:

Or call 1-866-377-5818 (Monday to Friday 8:30 a.m. - 4:30 p.m. ET).

Please contact your Sun Life Group Benefits representative with any questions you may have.