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Mutual of Omaha: Medicare Advantage and Part D Enrollment Process

Posted by www.psmbrokerage.com Admin on Wed, Oct 10, 2018 @ 12:09 PM

Mutual of Omaha: Medicare Advantage and Part D Enrollment Process



All Ready to Sell (RTS) agents may begin taking applications for our Mutual of Omaha Rx (PDP) and Mutual of Omaha CareAdvantage (MA) plans effective October 15, 2018. The following provides information on the various application processes for each product.

Please note: Applications must be submitted with 48 hours of the application sign date therefore it is recommended that application be taken electronically whenever possible.

PRESCRIPTION   DRUG PLANS (PDP)

PDP Electronic Application
Access to the PDP electronic application can be found on Sales Professional Access (SPA- www.mutualofomaha.com/broker). On the left navigation bar under Sales Tools, click:

Electronic Applications – Prescription Drug Plans e-Application – Start or Continue e-App.

The link allows access to the application platform where you can create a client profile and provide a quote at this time. However, you will not have access to the enrollment application until October 15.

Click to view the PDP Electronic Application Process

PDP Paper Application
A PDP enrollment packets can be order through regular channels – Fax the Order Form or call Sales Support @ 800-693-6083.

Completed paper enrollment forms can be submitted to Mutual of Omaha via fax or mail. The Scope of Appointment (SOA) should be retained by the agent and a copy must be submitted to Mutual either via Fax or email.

Form

FAX

Email

Mail

Application Enrollment

855-867-6711
(Preferred method of   submission)

N/A

Mutual of Omaha Rx
PO Box 3625
Scranton, PA 18505-9811

Scope of Appointment

402-599-5822

scope@omahapdp.com
(Preferred method of   submission)

N/A

 
All paper enrollment forms MUST be submitted to Mutual of Omaha Rx’s enrollment processor within 48 hours after the signed application date.

 

MEDICARE   ADVANTAGE (MA)

MA Electronic Application
The MA electronic application can be found on the MA producer portal, which is accessible on Sales Professional Access (SPA- www.mutualofomaha.com/broker). On the left navigation bar under Sales Tools, click:

Electronic Applications – Medicare Advantage e-Application – Start or Continue e-App

You may begin taking applications 10/15/18.

Click to view the MA Electronic Application Process 


MA Paper Application
MA paper enrollment applications can be ordered through the MA producer portal via the Store Front.

There are two options for submitting completed paper enrollment applications.

  • Producer Online Quick Entry
    • Log in to the MA Producer Portal on Sales Professional Access (SPA- www.mutualofomaha.com/broker).
    • Select the Start New Application icon
    • Complete the form online and upload your paper documents
    • Mail the paper documents to our enrollment processing center within 48 hours of application signature.

  • Producer Phone Enrollment
    • Once the application has been completed, the producer MUST leave the beneficiary’s house
    • Call Producer Support at 877-259-8657 during business hours (Monday through Friday, 8 a.m. – 5 p.m. CST) and provide details of the application
    • If the application is completed after hours, please call by 11 a.m. on the next business day
    • Producer is limited to three (3) applications per call
    • Be sure to enter the confirmation number in the ‘For Office Use only” section on the last page of the application
    • Mail the application, SOA and Agent Checklist to our enrollment processing center within 48 hours of application signature

A pre-addressed, postage paid envelope is included in every sales kit. Mailing address for paper enrollment applications following submission of paper application via either Producer Online Quick Entry or Phone Enrollment:

Mutual of Omaha Medicare Advantage Company
PO Box 12487
St. Louis, MO  63132-9922



Navigating the PDP Product Training Site

Ready to sell Guidelines


Not appointed to sell Mutual of Omaha Part D plans? Request details here

Additional Updates:
 

Tags: Annual Enrollment Period, Medicare Advantage, Part D, AEP, mutual of omaha

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