Case Study

Unum’s broker-enrolled solutions

Unum’s broker-enrolled solutions

Pages 2 Pages

Highlights of this case study Challenges Previously, both the broker and the employer had faced challenges with voluntary benefits enrollments. These negative issues, however, presented opportunities for significant improvement, thanks to Unum’s new voluntary solutions. The broker had never sold Unum voluntary benefits. And his new client had been displeased with previous carriers. In an effort to make a good impression on his new client, the broker’s goal was to offer an enhanced yet simplified voluntary benefit solution with little to no impact on the client’s bottom line. The employer provided limited employer-paid benefits to its workforce, so employees felt that their current benefits package had gaps in coverage. Their current carrier’s voluntary benefits enrollment process p

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