Tools and Resources

We're with you. Acting as an extension of your team, we'll go to work for you with a wide array of tools and support services that make it easy and rewarding to do business with us. We'll help make it easier for you to deliver an exceptional benefits experience to your clients. Because we take those relationships as seriously as you do.

A hassle-free partnership

We provide the support you need to compete and succeed

One of the main reasons our broker partners enjoy working with us is because we're continuously looking for ways to improve and enhance the service and support we provide.

Examples of our ever-growing list of support resources include:

  • Dedicated service team, including a billing specialist for each account
  • Dedicated regional managers focused on our broker partners
  • Continuing education, including webinars, lunch and learns, broker forums and CE credit classes
  • Secure intranet, featuring compensation, business tracking, product information, proposal documents and no-cost access to the HRAnswersNow® information website
  • Specialized service centers and websites for brokers, plan administrators and policyholders
  • Flexible data services, including customized data file formats and data return files
  • Personalized set-up call for each new account to ensure accurate billing
  • Dedicated plan administrator website with access to electronic services for billing, bill payments, data returns and administration
  • Easy claims filing by web, fax, phone or mail and claims notifications to keep policyholders informed
  • Bilingual communications support

95% of our benefits brokers surveyed gave us positive ratings1 for overall quality.

Manage your business online

Use our secure broker intranet

A key commitment to our broker partners is making it as easy as possible to do business with us. Our secure, brokers-only intranet, gives you access to news, resources and work essentials that make it quick and easy to conduct your business.

Site features include:

  • Mobile-friendly technology for access whenever, however - computer, laptop, tablet or smartphone
  • User-specific content and preferences, including a "My Favorites" feature for the business applications you view most in one location; such as compensation, business tracking and account search
  • News and events sections, including a calendar function so you can save important events to your personal calendar
  • Product and underwriting information with descriptions, rate sheets, underwriting guidelines and proposal documents
  • Access to lower-cost or no-cost continuing education courses

To register and gain access to this site, contact us:

866-531-2022

Monday through Friday, 8 a.m. to 7 p.m. ET

1. Results represent % 6-9 on 9-point scale where 1=Poor and 9-Excellent. Represents ratings from brokers who consider Colonial Life a primary carrier. Source: Versta Research, 2014 Unum/Colonial Life Broker Loyalty Study (2015).
All statistic(s)/financial figures represent national numbers.