Now that the Annual Enrollment Period (AEP) has come to an end, it’s the perfect time to refocus on the resources available to help you succeed, when doing business with Mutual of Omaha. From sales tools to essential forms, Mutual of Omaha offers a variety of materials designed to streamline your business, enhance your productivity, and reach more potential customers.

Sales Professional Access (SPA)
Most of the tools and services you need to do business efficiently with Mutual of Omaha can be conveniently found within SPA. The platform serves as a one-stop shop for accessing valuable resources, managing your sales, and staying informed. You can also find helpful guides, preapproved social media posts, and so much more. From SPA, you can access Forms and Materials.

Forms and Materials
Forms and Materials is a comprehensive resource to assist you when doing business with Mutual of Omaha. This page dedicated to New Business, Marketing or Prospecting, and Policyowner Service materials. When you land on the Forms and Materials home page, you can search for a variety of Senior Health Solutions products, not just Medicare supplement. Whether you are looking for brochures, applications, flyers, or order forms to customize materials for you and your business, it is all located in Forms and Materials.

Once logged into SPA, accessing Forms and Materials is simple:

  1. Look for the Forms and Materials link on the left-hand side of your SPA homepage under the Sales Tools
  2. Hover over the Sales and Marketing tab at the top of any SPA page and click the Forms and Materials link
  3. Scroll to the bottom of any Medicare Solutions pages to locate the Resources header and box. Inside the Resources box, there is a link to take you directly to Forms and Materials.

Take a moment to refresh yourself on Forms and Materials to ensure you are fully equipped for the year ahead.

Mutual of Omaha’s Resources: Forms and Materials
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