Automated Underwriting Update (Tips)

This week’s tip is to make sure not to move too quickly through the client information screens for Living Promise e-Applications. Take your time and make sure you are entering all of your client’s personal information correctly. This includes name, address, date of birth and Social Security Number.

When your client’s data is entered completely and correctly the tool can run the most efficiently and provide you with the best underwriting decision.

 
If you have any questions, please contact your Mutual of Omaha’s Sales Support at (800) 693-6083 or email sales.support@mutualofomaha.com.
 

Automated Underwriting Update

 
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