Critical Illness Policy PDFs are Being Emailed

Mutual of Omaha is now sending emails containing links to PDF copies of all critical illness policies. The email will be sent within 24 hours of policy issue and will be sent directly to the client, the writing agent, the top level marketer and any authorized user designated by the writing agent or the top-level marketer with full access to Sales Professional Access.

This email process will be in addition to the current paper policy output. The email will contain a link to our Secure Message Portal system allowing access to view the PDF of the policy. Note: This process does not include e-signatures. However, delivery requirements and delivery receipts can be printed and wet signed or electronically signed using one of our approved vendors.