Starting on January 20, 2019, your clients can start using the new online scheduling portal to schedule their telephone interview if it is needed from underwriting.
The online scheduling portal works like this:
- Application is received by Mutual of Omaha that includes an email address
- An email is sent out within 24 hours to the applicant
- Email contains a link to an online telephone interview schedule request
- Applicant selects the time and date of the telephone interview
- Interview is scheduled, and confirmation sent out
If your clients do not respond to the online email option or don’t provide an email address, the usual process of outbound call scheduling will take place.
The Next Steps flyer has been updated to reflect this new way to schedule the telephone interview.
Download the flyer here or order through normal ordering channels.
LTCi Underwriting Process Improvement
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