We’ve got good news! We are making it even easier for agents and brokers to submit their first piece of business with OneAmerica Financial.

Starting Saturday, Feb. 15, we are allowing any producer who has submitted appointment paperwork to register for access to our producer portal, OneSource Online (OSO). This will help them:

Run and save quotes.
Create proposals and interactive sales stories for use with clients.
Build cases, and – when ready – submit the eApps.
Access our full resource library for agents and clients.

The process will be simple on the producer’s side, but we may need your assistance to ensure they get the necessary information. Please review the process below for complete details.

Here’s how it works

The first step to getting OSO access is submitting the agent State Life contracting paperwork, even if the agent does not have an application to submit yet.
Our team will process the paperwork, place the agent in a “Just-in-Time” appointment status, and send an email notification that includes OSO registration instructions. On average, this will take 5-7 business days.
Important: We will continue to respect your organization’s preferences for communication with agents. If you’ve directed us to send all correspondence to your team, we will need your help to pass on the registration instructions to your agents and advisors.
Since eligible individuals are not yet appointed with us, they will need to use their National Producer Number (NPN) and Social Security Number to verify their identity on the registration page. See our Registration Guide for full details.

Once the agent has submitted their first piece of business, we will complete the appointment process and provide an active agent code.

While we hope your agents will register quickly for OSO and submit business, it is good to know that both the appointment paperwork and ability to access OSO are good for one calendar year.

Access to OneSource Online Just got Easier