As of April 27th, the new Book of Business download IS HERE!!! You’re busy each day meeting with clients and submitting business. The last thing you want to do is spend a lot of time figuring out what types of policies each of your clients have.
Worry no more! Our new Book of Business download on Sales Professional Access (SPA) will provide what you have been wanting—a complete list of the in-force Mutual of Omaha policies* you have sold in one easy-to-sort file.
To learn more about this new feature, review the Book of Business Instructional Flyer.
*Prescription Drug Plans and Mutual Income Solutions information are not available at this time. We are working to add the information on those plans to the Book of Business download in the future.