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

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Emailing or Printing Report

Quick Print

Emailing OptionsSelect: “illustrations”Add: “Source Ledger”

WinFlex6 Support

Mutual of Omaha Customer Service

(800)693-6083