The Book of Business download has been enhanced, on Sales Professional Access (SPA) to include a complete list of the inforce Mutual of Omaha policies you have sold now including Prescription Drug Plans and Mutual Income Solutions, effective December 13, 2023. This enhancement will make it even easier to figure out what types of policies your clients may have and prepare to answer any questions.

To learn more about the Book of Business feature, review the Book of Business Instructional Flyer.

 

Updates to the Book of Business Tool
 

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