Department/Product Line Resources

Commissions

Documents
OCI Split Case Program Referral Tracking [PDF]

Life/Disability/LTC/Annuities

Documents/Links
Annuity Carrier Product Training Annuity Resource Portal In-Force Policy Service Team Contacts
View the Life/Disability/LTC/Annuities Page

Group Benefits Resources

Documents	Videos
Carrier Timing Database [Excel] Group Ancillary Cheat Sheet [PDF] Group Medical Cheat Sheet – Nebraska [PDF] Group Quoting FAQs [PDF] Minnesota PFML One-Page Flyer [PDF] Standard RFP [PDF] Viewing Confirmation in Your OCI Account for Group [PDF] Standard Census Template [Excel] Group Medical Cheat Sheet – Kansas [PDF] Group Medical Cheat Sheet – Minnesota [PDF] Carrier Value Add Flyers [PDF]	Tutorial: OCI Broker Portal Access OCI Group Quoting Process
View the Group Benefits Page

Individual Health Resources

Links
FFM Marketplace Training Health Sherpa – An innovative technology platform specializing in Marketplace enrollment for agents – *and it’s completely free to use*. To sign up, contact OCI’s Individual Admin Team at individualadmin@ociservices.com to request your free account.
View the Individual Health Page

IT Resources

Documents
Notification Emails [PDF] Password Reset [PDF]

Medicare Resources

Links
AHIP MedicareCenter
View the Medicare Page

OCI Circle of Excellence Program

OCI’s Circle of Excellence Program rewards top-level producers. Benefits include luxury trips, exclusive events, and more.

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Webinars

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Agent Bonus Programs

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Compensation Disclosure

We recommend you use our exclusive OCI Agent Compensation Disclosure Template as a best-faith effort to comply with the law in the absence of regulatory guidance.

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