MindTickle Case Studies Unum Takes Its Sales Enablement to the Next Level with Smart Automation
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Unum Takes Its Sales Enablement to the Next Level with Smart Automation

MindTickle
Analytics & Modeling - Real Time Analytics
Application Infrastructure & Middleware - Data Exchange & Integration
Human Resources
Sales & Marketing
Software Design & Engineering Services
System Integration
Unum, a company that provides access to various benefits through workplaces, was facing several challenges. They had duplication of sales content in multiple locations and manual processes that impacted their ability to track content. Their existing tools were cumbersome to learn and use, and their classroom training was time and resource-consuming. With ambitious growth plans, Unum was 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.
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Unum is a company that provides access to disability, life, accident, critical illness, dental, and vision benefits through workplaces. The company services over 177,000 workplaces in the US and UK, protecting over 38 million people and their families worldwide. Each year, Unum pays out almost $7.2 billion in benefits. The company has ambitious growth plans and is in the midst of digitizing their entire enterprise, leveraging technology to take them to the next level and achieve their audacious goals.
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Unum decided to use MindTickle to streamline and automate their training and provide functionality that traditional LMS vendors couldn’t support. The solution included automated role-based readiness programs, audio, video and written role-plays to develop skills, certification of skills and knowledge, detailed analytics by individual and team, and enabled remote learning. Unum was able to launch their first program in just five weeks. This first program was designed as pre-work for a traditional classroom training session on a new product launch. Using MindTickle in this process meant Unum could track who completed their pre-work prior to attending class, assess knowledge gaps using easy-to-read heatmaps and dashboards, effectively use classroom time by addressing gaps in person, instead of repetitively discussing content agents already know, and develop training and quick updates on MindTickle to resolve gaps and provide relevant content.
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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
60% Reduced Onboarding Time in the First 3 Weeks
Increased Agent Engagement & Development Satisfaction
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