Last month we launched a time-saving online scheduling portal. This tool enables clients to easily schedule a telephone interview that works for their schedule in just a few clicks.
Here is the new process:
- Application is received by Mutual of Omaha with valid email address
- Email is sent to applicant within 24 hours
- Email contains a link to an online telephone schedule request
- Applicant selects date and time of the telephone interview
- Confirmation email sent to applicant
NOTE: If you do not have an email address for your client, or he or she does not respond to the email request, the usual process of outbound call scheduling will take place.
Personal health interviews are conducted by telephone or face-to-face, depending on age and/or health status. Our “Next Steps” flyer is updated with details, including this new process.
Download the flyer here or order through normal mail ordering channels.
New Telephone Interview Scheduling Portal is Live
#goldencareagent
#mutualofomaha
> Related: LTCi Underwriting Process Improvement
