Small business resources to help you sell
Small business owners have unique needs. To help them attract and retain top talent, we offer a benefits plan that’s financially sustainable. There are many reasons why offering Sun Life’s SunAdvantageTM makes sense. It’s designed to help build a well-rounded benefits package specific for companies with 3–49 employees.
As an advisor, this is a great opportunity to promote a sustainable and flexible group benefits plan. With our SunAdvantageTM benefits solution, you can help your Clients focus on what’s important while we take care of their benefits needs.
We invite you to explore our tools and resources to help your Clients reach their goals. Review the SunAdvantage summary guide to find all the details about what this package has to offer to help employers support a healthy workplace.
Download and share these resources with potential Clients to start a conversation. Come back regularly to make sure you don’t miss anything.
Organizational Health Assessment Tool
A free online assessment tool for your Clients. This tool can help create an effective organizational health strategy, in a cost-effective way. You can use this tool to help small business owners gauge how their business is doing in:
- Leadership and culture – are they setting the right tone for their workplace values and expectations?
- Organizational practises – do they have the right policies and procedures to promote a healthy work environment?
- Programming – do they have workplace health programs to help employees and promote wellness?
- Internal communication – do they have an effective employee communications plan?
- Evaluation – are they measuring results and adapting their approach when necessary?
Business owners will gain a better understanding of any gaps identified and get recommendations for improvement. Once they complete the assessment, they’ll see a personalized score based on their answers. Beside the score, we’ve added links to each tip sheet with actionable strategies, best practices, and practical advice.