Colonial Life Increased Voluntary Benefits Enrollment 114% with AI-Powered Outreach

Colonial Life, part of Unum, partnered with TruAgents to transform voluntary benefits enrollment communications into interactive, multilingual email and SMS campaigns. The result was a 114% increase in enrollment growth, with penetration climbing from 22% to 47%.

The Challenge

Colonial Life had great enrollment content, but little visibility into whether employees received it, engaged with it, or had questions. There was a clear opportunity to improve communication.

• One-way communication with no path for employees to respond
• Limited visibility into engagement
• English-first communication for a multilingual workforce
• Compliance risks that limited what could be automated

Why TruAgents

After evaluating multiple platforms, Colonial Life chose TruAgents because it delivered more than just automated messaging.

• Truly personal outreach. Individual communications generated at scale, with memory of prior interactions.
• Omni-channel and interactive. Employees could respond via email, SMS, or phone in 50+ languages, 24/7.
• New insights. Conversation data unlocked visibility the team never had.
• Enterprise guardrails. Every email, text, and call was monitored for accuracy in real time.
• Scalable and future-proof. A versatile platform that could address use cases well beyond enrollment.

The Product in Action

TruAgents handled outreach, questions, follow-ups, and reminders automatically:

• Generated unique outreach for each employee in multiple languages
• Maintained full conversation history across email, SMS, and phone
• Followed up and answered questions in real time using account-specific data, within compliance guardrails
• Ensured every message was logged, auditable, and on-brand

TruAgents scaled personal communication without replacing human trust.

The Results

Penetration moved from 22% to 47%, representing 114% enrollment growth. Across roughly 88,000 communications, TruAgents handled 2,158 employee conversations autonomously, drove a surge in inbound employee engagement, and lifted employee satisfaction.

Just as important for a regulated business, the communications held up under scrutiny: accuracy came in at 100%, 100% of interactions were auditable, and brand alignment measured 99.1%.

Now Deployed Across the Enterprise

Following the success of Colonial Life's voluntary benefits enrollment, Unum's Sales, Claims, Recruiting, Marketing, and Agent Assist teams requested access to TruAgents-making it the new engagement standard across the customer lifecycle.

Enrollment is no longer an annual push. For Colonial Life, it's the model for how every conversation with an employee is going to work.