Monday, February 10, 2014

Mutual of Omaha - E-app Update Reminder

Temporary ID Card:
Your client will have the option to receive a temporary Med supp ID card via email once their e-App status is App Issue in Progress.

On the Application Information page, you ask your client if they wish to receive a temporary ID card via email. If they say ‘yes’ and they didn’t give you an email address earlier, you will be prompted to provide an email address (it’s required for this service).

Once an application status is App Issue in Progress, you and your client will receive an email with the privacy information and a link to ‘View Message.” Clicking the link opens an email with a temporary ID card PDF attachment. Your client can print and use the temporary ID with providers until they receive their permanent card.

Training Manual<http://blogs.mutualofomaha.com/express/files/2014/01/BKG-Comprehensive-e-App-Training-Manual.pdf>- available on SPA.

If you haven’t tried the Med Supp e-App start by playing in the Sandbox, go to mutualofomaha.com/broker, “Sales Tools” tab, “Resource” page.

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