Blue Trust's success story:

Wealth manager entrusts leave management to Unum Total Leave

See how Total Leave helped Blue Trust meet employee needs amid continued growth

Founded in 1979 and advising on more than $16.5 billion in assets, Blue Trust Wealth Management & Trust Services serves over 10,000+ individuals and families by applying technical expertise to help them make wise financial decisions.

Unum insurance benefits offered:
  • Short Term Disability
  • Long Term Disability
  • Life and AD&D Insurance
  • Critical Illness Insurance
  • Accident Insurance
  • Hospital Indemnity

Transforming Leave Management with Unum Total Leave

Wealth manager Blue Trust faced a significant challenge: as their company grew each year, the Blue Trust HR team found it increasingly difficult to manage leave and absence.

“As our company grows each year, the HR team has less and less capacity to serve and manage our employees in a thorough manner regarding leaves of absence.”

When their broker recommended Total Leave as a leave management solution, Blue Trust signed on and quickly began a smooth onboarding experience. HR was impressed with the level of support they received during onboarding while employees also provided positive feedback with Total Leave’s tools and services.

“We were extremely impressed. The communication was great and everything was seamless.”

By implementing Total Leave, Blue Trust has successfully transformed their leave management process. The Blue Trust team can now efficiently handle leaves of absence, ensuring that their employees receive necessary support while allowing the HR team to focus on other initiatives.

“We have received nothing but positive feedback from our employee population. They are very happy with the tools that Unum provides and the service they receive from your representatives.”

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