New Contracting Forms for Mutual of Omaha

Mutual of Omaha Producer Services Department has made the decision to change our background check vendor to Business Information Group, Inc. Updates have been made to our contracts as well as to the Fair Credit Reporting Act (FCRA). Please note, this is not a version change, this is a change that reflects the new background vendor, as well as requirements shown here: Contract Information and Signature Form – Producer Information Section 1 Middle Name Required – if not applicable, a check box has been added to the producer information name section We encourage the producer to complete this as it
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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).

Benefit Change Option for Existing DVH Product Customers

We recently communicated about price adjustments on the SureBridge Prime DVH product for new business and in force policies with customers receiving an increase at 6 months in some states (AK, AL, AZ, CA, CT, DC, GA, ID, IL, KS, KY, ME, MI, MN, MO, ND, NE, NV, OH, OK, PA, SC, TX, UT, VA, WI, WV, and WY). Understanding some budgets may not allow for a rate increase, we are offering an option that may help. Customers who have been impacted by the 6-month rate increase and would like to lower their benefit level to make the premium more
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Categories: Dental, Industry News, and SureBridge.

New Way to Connect to Okta to Update Your Authentication Methods

Mutual of Omaha has modernized the way producers and marketers securely access our network and applications by implementing a new platform called Okta. Once you have successfully created an account in Okta, you can set up or update multi-factor authentication methods (MFA) through your Sales Professional Access (SPA) account. We have made it easier to update or add additional MFA methods by adding a link directly to your Okta MFA settings, on your SPA Profile page (https://login.mutualofomaha.com/enduser/settings). Click here to see step-by-step screen shot instructions. If you have further questions, please contact the service desk at 800-847-9785.   New Way
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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).

Premium Change for SureBridge Prime DVH in More States

After nearly three years of success in the Dental-Vision-Hearing market, the time has come to adjust pricing on the SureBridge Prime DVH product. This premium change will better position the product against rising costs and help ensure its continued success in the DVH space. Effective June 3, 2022, rates for SureBridge Prime DVH plans will be adjusted for new business and existing policies that have been in force for more than 6 months in the states of AK, DC, GA, KS, KY, MI, MO, ND, OH, PA, SC, UT, WI, and WV and after 12 months in the states of
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Categories: Dental, Industry News, and SureBridge.

Correction: Premium Change for SureBridge Prime DVH

We previously notified you of a rate adjustment in the pricing of the SureBridge Prime DVH product, effective May 6, 2022, for new business. We also indicated that premiums would change on this same date for existing policies that have been in force for more than 12 months in the states of AL, AZ, CT, ID, IL, MN, NE, OK, and WY. CORRECTION: The premium change for existing policies in the states shown above will take place after they have been in force for more than 6 months, not 12 months. The letters sent to your customers are correct. This
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Categories: Dental, Industry News, and SureBridge.

Billing Changes and New Customer Website for SureBridge New Business Only

Starting on May 6, 2022, applications received for SureBridge supplemental products will have a new billing process and customer website for Alabama, Arizona, Connecticut, Florida, Indiana, Michigan, New Hampshire, Oklahoma, South Carolina, Utah and Virginia. These updates apply to NEW customers only and do not affect current customers. There are no changes for business dated prior to May 6th. Click here for more important details about the following items: New customer billing draft date and pro-rated premium New customer website (mysurebridgeinsurance.com) We encourage you to become familiar with how billing for new business will differ from that of previous business
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Categories: Dental, Industry News, and SureBridge.

New Contact Information Section on SPA

You can now easily find Mutual of Omaha contact information on Sales Professional Access (SPA). Go to the Sales & Marketing tab and under the Connect section, select product type and you will find an easy-to-navigate page with all the contacts you need in one spot.   New Contact Information Section on SPA   #goldencareagent #mutualofomaha
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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).

Billing Changes and New Customer Website for SureBridge New Business Only

Starting on April 8, 2022, applications received for SureBridge supplemental products will have a new billing process and customer website for Alaska, Arkansas, Delaware, District of Columbia, Idaho, Iowa, Kansas, Kentucky, Louisiana, Maine, Minnesota, Mississippi, Nebraska, Nevada, North Dakota, Oregon, South Dakota, West Virginia, and Wyoming. These updates apply to NEW customers only and do not affect current customers. There are no changes for business dated prior to April 8. Click here for more important details about the following items: New customer billing draft date and pro-rated premium New customer website (mysurebridgeinsurance.com) We encourage you to become familiar with how
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Categories: Dental, Industry News, and SureBridge.

We’ve increased comp on dental sales

Big News: Mutual of Omaha Increases Dental Comp Here’s something that’s sure to put a smile on your face — Mutual of Omaha has increased compensation on dental insurance sales! When you sell a Mutual of Omaha dental insurance policy*, you’ll earn not one…not two…how about THREE “extras”: Extra compensation that puts more money in your pocket Extra incentive credits that can help you reach your goal of qualifying for a 2023 Mutual Sales Leaders trip to Maui An extra 2% of dental ANBP in marketing credits when you sell a dental policy with a Med supp policy Our two
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Categories: Dental, Industry News, and Mutual of Omaha (& Affiliates).

New Enhancement for the SureBridge eSignature Process

On March 25, 2022, an enhancement will be made to our eSignature process within the Point-of-Sale (POS) Tool. This update will be seamless and require no extra work from you. We are excited to share how this enhancement will simplify the electronic signature process for both you and your client. How will this simplify eSignature? You will no longer need to activate or maintain a DocuSign account for SureBridge applications Clients will no longer need to sign through DocuSign; the eSignature will take place directly below the application in the POS tool There will be no changes to the quoting
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Categories: Dental, Industry News, and SureBridge.