Email Submission for Paper Applications

Sending a fax can be time-consuming and frustrating, that’s why we are pleased to announce paper applications can now be submitted via email. This update is effective immediately and available for all Life products and Health products, excluding Medicare Supplement, Medicare Advantage, Prescription Drug Plans and Long Term Care. While this new capability will streamline the submission process there are some very important steps to follow in order to make sure applications are being submitted correctly and securely. Please ensure you follow this guide when submitting new business and additional requirements via email. Thank you for your business and if
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Categories: Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Oklahoma Now a Pre-Appointment State

Effective November 1, 2019, the state of Oklahoma updated their state regulations to move Oklahoma to a pre-appointment state. This means that if you are writing business in the state of Oklahoma you will be required to have an effective appointment prior to taking an application. All producers currently in the Mutual of Omaha system with a Just-In-Time Oklahoma appointment will be placed in an effective status as of 11/1/2019. All future triggered appointments will be placed in an effective status to meet this regulation change.   If you have questions, please contact Mutual of Omaha’s Producer Services Team at
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Categories: Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).

Thanksgiving Office Closing

Mutual of Omaha and its affiliates (United of Omaha and United World) will be closed on Thursday, Nov. 28, and Friday, Nov. 29, 2019, for the Thanksgiving holiday.   Thanksgiving Office Closing   #goldencareagent #mutualofomaha #thanksgiving
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Categories: Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).

New DVH Product In AK / POS Tool & Member Portal Updates

SureBridge Products Releasing on Wednesday, October 30 • Prime DVH* — AK Please refer to the Supplemental Product & UW Guide, training guides, and brochures on the Broker Portal for product details. See our chart for SureBridge product availability by state.   * Prime DVH Training To best serve our customers, please complete the Prime DVH training module prior to selling this product. To verify that you have completed the course, click on the “SB University” tab from the Home page of your Broker Portal. The course will show as “Completed” under the “My Learning” page. If it is not
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Categories: Dental, Industry News, and SureBridge.

RESOLVED Issue with Email Proposals

The issue related to Quote Proposals sent via email has been resolved for newly created proposals. However, there can still be an issue for Email Proposals already generated to customers prior to Saturday, October 12, 2019. Therefore, we suggest creating new Email Proposals or contact your customers and initiate/start the application process yourself, on their behalf since applications processed by the agent were not incurring this issue. We apologize for any inconvenience you may have experienced during this time. Questions? Contact SureBridge Producer Support by calling 888-797-4447, or by emailing: AgentCommunications@SureBridgeInsurance.com.     #goldencareagent #surebridge
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Categories: Dental, Industry News, and SureBridge.

SureBridge Notification: Additional Carriers Blocking Text Messages

Additional Carriers Blocking Text Messages for “In Person” and “Text” Signature Methods Please be aware, as with T-Mobile and Verizon, more carriers are implementing new security measures that are blocking our text messages containing the 4-digit SMS access codes, and/or the link for new applicants to sign their DocuSign documents. We have been informed that the issue is now occurring with AT&T as well as other carriers, suck as Cricket. Rest assured we are currently working on a solution that will resolve these issues. In the meantime, we suggest customers select “Sign via Email” as their Signature Method as opposed
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Categories: Dental, Industry News, and SureBridge.

New DVH product in California

SureBridge Products Releasing on Friday, September 27 Prime DVH* – CA No application fee when sold as a stand-alone. When sold with another SureBridge supplemental plan, the appropriate application fee will apply. Wellness Rider (for CancerWise Plus & HeartWise) – OH Discontinue Income Protection Direct – MA (Details below) Please refer to the Supplemental Product & UW Guide, training guide, and brochure on the Broker Portal for product details. See our chart for SureBridge product availability by state.   * Mandatory Prime/DVH Training Prior to selling Prime DVH, you must have completed the mandatory SureBridge University product training modules. To
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Categories: Dental, Industry News, and SureBridge.

SureBridge Notification – Fraud, Waste & Abuse: Report A Concern

Fraud, Waste & Abuse:  Report A Concern SureBridge has transitioned our independent, third party anonymous hotline service from ReportIt to EthicsPoint. As a licensed SureBridge insurance agent/producer, you are responsible for reporting suspected cases of fraud, waste and abuse and/or illegal or unethical conduct. Information may be reported on a confidential, anonymous basis by clicking on the by clicking on the “Report It!” button at the bottom of the SureBridge Broker Portal homepage and then clicking on the new link to EthicsPoint. Questions? We’re Here To Help! Contact SureBridge Producer Support by calling 888-797-4447, or by emailing: AgentCommunications@SureBridgeInsurance.com.    
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Categories: Dental, Industry News, and SureBridge.

Reminder Regarding DVH Policy Change Rule

REMINDER: DVH Policy Change Rule Policy changes to or from a Basic/Premiere PPO Dental plan to Prime (DVH) may only be made effective upon the existing Policy Anniversary Date. Applications may be submitted up to 90 calendar days prior to the Policy Anniversary Date. The change to the newer plan will not be effective until the Policy Anniversary Date of the replaced plan. Additionally, commissions paid will be durational, and there will not be an advance.   Questions? We’re Here To Help! Contact SureBridge Producer Support by calling 888-797-4447, or by emailing :AgentCommunications@SureBridgeInsurance.com.     #goldencareagent #surebridge
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Categories: Dental, Industry News, and SureBridge.

Producer Tech Support – Amazon Connect

Mutual of Omaha has upgraded its technologies to provide a better customer service experience by implementing Amazon Connect for our broker technical support calls. This same platform was introduced a few months ago to support customer service calls in contact centers throughout the organization. As of Thursday, August 1, brokers who call Producer Tech Support will interact with the new system. A few notes about this update: The Tech Support email option will continue to operate as usual. The option to chat with Tech Support will be removed. The option to leave a voicemail will be removed. Brokers will need
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Categories: Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).