Care Solutions News, March 2022

OneAmerica wholesaling map Care Solutions Sales & Support Teams

Find your key sales contacts using our current territory map.

 

Operations updates


OneAmerica closed on Good Friday
OneAmerica will be closed on Friday, April 15, for the Good Friday holiday. Normal operations will resume on Monday, April 18, 2022.
 
Fair Credit Reporting Act Authorization Information
In response to a regulatory requirement, we recently updated/added the Fair Credit Reporting Act Authorization Form (I-34341) to our process for all underwritten products. This authorization is automatically included within eApp, and for those unable to use our electronic application system, the Fair Credit Reporting Act Authorization Form (I-34341) is available on Forms Search. This authorization is required for both eApp and paper application submissions.
 

New tools and resources


We are not afraid of commitment
What comes to mind when you hear the word “commitment”? A pledge or obligation? If we were playing word association, we would choose the word “passion.” Our commitment to serving you and the financial services industry stems from a deep passion to being there when people need us most. Because it’s at this moment that The Things We Keep are more than just commitments.

In April watch for new marketing content that will help you continue to share this message and show the value of doing business with OneAmerica.
 
Time to move to eApps!
Register for OneSource Online
Are you still submitting your OneAmerica business on paper? If you answered Yes, now is a great time to get started using eApps for writing your new business whenever possible! We’ll be making the formal move to exclusive eApps in a few months, so why not get started now?! One of the first things you’ll need to do to start this process is to register for OneSource Online (OSO) and access Sales Connection. Click here for detailed instructions to register for OneSource Online.

Once you have registered for OSO you can accomplish a lot of tasks, such as checking pending business and commissions and accessing Sales Connection. There are some great resources available on OSO to learn about submitting eApps that you will find helpful.

eApp Resources
OneAmerica has a lot of resources to help you with this transition. And if you have any questions, feel free to reach out for help.

eApp Tip Sheet (I-28398)

eApp Prep Sheet (I-33916)

eApp Demo Video:
https://www.screencast.com/t/JFWrvunYkI6
https://p.allego.com/jNcrYcZNLvBNL

ePolicy Deliver Benefits (I-33878)

eSignature Process Video

If you have an iPipeline subscription, you can have OneAmerica products turned on and submit eApps that way as well.
 

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