Maxwell Health Review

Sun Life Financial
Maxwell Health
Sun Life Financial
Boston, MA
Deployment Model:
Free Trial:
Download Vendor Comparison Guide

Maxwell Health At A Glance

Good: Ability to manage all benefit plans from one system, accessible via all devices, heavy emphasis on employee self service.
Bad: Other HR functions, such as recruiting and performance management, are not offered.
Bottom Line: Cloud-based system that helps companies find and manage the best benefit plans for their employees.

Product Overview

Benefits and wellness are important for a company and its employees – especially providing generous benefits while keeping expenses low.

But the enrollment process can be a headache for HR or a benefits administrator. That’s where Maxwell Health comes in.

Maxwell Health is a cloud-based platform (considered the first Health-as-a-Service platform) that allows HR and employees to manage their health, retirement and other benefit plans from a single place (rather than logging in to different platforms for different plans). It also includes an HRIS to manage payroll and employee information.

Other than managing HR functions from a single place, benefits of Maxwell Health include:

  • Eliminated paper-based processes – In addition to eliminating filling out open enrollment forms on paper (for example), HR can store other documents, such as the company policy handbook and critical HR forms online.
  • Accessible anytime and anywhere – As Maxwell Health is a web-based platform, users can access the platform from any computer or mobile device at any time. Employees can also manage their benefits at their convenience.
  • Easily adhere to health and other compliance guidelines – Maxwell Health automatically notifies users of any relevant compliance updates.
  • Reduced costs – Using the Maxwell Health platform is free for Sun Life Financial’s clients.


Here are the core features of Maxwell Health:

  • Centralized employee database
  • Onboarding
  • Payroll
  • Online benefits enrollment
  • Benefits marketplace
  • The ability to support complex and voluntary benefits
  • eSignature via DocuSign
  • COBRA administration
  • Compliance updates
  • Custom reporting
  • A mobile app
  • Integration with insurance carriers, other HR software solutions, payroll vendors and third-party administrators
  • Availability in Spanish

Target Market

Maxwell Health is intended for all companies in many industries, from small businesses to large organizations. Below are some affiliate partners whose products are available via Maxwell Health:

  • Dr. On Demand
  • FitBit
  • Health Advocate
  • Jawbone
  • TedMed

Free Report: 5 Essential Steps for Choosing the Right HR Software

Choosing an HR Software solution is all about finding the right fit. Our report will walk you through the process and help you make a smart purchasing decision. Download Now


Maxwell Health is a cloud-based platform, so the implementation process is shorter than traditional on-premise HR systems.

Customer Service & Support

Customers can contact their broker at Sun Life Financial via phone or email. Employees can also access the Help section straight from their Maxwell Health account.


The Maxwell Health platform is free for Sun Life Financial’s clients. To find out how to sign up, please contact the vendor directly.


As it focuses mainly on benefits, Maxwell Health doesn’t offer recruiting, performance management and training functions.

Companies looking for those HR functions should check out our other HRMS reviews.


Sun Life Financial Screenshot 1
Sun Life Financial Screenshot 2
Sun Life Financial Screenshot 3


By providing Maxwell Health to our brokers and clients, Sun Life Financial aims to help clients achieve financial security and live healthier lives by simplifying benefits and insurance.

Sun Life and Maxwell are focused on creating a painless benefits and HR experience for the broker and employer that’s easier and better in the ways that make a difference. Maxwell Health is now the first unified, carrier-distributed technology platform for benefits enrollment and administration for the small-to-midsized business market.

Download Vendor Comparison Guide
Send feedback or corrections to

Related Solutions

  • User Rating
  • No Rating Yet!
  • (0) No reviews yet!

No Rating Yet!

  • Features
    User: 0%
  • Ease of Use
    User: 0%
  • Ease of Implementation
    User: 0%
  • Support
    User: 0%

No one has rated this yet, be the first! No one has rated this yet, be the first!