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Introduction to UnumOnline

UnumOnline is our intuitive, easy-to-use digital portal designed to allow you to view and service your customer policies, and quickly and efficiently manage quotes – putting you in control and enabling you to respond quickly to the ‘need it now’ requirements of both smaller businesses and smaller schemes.

Designed for customers looking to cover between 3 and 100 people, you can get a quote for:

  • Group Income Protection

  • Group Life

  • Group Critical Illness

And receive your best price available from Unum – exclusive to quotes made on UnumOnline.

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At-a-glance display of live policies in line with your permissions so you can easily select the policy you wish to work on or access for information. For more information on what policies you can view, please refer to the UnumOnline handbook.

The policy information view allows you to select a policy and drill down to see policy information, company details and categories.

Cross-functional access removes potential delays if colleagues are out of office and allows colleagues to easily share information.

Nominating a portal manager(s) gives you the flexibility to review and adjust permission levels in line with changing needs so you can best serve your customers – and your business.

Once a portal manager has been assigned, they can manage who in your company has permission to access different levels of information.

To set up your portal manager, please email us at: AgencyOnline@unum.co.uk

 

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See our simple, step-by-step, 'how to' guide to everything you can do with UnumOnline.

All the small print about doing business via UnumOnline.

Have a question about UnumOnline? Check out our FAQs first.

Getting started

Before we can start working together, we’ll first need to receive and accept your completed commission account form, which, together with the TOBA and quote, sets out the terms of our business agreement.

Please return the completed form to us by either:

  • Email: agency.desk@unum.co.uk, or
  • Post: Agency Department, Unum Limited, Milton Court, Dorking, Surrey, RH4 3LZ and keep a copy for your records.

Next, go to UnumOnline to register your details, create a password and set security questions.

You’ll then be set up to quote and buy – when you log in, we’ll send you an email with a one-time password to keep your account secure.

For policy servicing, we’ll need to update your permissions. Please contact AgencyOnline@unum.co.uk with your request, confirming the FCA number you used to register online.

For existing or new Executive Income Protection quotes.

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For quotes not supported on UnumOnline.

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For help with UnumOnline.

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Servicing policies

At-a-glance display of live policies (up to 249 members) in line with your permissions so you can easily select the policy you wish to work on or access for information. If you are the portal manager, you can see and access all live policies.

The policy information view allows you to select a policy and drill down to see policy information, company details and categories.

See our handbook for more information on servicing policies

Quote and buy with UnumOnline

Get quotes, set up policies and get cover for our three core products for new to market customers or simple switch schemes.

  • Receive your best price from Unum – first time
  • Cover businesses with 3 - 100 employees
  • Work with your customers in real time to create a product portfolio to suit their specific requirements
  • Simple process allows a more efficient and effective way for you to support your SME customers
  • Easy and quicker to sell to customers, manage their quotes easily and quickly, and get relevant information
  • Straightforward ‘end-to-end’ process ensures your customers get covered simply and swiftly
  • Search, manage and filter your quotes and policies
  • Quotes are valid for 3 months and searchable for 6 months
  • Link to Companies House for instant access to the required employer details
  • Access via PC, Mac, tablet or smartphone

Executive Income Protection quotes

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To get a quote for a new Executive Income Protection Policy, please refer to our Executive Income Protection Product page.

To complete an application for a policy you have quoted through Iress The Exchange, please use our dedicated Exec IP link here.

Non-UnumOnline quotes

If you’re not registered for UnumOnline, need a quote for another product or want to quote for more than 100 employees, please complete our ‘Get a quote’ form.

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UnumOnline support

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If you have a question about UnumOnline regarding:

• Quotes service for group business
• Underwriting service for Executive Income Protection business.

 

 

Group business - UnumOnline quotes 

For help with our online quotes service for group business, please phone 0800 916 9846 or email help@unum.co.uk

Executive Income Protection – UnumOnline underwriting

For help with our online underwriting service for our Executive Income Protection product, please contact our Exec IP helpline on 0345 601 8241 or email businessdevelopment@unum.co.uk

Our support lines are open Monday to Friday, 8.30am - 5.30pm

 

Tell us what you think

We’re committed to providing our partners with enhanced digitally-enabled tools and services, so we’d love to hear your thoughts on your online experience. Give feedback