Apptical Interview Update (Living Promise)

We are happy to announce we have removed a step in the Apptical point-of-sale interview. Effective immediately, we no longer confirm your customer’s information twice at the beginning of the interview.

Below you will see how the interview has changed and where the extra confirmation has been removed.

Old Process

  • The Apptical representative asks the agent for the customer information, confirms the information with the agent, then the agent hands the phone over to the customer
  • When the customer gets on the phone, the Apptical representative reconfirms the information with the customer

New Process

  • The Apptical representative asks the agent for the customer information, the agent hands the phone to the customer
  • When the customer gets on the phone, the Apptical representative confirms the information with the customer

To learn more about the Apptical point-of-sale interview process, take a look at our Agent Guide. To help your customers understand the Apptical process use this client leave behind piece. It walks your clients through what they can expect in the interview.
 
If you have any questions, please contact Mutual of Omaha’s Sales Support at (800) 693-6083 or email sales.support@mutualofomaha.com.
 

Apptical Interview Update (Living Promise)
 

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