What is happening?
Mutual of Omaha has implemented Just-In-Time (JIT) contracting and appointment status for Montana and Pennsylvania. JIT appointments allow Mutual of Omaha to hold the producer appointment until the producer submits business.
What does this mean?
Montana and Pennsylvania are pre-appointment states and they require a producer to have an approved and effective state appointment when submitting new business applications in these states.
If you are writing business in Montana or Pennsylvania, you are responsible for contacting Mutual of Omaha to request your state appointment be placed into effective status prior to signing the application.
What do we need from you?
Effective immediately, please contact Mutual of Omaha Producer Services via phone at 800-867-6873 or send an email to PAMTAPPTS@MUTUALOFOMAHA.COM to request your state (Montana/Pennsylvania) appointment be placed into effective status prior to signing or dating a new business application. Your appointment request will immediately be processed via phone or managed daily through email.
If you have questions, please contact your Producer Services at 800-867-6873.
Important Contracting and Pre-Appointment Requirement for Montana and Pennsylvania