It hasn’t taken long for Mutual of Omaha’s Book of Business download to climb the best-seller list!
With the Book of Business download, you can easily download a complete list of the inforce Mutual of Omaha policies* you have sold in one easy-to-sort file. Having the sortable information in one place keep you better informed about your clients’ coverages and better positions you to answer any questions they may have about their policies.
Don’t forget to check out the Book of Business Download! To learn more about the new feature, we have created a Book of Business Instructional Flyer.
*Prescription Drug Plans and Mutual Income Solutions information are not available at this time. We are working to add the information on those plans to the Book of Business download in the future.
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