Book of Business Download is Here!

You’re busy each day meeting with clients and submitting business. The last thing you want to spend a lot of time on is figuring out what types of policies each of your clients have. 

Fret no more. Our new Book of Business download is available now, and provides what’ve you’ve been wanting – a complete list of the in-force Mutual of Omaha policies* you’ve sold in one easy-to-sort file.

Why Use the Book of Business Download?

It makes finding information about your clients’ in-force policies super easy, so you’ll be more informed about your clients’ coverages and be positioned to answer any questions about their policies. 

Refer to the attached flyer for details on how to use the Book of Business download.