One objection you may get from clients on DI coverage is that it’s just too complicated. Introduce these clients to Priority Income Protection®. Priority Income Protection® is basically DI made easy. It’s a straight forward product with no riders, occupation classes, medical exams or financial document needed. Coverage is usually issues in days and there is even an e-App you can use to get a quote and submit an app. You can see the other great advantages to PIP by clicking here. If you have any questions, please contact Mutual of Omaha’s Sales Support at (800) 693-6083 or sales.support@mutualofomaha.com.
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Update Contact Information on SPA
Is your contact information up to date? Ensure we have your current contact information. This information is used when completing e-Applications, for promotional mailings or email announcements we may send. It only takes a few minutes to verify/change your contact information we have on file: Log on to Sales Professional Access (www.mutualofomaha.com/broker) In the upper right-hand corner, select the image of the person Select “Profile” Review your information Update as needed your email address, mailing addresses and/or phone numbers After the change(s) are made, click “Update” It’s that easy to ensure we have your correct contact information. If you have
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Premium Payment Emails to Begin 10 Days Prior to Withdrawal Date
Effective May 1, 2018, premium payment reminder emails will be sent to all individual life and health policyholders approximately 10 days prior to the withdrawal date. Previously, this email was only sent to life customers who have registered on Customer Access. With this change, all individual life and health policyholders who pay their renewal premiums via automatic deduction and who have a deliverable email address in our records will receive this email. If you have any questions, please contact Mutual of Omaha’s Customer Service at 800-775-6000. Premium Payment Emails to Begin 10 Days Prior to Withdrawal Date #goldencareagent
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Omaha: Mobile Quotes Updates
In order to provide you with the best quoting experience, we continue to improve and upgrade the features of our Quotes for Sales Professionals mobile quoting app. Unfortunately, if you are running an old version of the mobile app, you may be missing out on some of our great new functionality. As of April 23, 2018, the following versions of the mobile app will no longer be supported: 0.0.5 0.0.6 1.0.5 1.2.3 1.2.25 1.2.39 1.3.40 1.3.58 1.3.70 1.3.97 1.3.107 2.0.11 2.0.24 2.0.35 2.0.48 2.0.53 2.0.57 2.0.66 2.0.76 2.0.77 2.1.18 2.2.5 2.3.8 2.4.17 The current version of the mobile app is
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Have you tried the Priority Income Protection® e-App?
Here is why you should be using the PIP e-App on all your app submissions: Has a fast quote tool so clients can choose the plan and premium to fit their budget Saves you time and ensures accuracy Conveniently includes all required forms Helpful definitions are provided wherever you see a question mark symbol Auto-save function retains all information as you complete sections A dashboard shows all your e-Apps in progress Provides quick-issue in days. Fast protection for clients, fast payments for you The Priority Income Protection® e-App Quick Start Guide provides step-by-step information on how to complete the e-App.
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The Marketing Credits Program Just Got Better
More Ways to Earn Marketing Credits Marketing Credits can already be earned for the LTCi and Medicare Supplement applications agent place with Mutual of Omaha and its Affilates. Here’s where it gets even better. Mutual of Omaha now pays marketing credits on many of the collateral products customers may need, including Critical Illness, Cancer, Heart Attack/Stroke, and Priority Income Protection® (Disability Income). While details of how credits are paid vary slightly, one thing is the same… marketing credits help you find more customers and make more sales! It’s like cash in your pocket! Marketing Credits can be used for all
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Priority Income Protection® Underwriting Guide Updates
The Priority Income Protection® underwriting guide has been updated with the following changes: Updated Preparing Quotes to add WinFlex and mobile quote tool Added email and e-App to Application Submission requirements Updated procedure for processing of Incomplete and Declined applications and Premium Processing Click here for the updated underwriting guide, or you can find it on MOD, SPA and forms and materials. If you have any questions, please contact Mutual of Omaha’s Sales Support at (800) 693-6083 or e-email sales.support@mutualofomaha.com. Priority Income Protection® Underwriting Guide Updates #goldencareagent #mutualofomaha
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Ohio Severe Storms – Disaster Notification
Area(s) affected: Ohio Counties: Adams, Athens, Belmont, Brown, Clermont, Columbiana, Gallia, Hamilton, Hocking, Jackson, Jefferson, Lawrence, Meigs, Monroe, Muskingum, Scioto and Washington. Start date: February 19, 2018 End date: May 24, 2018 Mutual of Omaha is in the process of identifying customers affected by this event. A special note will be added to these policies in the near future. The grace period will be extended by an additional 30 days on affected policies as well as a message being added to our eService tool. We will exercise leniency in dealing with our customers that have been affected and allow exceptions
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Now Available – Broker Compensation Statements in Excel Format
Effective immediately, you will be receiving your Broker Compensation Statements in the Excel format as well as the current PDF format you are used to. For those of you who are on daily pay, you may have already noticed of this new enhancement. Your feedback allows us to make changes such as these and remain your carrier of choice. If you have any questions, please contact GoldenCare’s Sales Team at 800-842-7799. Now Available – Broker Compensation Statements in Excel Format #goldencareagent #mutualofomaha > Related: Coming Soon — New Format for Broker Compensation Statements
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Indiana Flooding – Disaster Relief
Disaster Name: Indiana Flooding Area(s) affected: Indiana Counties: Benton, Carroll, Clark, Crawford, Dearborn, Elkhart, Floyd, Fulton, Harrison, Jasper, Jefferson, Lake, Marshall, Ohio, Perry, Pulaski, Spencer, St. Joseph, Starke, Switzerland, Warrick and White. Start date: February 19, 2018 End date: To Be Determined Mutual of Omaha is identifying the customers affected by this event. A special note will be added to these policies in the near future. The grace period will be extended by an additional 60 days on affected policies as well as a special message being added to eService. We need to exercise leniency in dealing with our customers
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