Transamerica: Updates on Agent Resource Center & “Manage My Office”

Why “Manage My Office” is Important to You

Last week we announced the new Manage My Office* functionality available at the Agent Resource Center.

Manage My Office helps keep your personal information confidential and allows you to delegate support functions for your Long Term Care insurance sales. This will become an increasingly important tool as we begin to add additional functionality to the website. In fact, in the upcoming months you will be able to access your commission statements online through the Agent Resource Center . (Look for more information – coming soon!)

If others are using your password, now is a great time for you to give them their own.

So start Managing Your Office today. It’s easy:

Log in to the Agent Resource Center 

Select the My Profile link

Click on the Manage My Office tab

Enter your administrative support team’s information and limitations and the system will provide logins and passwords for you to distribute to your staff.

Maintain your current level of office support while adding increased security to your personal information with  Manage My Office.

No Oregon Producer Licenses Processed April 26-May 7
The Oregon Insurance Division will begin using a new internal operating system on May 7, 2012.  To implement this new system, they will not be able to process ANY license applications or renewal transactions from 10 a.m. PDT on Thursday, April 26 until Monday, May 7.  Licensing staff will not be able to access any license information during this period. 

If your Oregon license expires on April 30, it is strongly recommended that the renewal information be submitted well in advance of April 26. Any renewal applications that are submitted prior to the expiration date but within the offline timeframe will be considered timely, but will not be processed until after May 7.   

Normal processing is expected to resume on May 7.  Applications that are submitted during the down time will be processed normally once the conversion is completed.

Notice to KS Agents about Advertisements
The state of Kansas has recently issued a release detailing third-party advertising packages. Please remember that ALL Long Term Care insurance advertisements must be filed and approved for use through an insurer. Agents are responsible for the content of advertisements distributed directly and on their behalf and are subject to potential regulatory action for the failure of any advertisements that do not comply with Kansas law.

For further clarification, please read KS BULLETIN 1991-4.