Ease of e-Apps
As we shared with you on March 16, 2020, Mutual of Omaha is practicing social distancing to help protect the health and safety of our associates and ensure uninterrupted service to our customers and you.
We know you are doing your part as well. This probably includes rethinking how you can keep yourself and others safe in a business that’s built on relationships with people and most often face-to-face interactions.
An easy solution is to write your business using electronic applications – e-App.
If you are new to our Medicare supplement e-App, watch this short video and learn more. Then before you take you first application, play with it in our sandbox. The sandbox is a safe way to become familiar with how the e-App works. You can play with the rate quoter and application and signature options. Use fictitious names and enter your email address as the applicant to see the various communications the e-App generates. Give it a try.
Mutual of Omaha not only offers the convenience of electronic applications for our Medicare supplement products but we also have dental and Prescription Drug Plans e-Apps. All our Medicare solution product e-Apps are easily accessible on Sales Professional Access (SPA) at www.mutualofomaha.com/broker under the Electronic Applications link. There is a dental sandbox to try out as well and a PDP Enrollment Guide for assistance. The Med supp along with dental sandboxes and the PDP guide are found on SPA under the respective product’s electronic application link.
Remember – our electronic applications are ready anytime you and your client are ready. And when you cannot meet face-to-face with your client, you can still do business via e-App and a phone call.
Sales and Training Tools
Because we are actively practicing social distancing and most our associates are working from home, we are replacing our monthly webinars with a video of the month’s topic. The invitation that was sent to register for the monthly webinar will now provide a link to directly view the video.
This month, Sales Manager, Jeremy Grantham, has provided an informational video that presents an overview of SPA. He will navigate you through many of the valuable resources at your fingertips, including policyholder look up information, case status reporting, conservation reporting, Forms and Materials, and information on several of our incentive programs.
These videos, along with several other training videos, are also available on SPA under the Product Training tab and are available to view at any time.