Enabling the Unum Integration Widget

1. Login to benefitsCONNECT®.
2. Click on Company Management.
3. Click on Edit Company.
4. Select the company by clicking on the name.
5. Click on Company Administration.
6. Click on Company Information.
7. Select the Modules tab.
8. Click the Offsite Enrollment checkbox.

📘

Tip!

The Unum Widget is only available for 5 benefits:

• Individual Short-Term Disability
• Whole Life
• Hospital Indemnity
• Group Critical Illness
• Group Accident

To utilize the widget with these benefits you may only select the following benefits from the Benefits tab.

9. Click on the Benefits tab
10. Select the applicable benefits
11. Click Save

12. Click on Benefits Plan Administration
13. Click on Benefit Providers
14. Click Add Benefit Provider
15. Under the Enrollment Process drop-down, select Unum Plane.biz Integrated Enrollment

16. Proceed to add the Outline of Benefits and Plan Designs for each plan.
17. Enter the Unum Case Number as the Policy Number.

📘

Tip!

Only Employees that are Active or on FMLA are eligible to enroll for these Unum plans.

18. After you have added your plan designs, click on Company Administration.
19. Click on Offsite Enrollment Settings.

20. The Group ID is the GUID ID.
21. Use Unum Version 5.
22. Unum Widge 2.0 Integration should be set to Yes.
23. Unum Environment should be set to www.
24. Click Save.
    You are now ready to review the widget in bCEnroll.

📘

Tip!

The following employee demographic fields are required to use the Unum widget:

• Home Address
• Home Phone Number
• Current Job Title
• Salary (if using STD)