We want to make the proposal process and what happens after the sale as simple as possible for you. Here is some information that you may find helpful in working with your clients.
Want to request a proposal? Get started right now.
Proposal Flowchart
This electronic chart provides an overview of our proposal process.
This electronic chart provides an overview of our proposal process.
Sample Proposals
Following are electronic versions of our printed proposals.
Approximate size: 8.5 x 11
Full Service (59 pages)
Full Service – For New York Clients (59 pages)
TPA (56 pages)
TPA – For New York Clients (56 pages)
Following are electronic versions of our printed proposals.
Approximate size: 8.5 x 11
Full Service (59 pages)
Full Service – For New York Clients (59 pages)
TPA (56 pages)
TPA – For New York Clients (56 pages)
Installation Flowchart
This electronic chart provides an overview of our installation process.
This electronic chart provides an overview of our installation process.
Plan Establishment Kits
Following are electronic versions of the plan establishment kits for various sold case types.
Approximate size: 8.5 x 11
Full Service (37 pages)
Full Service – For New York Clients (37 pages)
TPA Plus (47 pages)
TPA Plus – For New York Clients (47 pages)
Individual(k) (18 pages)
Individual(k) – For New York Clients (18 pages)
Following are electronic versions of the plan establishment kits for various sold case types.
Approximate size: 8.5 x 11
Full Service (37 pages)
Full Service – For New York Clients (37 pages)
TPA Plus (47 pages)
TPA Plus – For New York Clients (47 pages)
Individual(k) (18 pages)
Individual(k) – For New York Clients (18 pages)
TPA Direct Plan Establishment Kit
TPA completes this information and provides to client
TPA Packet (12 pages)
TPA Pocket – For New York Clients (12 pages)
TPA completes this information and provides to client
Forms Packet (6 pages)
Forms Packet – For New York Clients (6 pages)
Employer completes this infomation and returns to TPA
Employer Packet (33 pages)
Employer Packet – For New York Clients (33 pages)
TPA completes this information and provides to client
TPA Packet (12 pages)
TPA Pocket – For New York Clients (12 pages)
TPA completes this information and provides to client
Forms Packet (6 pages)
Forms Packet – For New York Clients (6 pages)
Employer completes this infomation and returns to TPA
Employer Packet (33 pages)
Employer Packet – For New York Clients (33 pages)
TPA Service Agreement
This is a one-time agreement for TPAs to complete in order to utilize our recordkeeping system.
Approximate size: 8.5 x 11 (4 pages)
This is a one-time agreement for TPAs to complete in order to utilize our recordkeeping system.
Approximate size: 8.5 x 11 (4 pages)
To order printed copies of these pieces, please contact the Sales Desk
at
877-401-SALE (7253) or e-mail salesdesk@mutualofomaha.com.
Mutual of Omaha Insurance Company. All rights reserved.