Whether you’re in the office or the field, we make it easy to pull quotes for your clients – without logging in. Our Mobile Quotes web tool has recently been updated and offers an easier, faster option when you want to pull a quote online. Need a quote while you’re on the go? Mutual of Omaha’s ”Quotes for Sales Professionals” mobile app makes life easier by allowing you to quote on your mobile devices. Simply search Mutual of Omaha and download the “Quotes for Sales Professionals” in the App Store or in Google Play. The following products are available for
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Important Compensation Reminder
Please keep addresses up to date. There are many opportunities for General Agents to receive information regarding Compensation Schedule changes, including commission rate changes, compliance changes, and more. When the General Agent’s mailing or email address is not kept current, it results in returned mail. If any mail is returned to Mutual of Omaha due to any address discrepancy, Mutual of Omaha will note the return of mail, and discontinue sending out any additional commission schedule notifications. Please contact Producer Services at Producer.Services.Support@mutualofomaha.com should you wish to update your address or email address; or send an email to broker.compensation@mutualofomaha.com, if
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Critical Advantage Express and Simplified Underwriting
With a Critical Advantage policy, your clients get coverage that pays a lump-sum benefit upon diagnosis of a covered condition. It also offers two underwriting programs to give your clients the benefits they need faster. It also means you get paid faster. Express underwriting for Critical Advantage covers benefit amounts of $10,000 to $50,000. It has simple yes/no knock-out questions to make applying easy and fast. Simplified underwriting is for benefit amounts from $51,000 to $100,000. Simplified underwriting also has simple yes/no knock-out questions in addition to a MIB, Pharmaceutical inquiry and possible telephone interview. No matter which program, you’ll
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Critical Advantage Introduces the e-App
On August 14, 2017, Mutual of Omaha will release a new Critical Advantage electronic application to make doing business with us even easier. The new e-App will allow you to complete and submit your Critical Illness, Cancer and Heart Attack and Stroke applications online. e-App Advantages and Features Here are just a few of the advantages and features you will discover when you use the e-App: Ensures applications to be completed in good order Ensures you’re using correct forms Allows for e-signature email, e-signature face-to-face or wet signature Provides a paperless “green” experience Visuals to indicate your progress and prompt
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AIG Operations: Service Improvement Plan Hits Key Milestone
Service Times Cut By More Than Half … And More Improvements Are On The Way Several months ago we announced an ambitious undertaking to transform our service model with the goal of improving your experience and the quality of work delivered, and reducing turnaround times. Our pledge was that by June 30, we would be within time standards of our service level agreements (SLAs) for our key functional areas. We pursued this goal by adding and training new staff, reviewing and improving our processes, implementing system enhancements, and having departments work overtime to deliver on our promises. As a result
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LTC Concept Material
Since having a good sales story is a key component to the sales process, we offer a collection of material that will help develop that story. The LTC concept material provides training, prospecting and client brochures to help with your sale. Training materials are short flyers that will help you learn about the concept, how to offer it to your clients, and who to target. Prospecting material are postcards you can use to reach out to new clients. Once you are ready to speak to your client, the brochure gives detailed information explaining how the concept can help meet their
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Billing Enhancements to Customer Access Site
On July 18th, we improved the tools your clients can access when visiting the Customer Access site. By simply logging on to Customer Access, clients will be able to do the following and these will now occur in real time (1-2 business days). Billing/Bank Information Update bank information if they are paying via auto deduction Set up or remove automatic deduction Update billing information and/or re-start billing on policies using automatic deductions Change frequency of billing (example: annual to semi-annual) Change withdrawal date of premiums If you have any questions, contact Mutual of Omaha’s Customer Contact Center Support at 1-800-775-6000.
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New Agent Notifications for Client Policy Changes
In order to help you serve your customers more effectively, we now have additional notifications of policy events for the agent of record. When a customer calls in or makes the following changes to their policy, an email will be generated to the agent notifying them of the change. This will help in monitoring your clients’ policies and allow you to have upfront knowledge of policy changes and/or cancellations. Effectively immediately, you will now be receiving emails on the following policy events: Policy Events Policy Value Inquiry Mode Changes Returned Premium Notice Term Conversion Premium Change Beneficiary Change Activity Policy
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TOMORROW! Special Double-Header Featuring Harry Crosby
Join us for ONE or BOTH special sessions! Don’t miss your chance to join senior market guru Harry Crosby for this very special webinar. Harry knows that agents across the country are missing out on the opportunity to earn TENS OF THOUSANDS of extra commission dollars — all without meeting with ANY additional prospects! Let Harry use his MANY years of leadership and top sales experience to show you WHY & HOW to win with Critical Cash. Learn how simple it can be to help more people – and earn more money – with this product. First Up 11 –
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When Medicare Supplement Insurance Isn’t Enough
Nearly everyone knows someone who has been affected by cancer or heart disease. And people who are 65 and older have a higher risk of contracting these conditions. Mutual of Omaha’s Critical Advantage Portfolio can help. A Cancer and/or Heart Attack and Stroke policy has a lifetime coverage option that can be issued up to age 89. Benefits are paid upon first diagnosis of any covered condition and are paid directly to your client. Explain to your Med Supp clients how a cancer and/or heart attack and stroke policy will be a great complement to their existing coverage. For more
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