Paper Application Submission via Email

In November, we streamlined the submission process for all Life products and Health products (excluding Medicare Supplement, Medicare Advantage, Prescription Drug Plans and Long Term Care) by introducing the ability to submit paper applications and additional requirements via email. As a reminder, when utilizing the email options to submit either new business or additional requirements: Attachments must be in TIF or PDP file format (pictures are not accepted) Emails or attachments cannot be password protected Email subject lines must include either “New App” or the Policy Number “XXXXXXXXX” Multiple attachments must be for the same case file in the email
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Categories: Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Important Changes To SureBridge Agent Emails

Changes to Producer & Agency Welcome Emails and DocuSign Account Activation Reminder Emails Important Updates — We wanted to make you aware of some changes that were recently made to our Producer and Agency Welcome emails and DocuSign Account Activation Reminder emails. Welcome Emails Users will now receive 2 emails: The first email will be the same Welcome email they receive today, with the exception of “Your password will be delivered in a separate email” replaced the Password line. The second email will contain their temporary password. Welcome email will CC the immediate reporting authority and BC the top level
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Categories: Dental, Industry News, and SureBridge.

SureBridge New DVH Product In Maryland & POS Tool Updates

SureBridge Product Releasing on Friday, February 21 • Prime DVH* — MD Please refer to the Supplemental Product & UW Guide, training guide, 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 “Training” tab from the Home page of your Broker Portal. Next, click on the “SureBridge University” button under LINKS on the right side of the page.
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Categories: Dental, Industry News, and SureBridge.

SureBridge New DVH Product In MT, NC, VA & POS Tool Updates

SureBridge Products Releasing on Friday, January 24 • Prime DVH* — MT, NC, VA Please refer to the Supplemental Product & UW Guide, training guide, 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 “Training” tab from the Home page of your Broker Portal. Next, click on the “SureBridge University” button under LINKS on the right side of
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Categories: Dental, Industry News, and SureBridge.

Enhancements to SureBridge University

Enhancements to SureBridge University In an ongoing effort to enhance your training experience, we have made enhancements to SureBridge University. In the SureBridge University link found on the Broker Portal, we added several PowerPoints for the trainings in the “Sales Tool Training” program and “Product Training – Individual Product Courses” program found in your Learning Library. These PowerPoint trainings are now available for agents to download. Additionally, a Voice Enrollment with Voice Signature training was posted to assist agents who may need help with that process. Questions? 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.

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.