Unum up-levels enablement with smart automation

Industry: Financial ServicesCompany Size: 10,000+Use Case: Sales Enablement
Lisa Buonocore

Lisa Buonocore

Director, Digital Transformation

Mindtickle helped us automate our content — a time-consuming process for us. Now we can automatically push content to employees from their first day on the job

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About Unum

  • Provides access to disability, life, accident, critical illness, dental and vision benefits through workplaces
  • Services over 177,000 workplaces in the US and UK
  • Protects over 38 million people and their families worldwide with almost $7.2 billion in benefits paid each year


  • Unum is in the midst of digitizing their entire enterprise, leveraging technology to take them to the next level and achieve their audacious goals.
  • Specifically, leadership was eager to see how the Unum enablement team could up-level and modernize training and get sales and customer-facing staff up to speed as quickly as possible.
  • In the past, Unum used a blended learning approach for sales training with facilitator-led classroom instruction and a mix of internal resources hosted in various locations.
  • With transformation in mind, Unum’s internal technology innovation team suggested Mindtickle to streamline and automate their training and provide functionality that traditional LMS vendors couldn’t support.


  • Comprehensive data for more productive in-person learning
  • Unum was able to launch their first program in just five weeks, which was designed as pre- work for a traditional classroom training session on a new product launch.
  • Using Mindtickle enabled Unum to track who completed their pre-work prior to attending class and access knowledge gaps using easy-to- read heatmaps and dashboard.
  • This meant Unum could more effectively use classroom time by addressing gaps in person, instead of repetitively discussing content agents already know.
  • The team was also able to develop training and updates on Mindtickle to resolve gaps and provide relevant content.


  • Reduced training time in the first three weeks of onboarding by 60%
  • Automatically push readiness programs to agents on Start Day
  • Increased agent engagement and development satisfaction
  • Improved insights into the effectiveness of enablement
  • Reduced duplication of content leveraged across multiple roles and systems
  • Consistent brand and enablement initiatives driven across the business