Upcoming WinFlex Desktop Illustration Software Discontinuation

Beginning January 1, 2021, the WinFlex Desktop software will no longer be available, as Ebix will no longer be providing ongoing support for the Desktop platform. If you are still using the Desktop software to illustrate our life and health insurance products, we encourage you to transition to the WinFlex Web platform as soon as possible. To sign up for WinFlex Web: Go to winflexweb.com and select ‘Register for WinFlex‘. Follow the prompts to register for an account. After registering for your account, you will need to add the companies you sell with. To add companies, select your name in
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Categories: Critical Illness, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, and Mutual of Omaha (& Affiliates).

Email Address on Submitted Applications

This is a reminder to please fill-out your client’s applications completely before submitting for all Mutual of Omaha products. This includes capturing the customer’s email address. We encourage you to use an e-App if it is available for your products. e-Apps are an easy and fast way to submit business and have a field for email address. Most paper applications also have a field for an email address so if you prefer to use a paper application, please make sure you are including the client’s email address if applicable. Thank you for your business.   Email Address on Submitted Applications
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Categories: Critical Illness, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).

Important Information on DI, CI and AD Policy Output Procedures

State government social distancing responses change daily, and it is increasingly difficult to know which of our distribution partners have the ability to maintain back office support for policy receipt and delivery. We also understand that any back-office support you have available today may be forced to discontinue tomorrow as the situation continues to evolve. Therefore, as an interim solution, we will begin mailing all Disability, Critical Illness and Accidental Death insurance policies direct to our customers effective April 11, 2020. This change is being implemented with the best interests of our customers and distribution partners in mind to ensure
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Categories: COVID-19, Critical Illness, Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).

Prospecting Material Can Help You Reach Your Clients

We realize it may be challenging to reach potential and current customers during this time. Mutual of Omaha can help with our consumer prospecting materials. Personalized prospecting materials are available for ordering with your contact information so clients can contact you directly to help them with the coverage they need. Just click on the links below to see the all prospecting material that is available for you. Health Products Critical Advantage self-mailer and postcard Long-Term Care cost of waiting self-mailer and retirement planning self-mailer Priority Income Protection (PIP) self-mailer Life Products Term Life Express (TLE) self-mailer Indexed Universal Life Express
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Categories: Critical Illness, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, and Mutual of Omaha (& Affiliates).

Protecting One’s Largest Investment

Unfortunately, many of your middle-income clients are more likely not prepared for a disruption in their pay – nearly 70 percent of Americans have less than $1,000 in savings and more than one-third have no savings at all. Priority Income Protection® can be their safety net. By providing up to $4,000 in monthly disability income insurance benefits, it’s perfect for middle-income clients. And an easy quote e-application, the application process couldn’t be simpler. Have questions or need a quote? Visit mutualofomaha.com/pip.   Protecting One’s Largest Investment   #goldencareagent #mutualofomaha
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Categories: Disability Income Insurance, Industry News, and Mutual of Omaha (& Affiliates).

Important information from Distribution Compensation

As our Distribution Compensation team members are working remotely due to the Coronavirus, it has given us an opportunity to review some of our processes and modernize our approach with our partners. Effective immediately, if you need to contact broker compensation for any reason, please use the following methods: Phone: 1-800-475-4465 Email: broker.compensation@mutualofomaha.com   NOTE: We are no longer able to receive or process any faxes. Please know we are here to support you and your business. Mutual of Omaha remains fully committed to the industry, to you and our customers. Thank you for your continued trust.   Important information
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Categories: COVID-19, Critical Illness, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).

Important Updates from Customer Service

At Mutual of Omaha, we exist for our customers. That’s why we want you to know that we’re closely monitoring the global coronavirus (COVID-19) outbreak and taking precautionary measures to promote the health and safety of our customers and associates. Although our physical location is closed, we have implemented measures so that business remains as usual for customers. Our associates are working remotely taking calls and processing customer requests. This article includes information regarding: Extending grace periods Processing of policy claims during an extended grace period Life insurance policy coverage during a pandemic Changes to duplicate policy request processing Self-service
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Categories: COVID-19, Critical Illness, Disability Income Insurance, Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).

How to Safely Conduct Business

As we shared with you on March 16, 2020, Mutual of Omaha is practicing social distancing to help protect the health and safety of our associates and ensure uninterrupted service to our customers and you. We encourage you to also do your part to slow the spread of the coronavirus. You’re likely rethinking how you can keep yourself and others safe in a business that’s built on relationships with people and, most often, face-to-face interactions. Mutual of Omaha is offering suggestions on how to continue your business in today’s environment while keeping both you and your clients safe and healthy.
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Categories: COVID-19, Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, Long-Term Care, Medicare Supp./Adv., and Mutual of Omaha (& Affiliates).

Paper Application Submission via Email

In November, we streamlined the submission process for all Life products and Health products (excluding Medicare Supplement, Medicare Advantage, Prescription Drug Plans and Long Term Care) by introducing the ability to submit paper applications and additional requirements via email. As a reminder, when utilizing the email options to submit either new business or additional requirements: Attachments must be in TIF or PDP file format (pictures are not accepted) Emails or attachments cannot be password protected Email subject lines must include either “New App” or the Policy Number “XXXXXXXXX” Multiple attachments must be for the same case file in the email
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Categories: Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Email Submission for Paper Applications

Sending a fax can be time-consuming and frustrating, that’s why we are pleased to announce paper applications can now be submitted via email. This update is effective immediately and available for all Life products and Health products, excluding Medicare Supplement, Medicare Advantage, Prescription Drug Plans and Long Term Care. While this new capability will streamline the submission process there are some very important steps to follow in order to make sure applications are being submitted correctly and securely. Please ensure you follow this guide when submitting new business and additional requirements via email. Thank you for your business and if
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Categories: Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).