Mutual of Omaha’s License & Appointment Additions Made Easier for You!

Effective 10/13/2021 Directly From Mutual of Omaha:

Marketers and Producers will no longer need to call or email Mutual of Omaha to add/update a license.  Up to date license information will be synced daily, ensuring the appropriate appointments are reflected in our system.

  • Auto-Updates:  Up to date license information, including newly obtained licenses will load automatically to Mutual of Omaha for each state a producer is licensed in
  • Contactless Experience:  With an automatic license load, Marketers and Producers will no longer need to take time to submit a request for their information to be added or updated in Mutual of Omaha’s system
  • Improved Underwriting Flow:  Applications will no longer be held up due to no license and appointment if the producer has obtained the necessary license with the state


After the license is added or updated Mutual of Omaha’s appointment automation process will give each producer the necessary company appointments to sell their contracted products.

This also eliminates the need for marketers and producers to call into MOO’s area to check on appointment status since the system automatically will be adding these, including pre-appointment states. You can also find producer contracting and ready to sell (PDP) status on SPA.


If you have any questions, please contact CSM Contracting Department.

How To: Transition from Med Supp to Dental Sale with Mutual of Omaha

Transition Seamlessly from a Med Supp to Dental Sale with Mutual of Omaha!

Senior-age clients you’re meeting with about a Medicare supplement policy may also have a need for dental insurance. It’s now easier than ever for you to transition from a Med supp to dental sale.

Here’s how:
• The client’s information on the Med supp app automatically populates for a dental app when you use our e-application
• Payment methods also transfer to the dental app

It’s that simple! Use our e-applications today and see how easy it is to make a Medicare supplement and dental sale.

Use These Materials to Target Dental Prospects
Looking for a way to target potential dental insurance customers? Here are the available marketing materials that can assist in your marketing efforts.

• Consumer brochure – provides an overview of our two dental insurance products
• Prospecting postcard- mail to Medicare-age prospects who might have a need for dental insurance
• Prospecting letter- send to current Medicare supplement clients

BONUS!!! Earn $$$ for Your Dental Insurance Business

Earn up to $500 for dental insurance business issued May 15 through July 15, 2021. Submit your dental insurance apps today and get ready to celebrate!
Learn More About the Cash for Apps Contest



Mutual of Omaha Plan N Savings

Mutual of Omaha’s communication from 11/5/20:

For your clients, Plan N is that well-worn, predictable path that gives them the protection they need with premiums they’ll love. For those looking to save, our Plan N rates are some of the best in the industry. It covers everything Plan G does except small copays and the rare excess charges, and its predictable out-of-pocket cost helps keep premiums low — especially thanks to our household discount.


Your secret weapon … household discount

For adults living together, our household discounts are like teriyaki beef jerky at 20,000 feet. Our 12% discount — available in most states — has some of the least restrictive eligibility requirements in the industry, so most people will qualify. See the application for each state’s specific requirements.

Medicare Annual Enrollment
Each year, anyone with Medicare can change their Medicare health plan and prescription drug coverage for the following year. The Annual Enrollment Period runs from October 15 through December 7 with coverage or plan changes taking effect on January 1.

Mutual of Omaha PDP RTS Status Updated on SPA

Subject: Ready to Sell Status Monitoring Now Available on SPA

What is New?
Recently,  Mutual of Omaha has enhanced the user experience on Sales Professional Access (SPA), to include the ability for you to be able to see your Ready to Sell Status for Mutual of Omaha Rx Prescription Drug Plans. This enhancement will give all levels in a hierarchy, for PDP, line of sight to their Ready to Sell status. This status update will include items that may be missing or need to be completed, in order to successfully be Ready to Sell.





Per Mutual of Omaha press release on September 8, 2020:

Coming Changes in PDP Plan Offerings for 2021

For the 2020 plan year, Mutual of Omaha Rx offers two Prescription Drug Plans – the Value and Plus plans. For
2021, we will continue to offer the Plus plan but will be ceasing the Value plan and introducing a new low premium
plan called Premier.

We are discontinuing the Value plan due to poor claims experience, which would have forced us to increase
premiums significantly in 2021. These premium changes would have made the Value plan uncompetitive.



Mutual of Omaha’s Ready to Sell Status Monitoring Now Available on SPA

Mutual of Omaha announcement from 8/31/2020:


What is New?
Recently, we enhanced the user experience on Sales Professional Access (SPA), to include the ability for you to be able to see your Ready to Sell Status for Mutual of Omaha Rx Prescription Drug Plans. This enhancement will give all levels in a hierarchy, for PDP, line of sight to their Ready to Sell status. This status update will include items that may be missing or need to be completed, in order to successfully be Ready to Sell.

How Can the RTS Status Be Viewed?
Once you log into SPA, on the homepage, you will find a Reports tab. Clicking on the Reports tab will take you to a Case Monitoring link. From the link, you or an upline can click on the “My Status” link to bring up the detailed RTS Status page for the current SPA profile. This information includes your Producer Number, NPN, Producer Name, Ready to Sell Status, AHIP/Compliance status, and Product Training status.

If you have not completed a portion of the steps or training needed to be Ready to Sell 2021 PDP, the status field for that step or section would remain blank until that section has been successfully completed. Once a step has been completed, a completion date will be automatically populated for that step.

Once completed, you or an upline will click the “Summary” link to bring up any uplines or downlines RTS Status. Sales Professional Access will store the current and upcoming plan year statuses.

Ready to Sell?
If you are unsure of the steps to be Ready to Sell 2021 Prescription Drug Products, you can reference the chart below or view a short video link here. These provide the important steps a producer needs to successfully complete to be Ready to Sell, each plan year.  If you are unsure of your Ready to Sell Status, visit and check out the status, effective September 2, 2020.

Mutual of Omaha Sells Medicare Advantage Plans to Essence Healthcare

A message from Mutual of Omaha:


Today we are announcing that Mutual of Omaha has reached an agreement in principle for Essence Healthcare, the sister company of Lumeris, to acquire Mutual of Omaha’s Medicare Advantage plans.

Since 2018, Mutual of Omaha and Lumeris have forged a strong relationship, collaborating with healthcare providers in five select markets to introduce Medicare Advantage plans that bring together payers, providers and patients.

As we evaluated our enrollment experience and changing market dynamics, we determined that an acquisition of our Medicare Advantage plans by Essence Healthcare is in the best interest of our customers, our networks and our company.

This change in ownership will allow our current MA policyholders to benefit from Essence Healthcare’s longstanding reputation for providing high-quality, affordable plans, while also ensuring a smooth and seamless transition for our customers by offering the same core plan functions. This also allows Mutual of Omaha to take a step back and reassess the company’s strategic approach to MA, as we seek to meet the holistic healthcare needs of senior consumers.

Mutual of Omaha will work with Essence on a definitive sale agreement over the coming months and we expect the transaction to be completed mid-year.

There are no immediate changes for you and your distribution. We will continue to keep you updated as the change in ownership becomes finalized. For now, it’s business as usual.

It’s important to note Mutual of Omaha remains firmly committed to meeting the healthcare needs of senior consumers. We have been a leading provider of Medicare supplement insurance for more than 50 years and we will continue to offer Med Supp, dental and vision coverage, as well as our new Medicare Part D prescription drug plans.


Click here to find an FAQ to help answer some of your questions.


Contact your Cornerstone Senior Marketing representative for more information.


Mutual of Omaha Updates

|   Life Insurance
iGO e-App Training
New to the iPipeline e-App? Need a refresher on the instant decision process? Take a look at our agent training videos for Living Promise and Term Life Express e-Apps featuring Automated Underwriting – our instant decision process.
Help Clients Understand Their IUL Express Allocation Options
Use our client-approved Indexed Interest Allocation Options flyer to help your clients determine which strategy may work best for them.
Take Advantage of ‘Age Last Birthday’ Underwriting
Don’t make your clients older than they are. With our ‘age last birthday’ underwriting, you’ll help save your clients money and time.
|   Medicare Solutions
Prescription Drug Plan Commissions
There has been a delay in PDP Commission and Renewal payments, view the schedule.
New Med Supp Customer eNewsletter
In January Mutual released a new e-Newsletter exclusively for their Medicare supplement policyholders. Learn more.
Spotlight on Dental- Our Product
Our dental insurance may be the answer to your clients healthcare needs.
Rate Release for March 2020
View March 1, 2020 Rate Releases.
Upcoming Rate Adjustment
View upcoming Rate Adjustments.
|   Long-Term Care
LTC Commission Timing and No Cash with Application Update
Beginning February 23, 2020, compensation will be paid at the time the first premium payment is received, all PIRs are complete and the case is considered placed. As we implement these changes, there are important dates and details to remember.
Rate Adjustments Effective May 1, 2020
We will be implementing long-term care rate adjustments for Hawaii on May 1, 2020.
|   Disability
Save Time with the DI Tele-Application!
Streamline your application process and get paid faster.
|   Critical Illness
Walk Through Life Stages with Critical Advantage℠ Products
The Critical Advantage Portfolio has products for multiple stages of your client’s life.

Mutual of Omaha Update – PDP commissions delayed, and more.

An Update on PDP Compensation

In April of 2019, we communicated that Prescription Drug Plan (PDP) commission payments would be paid on the 20th of each month. As such, the January renewal compensation for prior year plans (that were not replaced) was scheduled to be processed on January 20, 2020. Additionally, commission for plans issued during the 2020 Annual Enrollment Period (AEP) with effective dates of January 1, 2020, were also scheduled to be paid on January 20, 2020.

Due to unforeseen circumstances, the PDP January commission files will be delayed 2-weeks until February 7, 2020. The commission payment being made on February 7, will include 2020 renewals for the month of January as well as January 2020 new enrollments. We will resume regularly scheduled commission payments on February 20, 2020 and each month going forward. That is, the February commission file will run on schedule.  Only the January process is impacted.

This is isolated incident and should not impact future PDP compensation. We apologize for any inconvenience that this may cause you and appreciate your patience.


READ MORE PDP Case Monitoring update PLUS Contact Information for MA and PDP