Sales enablement tools
We provide tools that can help lead to more closed cases
QuickQuote
Combines multiple Colonial Life product quotes into a single quote sheet to provide an at-a-glance reference for you and your clients. With your benefits representative, quote any plan design option and state variation, and the quote sheet can be easily integrated into proposals.
Broker block summary
Shows products, inforce policies, premium and more for your Colonial Life block of business. This is a field-enabled tool your benefits representative can share to help support your rework strategy by helping identify gaps in client coverage and providing information to inform conversations with your customers.
Underwriting offers
Available throughout the year to help simplify the process of adding voluntary benefits and make it as easy as possible for employees to qualify for coverage. Our underwriting offers feature coverage options you and your clients can select from to create a package tailored to their specific needs.
Service and support solutions
Our nationwide team prioritizes broker success — some of the resources available to brokers include:
Dedicated service teams
For qualified accounts, we provide a dedicated service team, including a billing specialist
Regional support
Nationwide regional managers focused on our broker partners and their clients
Ongoing education
Continuing education, including lunch and learns, broker forums, webinars and CE credit classes
Se habla español
Policyholder support, claim forms and educational marketing materials for Spanish-speaking clients are available
Online resources
Specialized service centers and websites for brokers, plan administrators and policyholders
Ben-admin data services
Flexible data services, including customized data file formats and data return files
Billing support
Personalized set-up for each new account to ensure accurate billing
Easy plan administration
Dedicated plan administrator website with access to electronic services for billing, bill payments, data returns and administration
Customer-friendly claims
Policyholders can file claims by web, fax, phone or mail, with claims notifications and correspondence to keep them informed
Manage your Colonial Life business online
My Colonial Life for Brokers, our secure, brokers-only intranet, gives you access to information and work essentials.
My Colonial Life for Brokers features include:
- Mobile-friendly technology for access to all the new features, enhanced capabilities and information from your computer, laptop, tablet or smartphone
- Content based on your unique user ID and preferences, including a My Favorites feature that can save the business applications you view most in one location, such as compensation, business tracking and account search
- Real-time news updates and an event calendar that lets you 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:
Monday through Friday, 8 a.m. to 7 p.m. ET
Featured webinar
Just enroll with it: How to empower your employees post-enrollment
Learn how to build a year-round benefits communication strategy
Gathr by Colonial Life
Gathr is a powerful benefits enrollment and administration platform that digitizes your clients' manual processes and elevates their HR and employee experiences.