New Feature in OneSource Online (OSO) – Make Policy Changes Online

Beginning this month, a new feature will be added to the policy page in OSO. You will now have the option to make an Online Service Request on behalf of your client instead of ordering a paper form to be sent to the client or taking a service form to a client in person. Transactions available include making address, beneficiary or bank draft changes as well as requesting loans, dividends, and dividend changes. The benefits to using the Online Service Request are very similar to the benefits of eApp and result in greater speed, accuracy and overall ease of doing business. Similar to e-app, the agent can initiate a transaction which is then routed to the client via email for the client’s e-signature. After e-signature, it is routed automatically to the Home Office for processing. Eliminate paper forms, speed up the process, reduce the opportunity for errors, and improve the experience for your clients! For more information, please watch this short video.