UnumOnline
Our intuitive, easy-to-use adviser portal puts you in control. Quote, buy, renew and service your qualifying new and existing Unum Group Income Protection, Critical Illness and Life insurance policies. 7am–7pm weekday access to information via PC or tablet.
About UnumOnlineQuick and convenient access
Quote & buy
Help yourself to your best Unum rate for policies with 3 to 250 members.
Available with Adviser and Agency level access.
Renew
Renew eligible unit rated and single premium policies with 3 to 250 members.
Agency level access required.
Service
Fast, secure access to policy information and reports for policies with 3 to 750 members. Including scheme histories and latest commission statements.
Agency access level required.
User permissionsThree levels of access
Choose your level of access
1. Portal manager
Can assign different permissions to colleagues, allocate users to, and remove users from two levels of access
2. Agency access
Can manage quotes for other users and access policy information
3. Adviser Access
Can manage their own quotes
When you first register on UnumOnline, you will have Adviser level access.
To upgrade to Agency level access or set up your portal manager please email us at: AgencyOnline@unum.co.uk
Demo modulesPractical reference guides
The portal is intuitive and easy to use, but we’ve created three demo modules to show you how UnumOnline works, and as handy reference guides. If you don’t need, or want, to watch the whole demo, you can just skip to the section you need.
GETTING STARTEDSetting up on UnumOnline
If you have not previously placed business through Unum, the first thing you need to do is complete a commission account form (CAAF). This, together with the terms of business agreement (TOBA) and quote, sets out the terms of our business agreement. Please complete the form to receive the documents.
Useful resourcesSupporting information for users
We're here to help
Have a question or can’t find what you’re looking for? Get in touch with us.
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