Important TLE e-App Transition Update Beginning Wednesday, January 22, 2020, you will begin seeing a blocker page if you try to start a new application in the TLE – Traditional e-App on iPipeline. You can no longer start new applications using the TLE – Traditional e-App. To start a new e-App, please use the updated e-App, TLE – Point of Sale Decision. The blocker page will include the instructions below for completing a new application: Go to the Case Information page Select the “Find Available Products” button Select “Term Life Express Point of Sale Decision” as the product Complete the
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Get Business Submitted Fast with the Critical Advantage e-App
The Critical Advantage e-App is the best way to submit your applications for Critical Illness, Cancer and Heart Attack and Stroke. Here are a few reasons why. Allows you to quote a premium and complete an application at the same time You’re always using correct forms and your applications are completed in good order Provides a paperless “green” experience Simple e-signature process Auto-save functionality A dashboard shows all applications in process Access the Critical Advantage e-App here on Sales Professional Access (SPA) under the Sales Tools tab. If you have questions, please contact your Mutual of Omaha Sales Director
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Ramp up your sales with a product from the Critical Advantage Portfolio
You can still finish the year strong by offering a Critical Illness, Cancer and/or Heart Attack and Stroke product to your current book of business. Medicare Supplement Open Enrollment runs through December 7th. When most seniors are at a time in their lives where income is limited, a Cancer policy is perfect because if pays a lump-sum payment upon diagnosis. This is money that can be used for any out-of-pocket expense such as high deductibles or specialized treatment. Plus, it only takes 3 more questions to apply for a Cancer policy. Find out more information on all Critical Advantage products,
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New GTL e-App Walkthrough Videos Available
Need help walking through the e-App quoting and application process? Need an overview on the new GTLink or supply ordering? See below for new how-to videos! Are you using the GTL e-App this AEP? Our e-App is your digital assistant for all that you need to sell GTL this AEP! If you need help walking through how to use the e-App or Agent Portal, tap the “Agent Help” button on the login screen. By clicking on the button you will have access to every step-by-step video that addresses the most common questions agents have regarding the e-App.
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Coming soon! Flexible payment added to the Critical Advantage e-App
Last month, you heard the news that the pay any day flexible payment option was being added to the Critical Advantage paper application. Now this payment option will be available on the e-application on November 2nd, 2019. This is great news for your clients who prefer to use automatic bank deductions to pay premiums and easier for you to give them this option. Your existing clients that are interested in changing their payment options can log into Customer Access on www.mutualofomaha.com to select their new payment date. Please note, if your customer’s selected date falls on a weekend or holiday,
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New STHHC and Precision Care states now on the e-App
Make sure you have the most up-to-date e-App during your AEP meetings! Please update your e-App to see these new states. If you already updated your e-App earlier toady, you do not need to update again. Download/Update for Apple Devices Download/Update for Android Devices Download/Update for Windows 10 PCs New STHHC and Precision Care states now on the e-App #goldencareagent #gtl
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MutualCare Solutions Portfolio (LTC13) E-App Enhancements
Effective October 12, 2019, MutualCare Solutions (LTC13) applications submitted using the e-application platform through Paperless Solutions Group will now feature an automatic submit process after both the producer and client have signed. During the email signature process If the client signs first, an email will be sent to the producer and marketer that the client signatures are complete. The producer will then need to sign the application and once complete, the application will automatically submit If the producer signs first, an email will be sent to the client to complete their signature. Once the client signs the application, it will
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Critical Advantage Portfolio E-App Enhancements
Effective October 12, 2019, Critical Advantage applications submitted using the e-application platform through Paperless Solutions Group will now feature an automatic submit process after both the producer and client have signed. During the email signature process If the client signs first, an email will be sent to the producer and marketer that the client signatures are complete. The producer will then need to sign the application and once complete, the application will automatically submit If the producer signs first, an email will be sent to the client to complete their signature. Once the client signs the application, it will be
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GTL’s e-App is Your Own AEP Digital Assistant
The GTL e-App is your own digital assistant to help you sell GTL during AEP! Please make sure you have the latest version of the e-App for your client meetings. Download/Update for Apple Devices Download/Update for Android Devices Download/Update for Windows 10 PCs Unsure how to download, register or log in? The GTL e-App and Agent Portal have an “Agent Help” button on the login screen. By clicking on the button you will have access to step-by-step videos that address the most common questions agents have regarding the e-App. Need to order supplies, download marketing materials or access
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Quote GTL’s products offline with the Windows 10 App!
The power of GTL’s mobile e-App is available on your Windows 10 PC! Click Here for How to Download Not sure if you have the Windows 10 operating system (OS) on your PC? Click here to find out. Important Things to Know No Microsoft account needed to download the e-App. You can download quotes to your desktop to print off or email to your clients. Internet access is required in order to access GTLink and any other external online features. This e-App is available for Windows 10 PCs only. When connected to the internet, the e-App can submit any
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