Are You Ready to Level Up?

The Annual Enrollment Period (AEP) is right around the corner, make sure you are ready to level up! We are a few weeks away from the Medicare AEP and now is the perfect time to level up your sales game and thrive during this busy but rewarding time of the year. Beginning October 1, 2024, you can begin taking Medicare supplement applications with a January 1, 2025, effective date. Be sure to utilize all the fantastic tools and resources Mutual of Omaha offers to help you save time, gain efficiency, and get the word out to prospective customers about our products.

Mutual of Omaha offers competitive pricing, a diverse selection of plans, value-added services, and an assortment of resources to help you level up during this year’s AEP. Our e-App storefront and dashboard has everything you need and want to complete and submit applications, promote cross-selling, and help you manage your business effortlessly.

Recently, we announced you no longer need to input your customer’s medication information, to help you save time. We will use any medication and medical history that we obtain from our standard underwriting process from a third party or our internal system and may need to conduct a health interview to discuss those findings before making a decision.

In addition to our efficient e-App storefront and dashboard, we also have crafted additional tools to help you work faster and easier with:

• Mobile Quote App: Instant quotes anywhere, anytime. Our e-App also provides quotes in real-time.
• Book of Business and Policy Management Tools: Access a comprehensive list of all Mutual of Omaha policies you have issued by downloading an Excel file or quickly viewing a policy in PDF format.
• Social Media Hub: Use preapproved social media posts to enhance your online presence.
• Sales Professional Access (SPA): Gain valuable insight and training from our collection of guides, webinars, and podcasts.
• Personalized URLs: A dedicated e-Application page for your customers to seamlessly enroll for Medicare supplement or dental insurance and credits you for the sale.
• Underwriting Support: If you have a question not answered in our Underwriting Guide, you are able to call and speak to an underwriting representative.
• Prospecting Materials: Medicare supplement and dental insurance materials are available to you for customization, including rates in a defined area and your contact information, all free of charge.

Curious about more tools at your disposal? Explore our AEP Guidebook and discover how these tools and resources can help you level up your sales strategy!