At Mutual of Omaha, we understand the importance of supporting producers by providing tools and resources to make doing business with Mutual of Omaha easy and streamlined. Our commitment to delivering an exceptional broker experience means managing policies and accessing policy information is straightforward and efficient.
When finishing up an application using our e-Application storefront, you can download, save, and print the application directly from the Review and Submit page.
If you have already completed the application but are wanting to go back and view details or print the application for your records, Mutual of Omaha has a seamless process for that, too.
Navigating the SPA Page
The Reports home page provides access to a variety of helpful tools. One key feature is the Policy Management Tool:
- Accessing the Policyholder Information
- On the SPA home page, the Policyholder Information link can be found on the left-hand side of the page under the Clients
- Hover over the Reports header at the top of your homepage and click the Policyholder Information This too, will take you to the Reports page where you can search for a specific policy.
- Locating Policies
- You can search for a policy using different criteria, such as:
- Policy Number
- Client’s Name
- Last Four Digits of the Client’s SSN
- Your Name, Producer Number, or NPN Number
- Once you have located the policy, click the View Details This will take you to the Policy Details page, where you can view a digital PDF of the policy. Once the PDF is opened, download, save, or print the policy directly from this page.
- You can search for a policy using different criteria, such as:
By centralizing these tools and processes, we are committed to providing producers with a seamless and efficient experience.
If you have further questions, please contact our Sales Support Team at (800) 693-6083.
Streamlining Policy Management with Mutual of Omaha
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