Mutual of Omaha launches “Book of Business” download!
The Book of Business Download is Here
The new Book of Business download will be here today, April 27! You're busy each day meeting with clients and submitting business. The last thing you want to do is spend a lot of time figuring out what types of policies each of your clients have. Worry no more! Our new Book of Business download will be available today, on Sales Professional Access (SPA) and provides what you have been wanting--a complete list of the in-force Mutual of Omaha policies you have sold in one easy-to-sort file. To learn more about this new feature, review the Book of Business Instructional Flyer.
*Prescription drug plan and Mutual Income Solutions information will not be available at this time. We are working to add information on those plans to the Book of Business download, in the future. 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.
WHO HAS ACCESS
Users with access to Book of Business Download are producers with active brokerage contracts in the following roles: MGA, Broker, Supported Agent on Record, Assistants with Full or Moderate Access given by the Producer.
Products:
AD (Accidental Death)
Annuity
CI (Critical Illness)
DI (Disability)
Life
LTC (Long Term Care)
Med Supp (Medicare Supplement)
Users with No Access to Book of Business Download:
Special Agents
Terminated Brokers
Brokers with no signed Mutual of Omaha Contract
Assistants with Limited Access assigned by Producer
Admin companies