Mutual of Omaha Training Simulator

This is the practice environment for new agents.

Start New Case

Create a new training application.

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Disabled in trainer.

Case Information

Proposed Insured

First Name

Last Name

Date of Birth

Age

Gender

Carrier and Product

State

Product Type

Producer Information

First

Middle

Last

Date of Birth

Last 4 SSN

State License Number

Phone

E-mail

Street Address

City

State

Zip Code

Will there be an additional producer? Yes No

Proposed Insured

Street Address

City

State

Zip Code

Primary Phone No.

Secondary Phone No.

E-Mail

Are the persons proposed U.S. citizens? Yes No

In the past 12 months, any tobacco or nicotine? Yes No

HIPAA Signature Method

This training app simulates HIPAA signature collection. No messages are sent.

Signature Method (Proposed Insured)

Present Not Present

Notification Method

Email Text

Cell Phone Number

4 Digit PIN

Signed at City

Signed at State

Plan Information

This is the maximum coverage allowed

Amount of Insurance Applied for

Plan

Tobacco Status

Pre-Approval Information

This is not a guarantee of coverage. Approval is determined upon application completion and submission.

FAVORABLE Based on the information to this point, this application is trending favorable.

Underwriting

Beneficiaries

Name	Relationship	% Share

Would you like to designate a contingent beneficiary? Yes No

Premium Summary

Issue State

Age

Gender

Plan

Face Amount

Tobacco Status

Automatic Bill Pay

Who will be the payor?

Name(s) on Account

Type of Account Checking Savings

Name of Financial Institution

Routing Number

Account Number

Ongoing Automatic Monthly Premium Payments Choose the day Choose week & weekday

Select a particular day

Initial Premium

Validate and Lock Data

The application has been locked! (training mode)

Signature Method

Collect all client signatures electronically Selected

Proposed Insured Present Not Present

Notification Method Email Text

Cell Phone Number

4 Digit PIN

Signed at City

Signed at State

Post Submission Email Set Up

Fill out the information below to send a copy of the signed application to selected parties (simulated).

Proposed Insured Email

4 Digit PIN

Producer Email

4 Digit PIN

Apply eSignature – Producer

Signed at City

Signed at State

Would you like to sign the application with your finger? Yes No

Thank you for submitting your Electronic Application! (training)

The application has been referred to DAWGCHECK Underwriting for further review (simulated).

Mutual of Omaha Training Simulator

Start New Case

View My Cases

Case Information

Proposed Insured

Carrier and Product

Producer Information

Proposed Insured

HIPAA Signature Method

Insurance History

Plan Information

Pre-Approval Information

Underwriting

Beneficiaries

Premium Summary

Please select the mode of premium payment

Automatic Bill Pay

Validate and Lock Data

Signature Method

Post Submission Email Set Up

Producer Statement

Apply eSignature – Producer