Producer Policy Monitoring and Management Tools

At Mutual of Omaha, we believe feedback is a gift.

In fact, feedback from producers like you is why we’ve worked so hard to upgrade our online management tools and resources.

Which brings us to our latest element for success — Business Management Tools — and how you’ll benefit from recent improvements:

We created a My Business tab in SPA where you can access links for the Policy Management Tool (PMT), Conservation Events and Book of Business, all in one place.
You’ll also find a redesigned Conservation Events page that allows you to download up to 30 days of conservation events.
We enhanced the Book of Business so you can download all in-force policies and save as a PDF or Excel file. You can also print duplicate ID cards for your Medicare supplement clients.

In addition, we updated the Policy Management Tool so you can easily access all your business, including pending and in-force policies. Plus, you can now use the PMT to search for policies by status.

We’re committed to providing an exceptional broker experience. So, doing business with Mutual of Omaha is easy and productive.