Ancillary Insurance Solutions

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Employers can save money using Mutual of Omaha.  Employer & Voluntary based benefits with 2 year rate guarantees!!!

Group Plan Information & Enrollment Forms

Benefitaid

Benefitaid Custom (Plan putline)
Benefitaid Select (Plan outline)

Mutual of Omaha

Product Overview
EAP Brochure
Travel Assistance
Agent Cheat Sheet

Premier Access (Dental)

Agent Cheat Sheet Plus Plan 6
List Entrollment
Employer Master Group application Checklist
Employer Statement for Census Enrollment
Individual Waiver Statement
Plus Plan Disclosure-M1
Plus Plan 6 with Ortho summary
Plan 2-124 with Ortho

Premium Saver

Quote Instructions
Sample ID Card
Agent Cheat Sheet

Premium Saver Enrollment Forms

Sold Case Checklist
Excel Group Template
Employer Application
Employer Bank Draft
Prior Deductible Credit instruction for Agent

Reliance Standard

SmartChoice Dental Brochure
SmartChoice Life Brochure
SmartChoice LTD Brochure
SmartChoice STD Brochure
Agent Cheat Sheet
EOI Application
MGA Standard Employer Application

Security Life

Vision (GemStar 1500)
Dental (GemStar 1500)
Life (GemStar 1500)

Security Life Enrollment Forms

GemStar1500

Voluntary Plan Information & Enrollment Forms

Benefitaid

Benefitaid Custom (Plan outline)
Benefitaid Select (Plan outline)

GemStar

GemStar1500 Enrollment

Security Life

GemStar Dental
GemStar Life
GemStar Vision

Agent / Producer Appointment & Instruction

Benefitaid Custom/Select

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W-9

Mutual of Omaha

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Premium Saver

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Security Life

Broker Agreement
Broker Commission Schedule

Mutual of Omaha Agent / Producer Note: Please complete pages 1 and 2 in the attachment. It is a requirement to have Section 1 and 2 complete. Also make sure that you return the following documents with the two completed pages:

  • Copy of E&O Certificate
  • Copy of current insurance license(s)

Complete and email these to mturley@ancillaryis.com

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