Attention Pennsylvania and Montana Agents: Important Contracting and Pre-Appointment Requirement!

What is happening? Mutual of Omaha has implemented Just-In-Time (JIT) contracting and appointment status for Montana and Pennsylvania. JIT appointments allow Mutual of Omaha to hold the producer appointment until the producer submits business. What does this mean? Montana and Pennsylvania are pre-appointment states and they require a producer to have an approved and effective state appointment when submitting new business applications in these states. If you are writing business in Montana or Pennsylvania, you are responsible for contacting Mutual of Omaha to request your state appointment be placed into effective status prior to signing the application. What do we
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).

Important Contracting and Pre-Appointment Requirement for Montana and Pennsylvania

What is happening? Mutual of Omaha has implemented Just-In-Time (JIT) contracting and appointment status for Montana and Pennsylvania. JIT appointments allow Mutual of Omaha to hold the producer appointment until the producer submits business.   What does this mean? Montana and Pennsylvania are pre-appointment states and they require a producer to have an approved and effective state appointment when submitting new business applications in these states. If you are writing business in Montana or Pennsylvania, you are responsible for contacting Mutual of Omaha to request your state appointment be placed into effective status prior to signing the application.   What
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).

Are you using GTL’s e-App?

Write more business and get paid faster with GTL’s e-App!   Available for download on Apple, Android, Windows 10 and browsers! Quote and Submit Business Quickly and easily run quotes and submit applications right from your mobile device. Straight-Through Processing Access approved policies in a matter of minutes after submission. Order and Download Supplies Order supplies and access marketing materials in a few clicks. Access Training Materials Watch and register for GTL’s Agent product training webinars.   Contact GTL’s Sales Support with any questions by texting or calling (800) 323-6907, or email agency@gtlic.com.   #goldencareagent #gtl
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Categories: Critical Illness, Guarantee Trust Life, Hospital Indemnity Plan, Industry News, Life Insurance, Medicare Supp./Adv., and Short-Term Care.

ClearCert: New LTCi Training Certification Tool

Effective August 25, 2022, Mutual of Omaha enlisted the services of ClearCert for Long-Term Care training certification requirements. What is ClearCert? ClearCert is an import tool that allows us to track certifications. Training certifications will automatically be uploaded and recorded in the Mutual of Omaha Producer Services system if the vendor they completed the Long-Term Care training through is a ClearCert subscriber. The automated process will ensure a faster turnaround time for both the contracting and underwriting processes and align with state training requirements This new process will apply to all states except the 10 listed below: Connecticut District of
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).

LTC Time Service Update

Mutual of Omaha would like to thank you for the business we have received, and continue to receive, due to your partnership! We are committed to keeping you updated on our service times. Our current time service levels are listed below. Please note that business days do not include weekends. Current Long-Term Care Service Levels: Application Entry: Within 3 business days New Business Review: Within 24 hours of receipt Pending Requirements Reviewed: Within 2 business days Approve to Issue Time: Within 2 business days Emails and Phone Calls Returned: Within 24 hours of receipt Tools to Help Here are some
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).

How We Stack Up to the Competition

Our How We Stack Up to the Competition Brochure This brochure outlines some of the competitive advantages you get when working with a carrier fully committed to traditional LTCi. From the training and support we provide to our financial strength and experience in the LTCi world… it’s all there. See the details.   If you have questions, please contact your Sales Director or Account Executive.   How We Stack Up to the Competition   #goldencareagent #mutualofomaha
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).

Long-Term Care Time Service Update

In January, we notified you that we were experiencing delays in the processing of long-term care insurance applications. In our commitment to provide you with the quality of service you have come to expect, we have hired and trained additional case managers to ensure your business is handled properly and as quickly as possible. We are pleased to announce that our long-term care insurance application service levels have returned to normal operating times, including face-to-face assessments and telephone interviews. Currently, we are seeing nearly 90% of telephone interviews being scheduled through our newly released text messaging process. Thank you for
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).

Mutual of Omaha Advanced Markets – 2022 Tax Guide

It’s that time of year again! A new year means a new tax guide from Mutual of Omaha Advanced Markets! The advisor 2022 tax guide will help you plan for your clients throughout the year. A separate client-approved version is available for use with the public, but this one can be a valuable reference tool for you. Keep in mind that the taxes we will all file this Spring are for 2021 and therefore will use the 2021 tax figures. The 2022 updated pieces will help with future planning starting right now. Call us in Advanced Markets if we can
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Categories: COVID-19, Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).

Long-Term Care Time Service Update

Mutual of Omaha would like to thank you for your Long-Term Care business and the trust you put in us. We are aware that our Long-Term Care application service levels are not where you expect them to be. With our commitment to providing you the quality of service you have come to expect, we are hiring and training additional case managers to help with the workload to ensure your business is handled properly and as quickly as possible. In addition, due to the recent Omicron COVID-19 variant, our Long-Term Care vendor partners are experiencing delays in time service. Significant staffing
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Categories: COVID-19, Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).