How-To: Set up Lincoln Financial Two-Factor Authentication (2FA)

Zuub streamlines access to Lincoln Financial patient benefit breakdowns by securely navigating Lincoln Financial's two-factor authentication (2FA). Follow this step-by-step guide to learn more.

Set up Lincoln Financial 2FA: Step-by-Step

1. Inform Zuub you’d like to set up the Lincoln Financial 2FA solution by reaching out to your designated Customer Success Manager. You can also email Zuub Support at support@zuub.com, or chat with us via the bottom right hand corner of your Zuub portal.
2. Zuub will assign you credentials to use to add as a user in your existing Lincoln Financial account.
3. Navigate to the Lincoln Financial portal page. Under the 'Create an account' section, select ‘Register’.
   
   
4. On the 'Registration' page, input the individual location's Tax ID number and select ‘Next’.
   
5. Input Zuub-provided login credentials.
   1. First Name: Insurance
   2. Last Name: Admin
   3. Email Address: Zuub-provided email address
   4. Select Role: Office Manager
   5. Password: Zuub-provided password
   6. Agree to terms and conditions box
   7. Click ‘Next’
      
6. Reach out to your Zuub support or Customer Success Manager and let them know you have completed the Lincoln Financial setup. Our team will finish configuring your account and ensure Lincoln Financial verifications are going through correctly. We will follow up once QA is completed.
   

This resource was updated 10/18/2024.