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UConnect is a secure web-based application created by NFP to allow firms to submit business electronically to NFP life Core, Highlighted, Select and disability carriers. Firms can also submit to Highland Capital Brokerage offices, NFP Life Brokerage offices and the NFP Life Settlements platform.

  • UConnect for Disability Insurance

    You can submit disability insurance (DI) cases via UConnect. Principal is the first carrier on board to process your DI cases.

  • Direct Imaging

    Carrier direct imaging integration allows your case documents to be automatically uploaded into a carrier's own workflow/imaging system. Processing time and error time are reduced when the carrier uses direct imaging. Plus, your case data gets in front of the underwriter more quickly.

  • Agency/Client Management Systems

    Carrier data integration with UConnect allows SmartOffice and AgencyWorks users to receive pending case feeds directly into SmartOffice and AgencyWorks — putting case status information right at their fingertips. SmartOffice and AgencyWorks users can initiate a case directly into UConnect and save time by entering client details only once.

New Enhancements

Released on March 18, 2013, UConnect now has three life insurance case submission options: “Core,” “Non-Core” and “Core + Non-Core.” They’re designed to meet all of your life insurance business needs, whether you’re placing Core or non-Core business, or need case assistance from advanced sales, product and underwriting experts.

Option #1: “Core”

In this scenario, you know a Core carrier is the best choice for your client. This option sends your formal or informal case directly to one or more Core carriers, giving you the same direct access you’ve always had.

Option #2: “Non-Core”

This option sends your non-Core business directly to Windsor Insurance for end-to-end case processing. You still have the option to send to other Brokerage General Agencies (BGAs) through UConnect until May 31, 2013. After May 31, life insurance business submitted to other BGAs must be sent outside of UConnect.

Cases and documents transmitted outside of UConnect should be sent securely, as defined by the BGA of choice.

Option #3: “Core + Non-Core”

This option allows you to specify what product, advanced sales or underwriting case assistance you need. Our “Triage” team will then assess the case with you and collaborate with Windsor and internal resources to ensure the best possible outcome for your client.



INS-13895-11 | 06/11
For internal use only. Not for distribution to the public.