Have you tried using our Life Insurance for Living brochure? It’s a simple, conversational piece dedicated to exploring life insurance needs for prospects and clients. And, it’s also available in Spanish. View the English version View the Spanish version Contact Mutual of Omaha’s Sales Support Team at 1-800-693-6083 to order your supply today. Start a Conversation About Life Insurance #goldencareagent #mutualofomaha
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Automated Underwriting for Living Promise is Here
As of Saturday, November 17, 2018, Automated Underwriting, our ‘instant decision’ for Living Promise (Final Expense) e-Applications, is live in iPipeline. The Automated Underwriting tool automatically runs in the background on all Living Promise e-Apps while the underwriting questions are being asked. At the end of the process you will have one of the following decisions: Approved (with Level benefit) Approved (with Graded benefit) Referred to Underwriting (you or your client will be contacted for more information) Declined Get Trained on the Updated e-App We have two, Producer-Use Only, training videos available — one for in-person signatures and one for
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We’ve Extended Our Initial Draft Deferred Payment Date
Life Insurance As of November 17, 2018, we extended our initial draft deferred payments option from 30 days to 35 days. This can help your clients who are trying to align their life insurance premium payments with their Social Security deposit. If you have questions, please contact your Mutual of Omaha Sales Director or Account Executive. We’ve Extended Our Initial Draft Deferred Payment Date #goldencareagent #mutualofomaha
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Happy Thanksgiving from Gerber Life
Happy Thanksgiving from Gerber Life #goldencareagent #gerber
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Policy Delivery Receipt Requirements
Change to Virginia Delivery Receipt Process We wanted to inform you about a recent change to the delivery receipt process in Virginia: If the delivery receipt is not returned within 30 days, a letter, a copy of the delivery receipt and a postage paid envelope will be sent directly to the customer requesting the delivery receipt be signed and returned to United of Omaha. This process applies to policies that were originally sent directly to the client via the United States Postal Service and policies originally mailed to the agent. States Requiring Delivery Receipts As a reminder, a signed
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New Amazon Connect Experience for Individual Service and Claims
We are excited to announce that we will deploy a new contact experience leveraging Amazon Connect in our Individual Life and Health Operations and Individual Life and Cancer/Hospital Claims call centers the evening of Wednesday, November 28th. When customers or agents place a call to these call centers starting Thursday, November 29, 2018, they will hear the new Amazon Connect experience. The number they call in to will not change, only the experience will change. We encourage you to share this information with your customers. Here’s How it Works: The New Call Flow Experience document depicts the new call
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Mutual of Omaha’s Mobile Quote App
Don’t forget – you can quickly and easy access pricing for a variety of Mutual of Omaha’s insurance products using the Mobile Quote tool. Quickly run quotes for your clients whenever, wherever with Omaha’s easy-to-use mobile app, available Android and Apple devices. Plus, it allows you to customize the product view to product you sell. DOWNLOAD THE APP TODAY > Requires iOS10 or Android 4.4 and up. CURRENTLY AVAILABLE: > Children’s Whole Life > Critical Advantage > Dental > Guaranteed ADvantage > Guaranteed Universal Life > Guaranteed Universal Life Express > Living Promise > Long-Term Care Insurance > Medicare Supplement >
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Securian – November Life Lines
Long-Term Care Awareness Month! November is Long-Term Care Awareness Month! This is the perfect time to help your clients learn more about long-term care insurance and help them find affordable solutions to their long-term care needs. Of course, the first step to finding a solution is understanding the problem. That’s why we’ve spent our Long-Term Care Awareness Month educating both advisors and consumers about the importance of long-term care: We published an article in the November issue of Broker World magazine about the world of caregiving. If you missed the article, you can read it below. Three interview segments about
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Training is Now Available for Automated Underwriting
We will soon offer Automated Underwriting for Living Promise Whole Life Insurance e-Applications. We want you to be prepared so we created two brand new Producer Use Only training videos showcasing the in’s and out’s of the updated e-Application. The training videos not only give you a sneak peek at the updated application but they will walk you through step by step how to complete a Living Promise e-App. Plus, you can either choose to watch the videos in their entirety or skip to the sections that pertain to you. If you are completing the e-App in person: https://www.brainshark.com/mutualofomaha/vu?pi=zJ9zqmkqxzkVyz0 If
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Changes to Gerber’s Agent Portal Make Submitting Multiple Policies Easier
Gerber Life Introduces Cross-Tab Functionaility on the Agent Portal What is Cross-Tab Functionality? Cross-Tab functionality allows Agents to complete multiple quotes and applications without having to re-enter the client’s information. How Does it Work? Complete a product quote Print or Save the quote Choose another product tab Client information pre-populates in the new product tab The client’s information will also pre-populate after an application has been submitted if you choose to do another application. Quote data is removed when an Agent returns to their Home Dashboard. Changes to Gerber’s Agent Portal Make Submitting Multiple Policies Easier #goldencareagent
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