Mutual of Omaha - Quoting System How To Download/Operate Program WinFlex6 Mutual of Omaha - Quoting System How To Download/Operate Program 5.2.13

WinFlex6 What is WinFlex6? Gives agents the ability to run multiple quotes/multiple clients Downloadable program from the Mutual of Omaha Agent Portal Run quotes for any Mutual of Omaha Line (FE, Med Sup, LTC) Ability to print/email quotes to clients Gives a full outline of benefits Great for clients who are looking for a Cash Value Outline

Downloading WinFlex6 Log on: www.mutualofomaha.com/broker 1.) Log in with Username and Password 2.) At “Welcome Page” find: Software Download

Downloading WinFlex6 Follow 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 Clients Ability to quote multiple clients or amounts Ability to save cases Will store the last 6 quotes automatically

Viewing Reports & Illustrations Select Appropriate Client Multiple 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 Emailing Options Select: “illustrations” Add: “Source Ledger” Quick Print

Mutual of Omaha Customer Service WinFlex6 Support Mutual of Omaha Customer Service (800)693-6083