Gathr Help Form
Orientation Requests:
Please review the following video tutorial put together by our team that reviews the standard orientation process or attend one of our new regularly scheduled webinars.
Should you decide to schedule an additional call after reviewing the video or attending a webinar, please note that the client should not attend this call. To schedule a client orientation please direct them to the webinar registration links below or choose Colonial Life Agent - Scheduling for Client above.
Generalized Questions:
Please submit the following form where our Training team will assist with your questions.
Note: For assistance with enrollment in Gathr, agents can utilize Gathr Chat to be connected with a member of our Enrollment Team or submit a ticket at changegear.coloniallife.com.
*For assistance with urgent enrollment issues please contact VB Tech Support at 1-800-438-6423, option 2, then 5.
Orientations:
Orientations are intended for cases that are already built in Gathr. If the account is a prospective Gathr client needing a general overview or demo please submit that request via Enrollment Tech Hub.
IMPORTANT NOTE: For clients who have CBS and Colonial products and will be paying their invoice via Gathr Common Billing those clients will receive a proactive outreach from our Gathr Experience Team prior to their first invoice generating. The following submission should be used for clients who are not paying via Gathr Common Billing.
Service Requests:
Service requests are intended for questions pertaining to existing clients utilizing Gathr. If your questions pertain to functionality, pricing, availability, or demos please submit those via Enrollment Tech Hub or email GathrInfo@coloniallife.com.
We are excited to announce the addition of regularly scheduled Gathr Platform Orientation Webinars led by the Gathr Client Experience team. These will occur Tuesdays at 10:00am and Thursdays at 2:00pm EST.
Agenda:
Registration
Please register for a date/time using the links below. You will receive a confirmation email with a calendar invite after registration.
NOTE: If registering for a webinar there is not need to complete this form.
Please enter the name of the contact at the account/business
Please list your business name as listed with Colonial Life
Please enter the best contact email of the individual from the account/business.
You will see a consolidated bill in Gathr under Company>Billing.
If you know the name of your Colonial Life agent please list it here.
If you are an agent requesting on behalf of the client, please list your name here.
If you know the email of your Colonial Life agent please list it here.
If you are an agent requesting on behalf of the client, please list your email here.
If you do not intend to attend one of the webinars listed above and would like to schedule an orientation please follow the steps below.
Step 1: Please indicate below any additional topics related to Gathr functionality you would like to cover during the meeting.
(Example: I need help creating a hiring process or I have questions about reporting in Gathr)
Step 2: Click Submit and you will be presented with a link to schedule a time that works best for you.
For the security of your account, please provide your Colonial Life BCN (Billing Control Number). This should be listed on your last Colonial Life bill. If you do not have access to this information, our team will reach out to your Colonial Life agent and we'll be in touch once permissions are provided.
Our team will send all the information you need to login and explore to the email already provided.
Listed on your bill as the E Number.
Step 1: Ask your question below and attach any documents or screenshots applicable.
Step 2: We'll email you back with an answer!
If you'd like to meet with a member of our team to discuss this question, please click Submit and you will be presented with a link to schedule a time that works for you.
A design call isn't necessary and you can upload any documents you'd like built and add any notes that will help us complete the build. If no call is scheduled we will build out the documents and reach out once they are ready for you to review.
If you would like to schedule a call to review what you'd like to customize within Gathr you can utilize the link on the confirmation page after hitting submit to choose a time that works best for you.
We recommend adding any documents you'd like built ahead of the call which will allow us to prep the documents prior to connecting with you.
Note: Please avoid uploading personal information for yourself or your employees (i.e. SSNs, DOBs, etc).