Case Study

Broker-enrolled solution drives increased participation and sales

Broker-enrolled solution drives increased participation and sales

Pages 2 Pages

Highlights of this case study Challenges Many of the challenges that this non-profit employer faced were logistical in nature, and some stemmed from negative experiences with previous carriers. Gathering employees together for group meetings proved to be difficult since the employer had three locations. And the employer was unwilling to allow one-on-one meetings with their employees, since previous carriers had wasted workers’ time and left their questions unanswered. Solutions With the rollout of the new broker-enrolled solution, the employer jumped at the chance to learn more about the coverage options — and how they could schedule a group enrollment meeting. Unum provided the broker with all the information that he needed, such as an employee education presentation. The employe

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