There are many sales ideas, training materials, and videos to look through regarding our Critical Advantage products. However, reading through our detailed Product and Underwriting Guide will provide a better understanding of how many different products fall under Critical Advantage, our speedy underwriting process, and how to properly complete an application. Critical Advantage Products & Underwriting Process #goldencareagent #mutualofomaha
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New ‘Help Finder’ Makes Policy Self-Service Easier
At Mutual of Omaha, we are committed to helping customers through life’s transitions by providing an array of insurance and financial products. We also want to make sure we continue to provide a superior customer experience long after the initial sale is made. We’ve recently released a new Help Finder feature on mutualofomaha.com. This new resource empowers customers to receive self-service on their policies. It also makes it easier for customers to find the correct contact information for their particular policy or service need. Where to Access the Help Finder To use the Help Finder feature, customers will go
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Improvements to the Underwriting Call Center Prompts
Beginning Thursday, April 15th, you will hear new prompts when you contact our Underwriting Call Center. One of the most notable enhancements is if you are calling for an Underwriting Risk Assessment (pre-screening). You will now be able to bypass the Underwriting Call Center and go directly to the appropriate underwriting team for Express Life, Fully-Underwritten Life, Disability Income and Express Health. Why are these changes being made? Mutual of Omaha began introducing the Amazon Web Services phone platform just over two years ago; and, this platform has opened up additional capabilities for our company’s call routing strategies. It also
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Tough Battle, Right Team
Receiving a cancer diagnosis can be devastating, but the odds of surviving may be higher than you think. Survival rates for many of the common types of cancer, continue to increase. Mutual of Omaha’s Cancer Insurance gives your clients money to pay for things most health insurance does not cover including: Replacing lost income High deductibles Paying for groceries and bills Plus, our coverage pays a lump-sum benefit. See more about the odds of surviving a cancer diagnosis here. If you have any questions, please contact Mutual of Omaha’s Sales Support at (800) 693-6083 or email sales.support@mutualofomaha.com. Tough
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Attention Medicare Supplement Agents | Revised Application
Effective April 14, 2021 our new REVISED application must be used when submitting Medicare Supplement Business via paper application. If you are using the current paper application, it must be signed before April 14, 2021 to be accepted and submitted no later than April 21, 2021 to GTL’s underwriting department. The Medicare Supplement product is available on our E-Application platforms, the Agent Portal, Android, and Apple. This application update on the e-App will be available soon. You can access the new Medicare Supplement paper application by clicking the button below and placing an order on GTLink. Our Medicare Supplement product
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Designed with Recovery in Mind
Your client’s health matters. During a time where a little extra security is helping give everyone some extra relief, there has never been a better time to sign up for a Cancer, Heart Attack/Stroke Insurance policy. Your clients will quickly see the value of these policies. Cancer Insurance & Heart Attack/Stroke Insurance fills the gap between coverage and out-of-pocket expenses. Help your client learn more today by viewing our informative flyer. If you have any questions, please contact Mutual of Omaha’s Sales Support at (800) 693-6083 or sales.support@mutualofomaha.com. Designed with Recovery in Mind #goldencareagent #mutualofomaha
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Direct Deposit Update Process Change
Your security is important to us, so we are changing the way agents can update direct deposit information. Mutual of Omaha will no longer be taking change of bank/financial institution information over the phone. If you need to change your bank information for direct deposit in the future we will require this to be done on Sales Professional Access (SPA). For added security we recommend you setup a compensation pin on Sales Professional Access. When you log into SPA both the PIN addition and direct deposit update can be found under their “person” icon in the top right corner. If
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Marketing Tools for Success
The products in the Critical Advantage Portfolio cover a broad range of conditions that affect millions of Americans each year. We have the marketing tools you need to start the conversations with your clients. We offer a great mix of producer use only material and consumer facing material which are all available though Sales Professional Access and our usual ordering channels. This flyer helps to sort out producer & consumer materials and how to use them. For example, our agent-facing Product and Underwriting Guide is your comprehensive resource for everything Critical Advantage. If you have any questions, please contact
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Easily Share GTL’s Videos Through Social Media
GTL’s client-facing product videos can easily be shared on your social media pages! Looking for another way to get the word out about GTL’s products? Engage your clients more with our eye-catching product videos as they are scrolling through their feeds. Not sure how to share videos in your social post? Simply copy the link (example below) for the desired GTL video, paste it into your Facebook/Twitter/LinkedIn page, add your personal message and you’re ready to post! Access GTL’s Videos Easily Share GTL’s Videos Through Social Media #goldencareagent #gtl
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Our Critical Advantage e-App is Easy to Use
The Critical Advantage℠ Portfolio e-Application is easily accessible on Sales Professional Access (SPA) under the Electronic Applications link. We have also provided a Quick Start Guide to help you submit your Critical Advantage applications online. Reasons to Use the e-Application Allows you to quote a premium and complete an application at the same time You’re always using correct forms and your applications are completed in good order Provides a paperless “green” experience Simple e-signature process Auto-save functionality A dashboard shows all applications in process Save time- assures application is in good order at the time of submission Our Critical Advantage
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