Reminders for Adding Authorized Users on Sales Professional Access

Recently, Mutual of Omaha modernized the way producers and marketers securely access our network and applications by implementing a new platform called Okta. In addition to providing instruction on how to set up Okta, we also provided instruction on adding authorized users to your Sales Professional Access (SPA) account. Because Mutual of Omaha has seen an increase in authorized user requests, we wanted to communicate some reminders, as well as provide a time service estimate, for these requests. If you missed the instructions on how to add an authorized user, click here. Reminders: Once a request to add an authorized
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Categories: Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).

Okta Registration for SPA Reminder

Final Reminder: Effective February 24, 2022, Mutual of Omaha is modernizing the way producers and marketers securely access our network and applications by implementing a new platform called Okta. We encourage you to register for Okta immediately, to avoid business disruption. NOTE: SPA login credentials cannot be shared. This change impacts the agent portal, Sales Professional Access (SPA). Before registering for Okta, make sure your contact information on SPA is current. The contact information on file will be used for authentication. If you are unsure of your contact information on file, click here for instructions on how to check or
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Categories: Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).

SPA Okta Registration Required

The final registration deadline for Okta is extended to February 24, 2022. We encourage you to register for Okta immediately, to avoid business disruption. Okta is a two-factor authentication process. SPA login credentials cannot be shared. Before registering for Okta make sure your contact information on SPA is current. The contact information on file will be used for authentication. Step 1: Verify Contact Information on SPA Log on to Sales Professional Access (www.mutualofomaha.com/broker) In the upper right-hand corner, select the image of the person Select “Profile” Review your information Update as needed your email address, mailing addresses and/or phone numbers
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Categories: Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).

New Okta Verification System

Effective February 24, 2022, Mutual of Omaha is modernizing the way producers and marketers securely access our network and applications by implementing a new platform called Okta. In order to prepare for this change, you must register prior to the transition. This change impacts the agent portal, Sales Professional Access (SPA). IMPORTANT: To register, go to https://login.mutualofomaha.com and follow the prompts. Review the Okta procedure document for more information. After migration you will need to use your username and not your email address to authenticate to these applications. If you do not know your username, you can see it by
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Categories: Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).

REMINDER: New EFT Direct Deposit Requirements

Effective February 1, 2022, Mutual of Omaha will require an electronic deposit for all commission payments. Enrolling in EFT will get you paid in a more timely, secure, and convenient manner with no checks needing to be deposited. Once compensation totals more than $25, we will send an electronic payment directly to the bank that is in your profile on Sales Professional Access. Failure to enroll in EFT will result in your commissions being delayed and will be paid annually in January following the end of a calendar year. Please add or update your electronic deposit information by January 31,
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Categories: Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).

New EFT Direct Deposit Requirements

Effective February 1, 2022, Mutual of Omaha will require an electronic deposit for all commission payments. Enrolling in EFT will get you paid in a more timely, secure, and convenient manner with no checks needing to be deposited. Once compensation totals more than $25, we will send an electronic payment directly to the bank that is in your profile on Sales Professional Access. Failure to enroll in EFT will result in your commissions being delayed and will be paid annually in January following the end of a calendar year. Please add or update your electronic deposit information by January 31,
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Categories: Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).

Thanksgiving Office Closing 2021

Mutual of Omaha and its affiliates (United of Omaha and United World) will be closed on Thursday, Nov. 25, and Friday, Nov. 26, 2021, for the Thanksgiving holiday.   Thanksgiving Office Closing   #goldencareagent #mutualofomaha #happythanksgiving
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Categories: Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).

License and Appointment Additions Made Easier

Effective immediately, Marketers and Producers no longer need to call or email to add or update a license. Up to date license information will be synced daily, ensuring the appropriate appointments are reflected in our system. Auto-Updates: Up to date license information, including newly obtained licenses will load automatically for each state a producer is licensed in Contactless Experience: With an automatic license load, Marketers and Producers will no longer need to take time to submit a request for their information to be added or updated in our system Improved Underwriting Flow: Applications will no longer be held up due
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Categories: Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).

EFT Direct Deposit Changes Coming Soon

Get Paid Sooner! Mutual of Omaha is moving to an electronic deposit for all commission payments. Once compensation totals more than $25, we will send an electronic payment directly to the bank that is in your profile on Sales Professional Access. If you need to change or add your bank information for direct deposit we require this to be done on Sales Professional Access (SPA). Follow these steps: Step 1: Visit www.MutualofOmaha.com/broker and log in Step 2: Click on the person image in the upper right corner Step 3: Select Direct Deposit in the drop-down Step 4: Click Update Step
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Categories: Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).

Updated Hours of Operation for the Client Interview Team

Our Client Interview Team will continue to offer expanded operating hours Monday – Thursday for your convenience. NEW Operating Hours (Effective 8/1/2021) Monday – Thursday: 8:00 a.m. to 8:00 p.m. (CT) Friday: 8:00 a.m. to 5:00 p.m. (CT) Client Interview Team The Client Interview team supports client personal health history interviews for the following product lines: Simplified Issue Life Fully Underwritten Life Critical Illness Disability Income Contact (800) 775-3000: Simplified Issue Life, Fully Underwritten Life, Critical Illness and Disability Income Interviews (800) 749-8652: Disability Income Customer-Assisted e-App Interviews ONLY If you have any questions or concerns, please contact your Sales
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Categories: Critical Illness, Disability Income Insurance, Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).