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Mutual of Omaha: Don’t Miss Out – MA and PDP Marketing Opportunity

Posted by www.psmbrokerage.com Admin on Wed, Aug 29, 2018 @ 03:09 PM

Mutual of Omaha MA and PDP Opportunity

Now that you have heard the buzz, let's get down to work!

Mutual of Omaha will be in the market this fall with their new Medicare Advantage product in the Cincinnati/Northern Kentucky and San Antonio markets and a Prescription Drug Plan  product available nationwide, except New York and the U.S. territories. Click on the links to view more details.

Here’s what you need to know so you don’t miss out on these great opportunities.

There are three steps in being ‘Ready to Sell’

Step 1: Contracting
If you are currently contracted to sell our Medicare supplement product contact your marketer about being contracted to sell Medicare Advantage underwritten by Mutual of Omaha Medicare Advantage Company (MOMAC) and/or Prescription Drug Plans underwritten by Omaha Health Insurance Company (OHIC).

Step 2: AHIP Certification
Links to the AHIP certification can be found on Sales Professional Access (SPA) www.mutualofomaha.com.

Select:  Product – Medicare Solutions – Sales Tools – Product Education – AHIP Training.

Receive a $50 discount when completing this training through the Mutual producer portal. 

Step 3: Product Training
Links to the product training can be found on SPA

Medicare Advantage
Select: Product – Medicare Solutions – Medicare Advantage – Under Product Training click on 2019 Product Training. In order to access the training link, in the state drop down box you must select either Ohio, Kentucky or Texas otherwise the link will not appear.

Prescription Drug Plans
Select: Product – Medicare Solutions – Prescription Drug Plans – Under Product Training click on 2019 Product Training. The training link can be accessed when selecting any state except New York.

MA and PDP training is not state specific. Regardless of the state selected to access the training links, there is only one MA product training module and one PDP training module.


  • Product training links are only accessible to agents who have signed and submitted the MOMAC/OHIC contract.
  • When accessing the training links, an agent must have a SPA login account that was established with their Mutual of Omaha personal production number.
  • For corporate entities, the principal must complete the training and MUSThave a SPA login account that was established with their Mutual of Omaha personal production number. Training cannot be taken via a SPA login account established with the corporation’s production number.
  • Allow adequate time to review the training materials and complete the test. Once you begin the training you MUST complete it. You cannot save it and return at a later time to finish.Also, if the system is left idle for a period of time it will timeout and that will be considered an attempt.

Enrollment Kits

When all three steps are complete you will receive a Welcome packet notification via email that you are ‘Ready to Sell.’

  • Medicare Advantage enrollment kits will be available to pre-order in early September with delivery the last week of September.
  • For all Ready to Sell producers as of Sept 15, Mutual will auto-fulfill an order for five PDP enrollment kits with delivery the last week of September.

Watch Express for further details on ordering additional marketing materials.

Don’t miss out – October 1, is just around the corner.

  • Get contracted
  • Get certified
  • Get trained

The sooner the better!

Additional Updates:

Tags: Medicare Advantage, Part D, mutual of omaha

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