In order to help you serve your customers more effectively, we now have additional notifications of policy events for the agent of record. When a customer calls in or makes the following changes to their policy, an email will be generated to the agent notifying them of the change. This will help in monitoring your clients’ policies and allow you to have upfront knowledge of policy changes and/or cancellations.

Effectively immediately, you will now be receiving emails on the following policy events:

• Policy Events
  • Policy Value Inquiry
  • Mode Changes
  • Returned Premium Notice
  • Term Conversion
  • Premium Change
  • Beneficiary Change Activity
  • Policy Cancelled due to Death of Insured

If you need to update your email address with Omaha, please email contractsandappointments@mutualofomaha.com.

If you have any questions, please contact Mutual of Omaha’s Sales Support at (800) 693-6083 or e-mail sales.support@mutualofomaha.com.
 

New Agent Notifications for Client Policy Changes
 

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