winflex6 mutual of omaha - quoting system how to download/operate program 5.2.13
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WinFlex6 Mutual of Omaha - Quoting System
How To Download/Operate Program
5.2.13
What is WinFlex6?
WinFlex6 Gives agents the ability to run multiple quotes/multiple clientsDownloadable program from the Mutual of Omaha Agent PortalRun quotes for any Mutual of Omaha Line (FE, Med Sup, LTC)Ability to print/email quotes to clientsGives a full outline of benefitsGreat for clients who are looking for a Cash Value Outline
Downloading WinFlex6Log on: www.mutualofomaha.com/broker
1.) Log in with Username and Password2.) At “Welcome Page” find: Software Download
Downloading WinFlex6Follow Three Easy Steps:1.) Download WinFLex6 2.) Add Products 3.) Run Updates!
(Most Important)(Most Important)
How to Use WinFlex6
Final Expense/Living Promise(Must update WinFlex6 to use for Final Expense)
Getting Started:• Click “Product List” • Select: “Mutual of Omaha – United of Omaha”• Select: “Whole Life Portfolio”
Quoting A Client
Insured’s Information
Policy Options
Riders
Adding Additional ClientsAbility to quote multiple clients or amountsAbility to save casesWill store the last 6 quotes automatically
Viewing Reports & IllustrationsSelect Appropriate ClientMultiple Clients/Cases (Hold Shift and Click on each case)Under View Tab – Select “View Window”
Tips Of The Day
Make Sure to Visit…
Emailing or Printing Report
Quick Print
Emailing OptionsSelect: “illustrations”Add: “Source Ledger”
WinFlex6 Support
Mutual of Omaha Customer Service
(800)693-6083