MOO Information
Life Email Address
mycustomerservice@mutualofomaha.com
Used when placing a stop
SBR
BE code for a social service request
090
Has premiums that do not change
Whole life
Screen to place a stop
POLM
General Phone Number
8007756000
BE code used when PO wants forms sent out and policy is on RPU or lapsed
409
Can a grandchild call in on their grandparent's policy? Grandparent is PO
Not without authorization
Cannot pay with a card
CL/New York Policies
Screen to view total premiums
POLIT
Life Dept Fax Number
402-997-1906
BE code used when a check needs to be reissued
817
Your response to payor asking to cancel a policy
Cannot cancel without PO's permission, but can place a stop on payments
Does not earn cash value
Term
Process to remove a stop
Place asterisk on top of 2 and hit enter
MOO CEO
James Blackledge
CAU
Caller states they dont remember their policy number and the only verifier they can give you is their DOB. All they want is to change the address what do you advise?
Call back with a second verifier to make any changes. If they have access to online portal can also do it there
Can increase policy face value within 40 days
DTC sold policies
Screen to view cost of insurance/past premiums
POLH
What year was Mutual of Omaha created?
1909
BE code used when policy owner calls in requesting a reproposal
461
PO calls in upset asking why premium will go from $100 to $2,000.You find it is a term policy, what do you advise?
PO's term premium was only set for x years (copy of chart is in their policy). They can terminate, continue, or speak with their agent to talk about converting or getting a new pol. If on abp we can offer to place a stop while they think about it.
Have a 61 day grace period
IUL and UL
Screen and session used to view agent information
SUMI and session Z