How to Set Up a Colonial Life Integration in Employee Navigator

Learn how to configure a Colonial Life integration, add external account IDs, set up synchronization notifications, and build plans from the marketplace.

July 29, 2026 By Whitney Francis

This guide explains how to configure a Colonial Life integration within your benefits administration platform. Completing these steps ensures your third-party sync settings and marketplace benefit plans are properly connected for accurate coverage management.

Use these steps when initially connecting Colonial Life to your platform or when adding new Colonial Life benefit plans to your employer marketplace.

Configure External Account IDs

Step #1: Click the Benefits tab in the main navigation. — Click the **Benefits** tab in the main navigation.

Step #2: Scroll down to the Third-Party Apps section and click External Account IDs. — Scroll down to the Third-Party Apps section and click **External Account IDs**.

Step #3: Click Add an Account ID +. — Click **Add an Account ID +**.

Step #4: Select Colonial Life from the third-party dropdown menu. — Select **Colonial Life** from the third-party dropdown menu.

Step #5: Enter your Colonial Life Account ID (the F number) in the Account ID field. — Enter your Colonial Life Account ID (the F number) in the Account ID field.

Step #6: Click Save to confirm your account details. — Click **Save** to confirm your account details.

Set Up Colonial Life Sync

Step #7: Navigate back to the settings sidebar and click Colonial Life Sync. — Navigate back to the settings sidebar and click **Colonial Life Sync**.

Step #8: Enter the email address of the person who should receive the error report when coverage is imported. — Enter the email address of the person who should receive the error report when coverage is imported.

Step #9: Click Add to include the email address. — Click **Add** to include the email address.

Step #10: Click Save Sync Settings. — Click **Save Sync Settings**.

Add a Plan from the Marketplace

Step #11: Return to the Benefits tab. — Return to the **Benefits** tab.

Step #12: Click Add A Plan. — Click **Add A Plan**.

Step #13: Select Copy a Plan from Our Marketplace. — Select **Copy a Plan from Our Marketplace**.

Step #14: Click on Carriers. — Click on **Carriers**.

Step #15: Select Colonial Life from the carrier selection gallery. — Select **Colonial Life** from the carrier selection gallery.

In the Benefit Types dropdown, filter by Colonial Life Third Party App Plans to narrow down your search results and find specific integrated plans.

Step #16: Locate the plan you want to build and click Copy Plan. — Locate the plan you want to build and click **Copy Plan**.

Configure Policy Information

Step #17: Set the plan's start date to match your effective date. [If it is an existing account, you will use the earliest CED listed in the policy tab for this account in AIMS as the Plan start date.] — Set the plan's start date to match your effective date.

[If it is an existing account, you will use the earliest CED listed in the policy tab for this account in AIMS as the Plan start date.]

Step #18: Always set the end date to the year 2060 for a CL policy in an integration. — Always set the end date to the year 2060 for a CL policy in an integration.

Step #20: Scroll down to the Policy Information section and click the Situs State dropdown menu. — Scroll down to the Policy Information section and click the **Situs State** dropdown menu.

Step #21: Select the appropriate state for the policy. — Select the appropriate state for the policy.

Step #22: Select List Bill from the bill options dropdown to support the integration. — Select **List Bill** from the bill options dropdown to support the integration.

Step #23: Click Save to apply the configuration. — Click **Save** to apply the configuration.

Step #24: Click Turn on enrollment. — Click **Turn on enrollment**.

Step #25: Click Confirm to activate the plan in your portal. — Click **Confirm** to activate the plan in your portal.

Term	Definition
Colonial Life Sync	A feature that automates the synchronization of coverage data and sends error reports to specified email addresses.
External Account ID	A unique identifier (often an F number) used to link third-party carrier policies securely with the benefits platform.
List Bill	A billing arrangement where the carrier provides a consolidated premium statement for all enrolled employees.
Situs State	The state or jurisdiction in which an insurance policy is issued or delivered.