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

2. 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/ quotes to clients
Gives a full outline of benefits
Great for clients who are looking for a Cash Value Outline

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

4. Downloading WinFlex6 Follow Three Easy Steps:
1.) Download WinFLex6 2.) Add Products 3.) Run Updates!
(Most Important)
(Most Important)

5. 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”

6. Quoting A Client
Insured’s Information
Policy Options
Riders

7. Adding Additional Clients
Ability to quote multiple clients or amounts
Ability to save cases
Will store the last 6 quotes automatically

8. Viewing Reports & Illustrations
Select Appropriate Client
Multiple Clients/Cases (Hold Shift and Click on each case)
Under View Tab – Select “View Window”

9. Tips Of The Day
Make Sure to Visit…

10. Emailing or Printing Report
ing Options
Select: “illustrations”
Add: “Source Ledger”
Quick Print

11. Mutual of Omaha Customer Service
WinFlex6 Support
Mutual of Omaha Customer Service
(800)