Many topics may also be covered in our instructional infographics. Browse those for step-by-step walkthroughs of common Unum workspaces and features.
For providers, we recommend the use of a desktop or laptop when accessing the database. The Provider Portal is not mobile friendly and will not work properly on a tablet or smartphone. A screen resolution of 1024 x 768 is the minimum, while larger is highly recommended. Recommended browsers are Google Chrome and Mozilla Firefox, but Microsoft Edge and Apple Safari are also acceptable.
A Gateway device can be any device with Internet access — desktop, laptop, or tablet. It is not recommended to use anything smaller than a tablet. This device belongs to you and your office; it is not a device a client brings into the office. For instructions on using a Gateway device, see the Gateway Devices infographic.
The Client Home Portal and Associate Portal are both mobile friendly and can be accessed from a tablet or smartphone as well as from a desktop or laptop.
If you haven't yet, fill in the Join Unum form by clicking the Join button in the upper-right corner of this website. Once submitted, a member of the Unum team will set up your account. When your account is created, you'll receive a registration email at the address you provided.
In that email there's a link that brings you to the registration page for your account, where you'll create your password and answer some security questions. After that, you'll be registered in Unum.
Yes — all trainings offered are free, and are highly recommended. Trainings are available online and in person. To see a list of upcoming public training events, visit the Provider page and click the "Upcoming Training Events" link under Resources. You can also request a free private training.
We also offer a free demo account to all Unum customers. This account allows you to log in and enter a sample client to learn how to use Unum. It is only for demo clients and, as it's available to all Unum users, is not private. The username is demo and the password is Unum1234.
The Unum team is available for support by phone Monday through Friday, 8:30 a.m. to 5 p.m. Eastern. For questions about training and DBHDD processes, contact Renee Eady at (800) 334-1918 ext. 30. For any other questions, contact ADE at (800) 334-1918. You can also email the team at support@adeincorp.com.
Support typically responds within 24 hours or by the next business day. You can also leave a message by clicking the help button in the bottom-left corner of your database and selecting "Send message to customer support".
If you're not receiving emails that should be coming from Unum — such as a registration email — it may be because your email account is blocking them or marking them as spam. Check your spam folder as well as your inbox. To ensure proper delivery of future emails, add noreply@adesmtp.com to your safe senders list.
Yes. Your client can complete all tasks required of them through the Client Portal. When you create a Client Record in Unum and supply an email address or mobile number, the client will receive a link to register their Unum account. After they complete registration, they'll receive email or SMS notifications whenever a new task is available.
Some tasks are only available from the Client Portal and cannot be completed on a Gateway, such as downloading shared documents, uploading requested documents, viewing balance, and making a payment. All other tasks — surveys, signing documents, referral requests — can be completed on either a Gateway device or in the Client Portal.
A Gateway device is any electronic device — desktop, laptop, or tablet — that is owned by your company. Once registered to your company, clients can use it to access their Client Portal and complete tasks in your office: signing documents, taking assessments, and selecting a new provider if necessary.
To learn how to set up a Gateway device, see the Gateway Devices infographic. For managing the Gateway devices used by your company as an owner, see Preferences & Company Settings under "Gateway Devices".
When you register your Unum account, you'll choose a username, password, and security questions. If you forget your username, click the "forgot username" link when logging in. You'll be asked to enter your email address; if it matches the one on file, you'll receive an email with your username.
If you forget your password, click the "forgot password" link. Enter your username, answer your security questions, and you'll be prompted to reset your password and logged in.
Yes. If your client has taken a NEEDS Assessment at a Risk Reduction school, you can request the school to transfer the report directly to that client's record. In the Client Record, click Documents, then Add, then "Create a document from a template" and select "NEEDS Transfer Request". A document is created and automatically made available to the client. It's meant to be printed and taken to the driving school the client attended; instructions for the school are included on the document.