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Mercer partnership advantages

By joining forces, Unum and Mercer are well positioned to provide valuable employee benefits to your clients. As our valued national partner, we give you direct access to the resources that will support Mercer’s unique sales needs, including the attention of Unum senior management and other key resources attuned to your business. The continued support of your local field staff and a dedicated home office team ensures that we bring the right people to the table for each client.

Key advantages:


Dedicated contacts

Each Mercer office and client has strong local sales support and a dedicated account management team. This team is your main contact. In addition, as a Mercer consultant, there is a Mercer Home Office team available to you and your local Unum contacts. Key contacts represent: national sales and service; underwriting (group, voluntary benefits and Individual Disability); proposal and renewal management; customer service, contracts and Summary Plan Documents; data/reporting; compensation; claims and legal. Visit Unum contacts for names and phone numbers.

 

The partnership advantages include the following:

 

  • Dedicated single point of contact to Mercer Marketplace 365 & 365+ that facilitates the entry into Unum for all new and existing business discussions.
  • Evidence of Insurability and Portability / Conversion fulfillment services for all Mercer H&B clients 1000 lives and greater and Mercer Marketplace 365 clients of all sizes.
  • Customized enrollment “Heat Map” Analysis and Strategic output on all Mercer Group Voluntary lines > 2000 lives.
  • Local market targeted book reviews in partnership with local Mercer H&B teams and Mercer VB/IDI resources.
  • Customized Performance Guarantees for Mercer H&B and shared Mercer Health Advantage / UnitedHealthcare clients
  • Dedicated central quote email inbox for both Mercer Marketplace, Mercer LAD and Mercer Voluntary Benefits
  • Mercer BenefitCentral EOI Connectivity - provides simplified hosting with real-time decision/approval and auto updates to BenefitCentral
  • Custom renewal program for Mercer Marketplace 365
  • Annual commitment to sponsor key Mercer events such as the 5-Step Program, Benefits/Sales Academy etc.

 

Mercer Marketplace 365 & Mercer Marketplace 365+ Private Exchange

Unum is proud to be part of Mercer’s new private exchange and offers an array of products through the platform. These products include employee- and employer-paid group Long Term Disability, Short Term Disability, and Life and AD&D — as well as group voluntary Hospital Indemnity, Critical Illness and Accident to complement your client’s medical coverage.  

 

Life Accident and Disability (LAD)

Mercer has a dedicated underwriting team in Unum's National Client Group (NCG) to manage Mercer underwriting needs over 2,000 lives. Direct discussion with underwriters is available for Consulting & LAD practice members

 

Life and disability administrative management services

Unum's group life and disability administrative management services can support your client's in-house benefits manager — or complement services provided by an outsourced vendor — by providing a range of resources at no cost for our mutual new client with more than 1,000 lives. This means Unum will administer:

  • A web or paper Evidence of Insurability (EOI) process — Including form preparation, collection of data and a file feed to a client
  • Portability and Conversion plan features — For new clients 1,000-2,000 lives this service will be offered through a call-in option, and for client over 2,000 lives it will be offered through an employer-initiated change file or a toll-free call to Unum
  • Beneficiary Management Services — Through a home mailing to gather designations, which will then be automatically retrieved at the time of Life Claim Intake 

 

Mercer EXB

Mercer has a dedicated team at Unum that focuses on Executive Benefits (supplemental LTD).  This team provides automatic screening of all Mercer disability claims for supplemental LTD opportunities with delivery directly to the Executive Benefit Sales Professionals.  This team is dedicated to working with Mercer EXB Team. 

 

Mercer Voluntary Benefits

Unum works closely with Mercer Voluntary Benefits Urbandale to provide products, enrollment, implementation, claims and administrative services for Mercer. Unum has customized a unique distribution process that is dedicated to Mercer. Unum is also in the process expanding our connectivity across all platforms to enhance the user experience and overall results to better serve our mutual clients.