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Get In-Force Policy Information Easier Than Ever
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Remember the Staples commercials where one push of the red Easy button organized things in an instant?
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Here's some great news. You'll soon have the opportunity to feel what it's like to get information in a snap when our Book of Business download launches.
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With a Book of Business download, you'll get a complete list of the in-force Mutual of Omaha policies* you've sold in one easy-to-sort file. This is an option you've asked for, and we're proud to deliver.
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You'll receive an announcement when the Book of Business download is ready to use. Then it's a couple clicks of a button, and you'll have a list of all in-force policies you've sold. It'll be that easy!
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Randy Mousel Senior Vice President Brokerage Sales
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Tess Grace Senior Vice President Brokerage Sales
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