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Mutual of Omaha: Book of Business Download is Here!

Posted by www.psmbrokerage.com Admin on Fri, Apr 28, 2023 @ 02:20 PM

 

The Book of Business Download is Here!

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. Mutual of Omaha'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.

Why Use the Book of Business Download?

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 the flyer for details on how to use the Book of Business download.

View the Book of Business Flyer

Note: If you currently have pop-ups blocked on your internet browser, you will need to change the setting to "Allow" to see Book of Business on SPA. Policies sold under a Special Agent contract are not accessible to the writing Special Agent.

 

 

 

 

 

 

Tags: Mutual of Omaha Medicare Supplement

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