Mutual of Omaha is introducing an e-App Storefront and a new Book of Business download. Here's what you need to know.
Great news: Mutual of Omaha's new e-App Storefront is coming April 30, 2023, to Sales Professional Access.
With the storefront, you can easily submit applications, cross sell products and manage your business — all from one central dashboard.
If you're licensed to sell Medicare supplement, dental or prescription drug plans, you're able to use the e-App Storefront. Be on the lookout for the big launch.
In the last 90 days, customer applications that are in the following statuses will be migrated:
The old app will be discontinued when e-App Storefront launches. Use the storefront for all your future applications.
Download this e-App Storefront Guide for more information!
You're busy each day meeting with clients and submitting business. The last thing you want to spend a lot of time on is figuring out what types of policies each of your clients have.
Fret no more. MoO's new Book of Business download is available now, and provides what've you've been wanting - a complete list of the in-force Mutual of Omaha policies you've sold in one easy-to-sort file.
It makes finding information about your clients' in-force policies super easy, so you'll be more informed about your clients' coverages and be positioned to answer any questions about their policies.
Refer to this flyer for details on how to use the Book of Business download.
