August 23, 2023

Enhancements Coming to the Book of Business Tool Effective 08/30/23

Mutual of Omaha, Annuities, Critical Illness, Disability Income, Life Insurance, Long Term Care, Medicare Supplement

As many of you know, you can get a complete list of your in-force policy information in one easy-to-sort file, using Mutual of Omaha’s Book of Business download tool, on Sales Professional Access (SPA). Effective August 30, you will notice some additional enhancements we have made to the Book of Business download tool including the following:

Additional data elements when there is a second writing producer on a policy, to match the elements for the base producer
Annual Premium, Current Interest Rate, Flat Extra Amount additional fields
Additional details in the Plan Type description for Medicare supplement

Be sure to check out the Book of Business download today.

If you need further assistance or have questions on downloading, review our Book of Business Instructional flyer.