You now have access to your monthly persistency and placement performance on Sales Professional Access (www.mutualofomaha.com/broker).
The report is easy to find, simply log in to Sales Professional Access. Click on the Reports Tab, then scroll down to the Persistency/Placement Reporting section.
You will be able to search and export the reports as well as drill down by hierarchy.
Take a look at our Placement and Persistency Reports Guide for screenshots and the basics of how to access and navigate the reports.
We’re pleased to provide reporting that helps you stay up-to-date and able to monitor your performance.
Please contact Mutual of Omaha if you have any questions: (800) 693-6083 or firstname.lastname@example.org.