Yes, if you have a current Unipass certificate, you can use those credentials to log in.
We’ll send you an email with a one-time password to enable you to log in. Please note the password will expire after 4 hours. If you don’t receive the email, please check your spam or junk email folder.
Your username is your email address.
Yes, you can have multiple portal managers to make administration as simple as possible, while matching both your business’ hierarchy and needs.
This depends on your business requirements and company structure. Having an agency per office, consultant or a special deal/arrangement with us are all examples of why you might have a number of agencies available.
If you have any questions, want to make any changes or would like to consolidate your current agencies, please contact AgencyOnline@unum.co.uk
Please remove any special characters - such as à or é - from member names.
Yes, we can provide a quote which includes UK employees who travel on business to any of the following locations:
UnumOnline allows you to quote and buy for a wide range of schemes for 3 to 100 members, but in certain circumstances quotes cannot be completed online or may have to be finalised offline by our Broker Services teams.
For example, the below would prevent you quoting online:
Meanwhile, you will be able to start (but not complete) the quote process online:
*High risk industries include:
If you are unsure why you can’t complete your quote and/or would like us to continue with your quote, please make a note of exactly which stage you had reached (see the ‘How to Quote and Buy’ flow diagram on page 7 of the handbook) and contact UnumOnline support on 0800 916 9846 or help@Unum.co.uk.
There may be a small difference between the two. Please make sure the category description you enter online exactly matches the category names in your member spreadsheet.
Yes. If you have Agency access, you will have instant access to the latest commission statement for each of the agencies you’re assigned to. Statements include the commission rate and premium paid to generate the commission on the statement.
Premium information for the last five years is available online via the scheme history report. Please contact our Broker Services Team if you need further information.
Yes. UnumOnline enables you to download a convenient, Excel-format report containing relevant information about how the scheme is performing, including premium and claim history for the last five years, as well as the latest scheme invoice. Agency access is required to obtain a scheme history report online.
Yes. If you have Agency access, you can renew policies with up to 250 members using UnumOnline, whether or not the policies were originally bought online.
No, these policies are excluded from UnumOnline.
When you register for UnumOnline you will automatically be assigned ‘Adviser access’ – meaning you can create and manage your own quotes.
In order to service policies, which includes managing the quotes of others (as well as your own), accessing policy information and renewing policies, you will need to upgrade to ‘Agency access’.
If your company has set up a ‘Portal manager’ (see the ‘Managing users & agencies’ section for more information), they can assign you Agency access. Alternatively, simply email AgencyOnline@unum.co.uk
You’ll be able to see live policies that cover up to 750 members.
You won’t be able to see policies that have ended, while certain policies may not be visible. For example, you won’t be able to see individual or dental policies. You will be able to view new policies one day after purchase.
You can set up, view and service customer policies, and get quotes and cover for our three core products – Group Income Protection, Group Life and Group Critical Illness. For full details of the benefit options available, see our handbook.
Anytime between 7am and 7pm, Monday to Friday.
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