Aetna Contracting
  • Contracting
  • Transfer Release
  • EFT Changes
  • Add Non Resident State
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Contracting
We use SureLC for contracting with Aetna for Medicare Supplement, Ancillary and Final Expense products. You can make that request above and review our Instructions or YouTube videos for getting set up in the portal and making the request. If you have any questions, please call or email Robiny Mitchell at (919) 794-3177 or [email protected].
 
Processing will take approximately 7-10 business days. An email will be sent to you from Aetna with your new Aetna Senior Supplement agent number when the approval process is complete.  
 
If you are contracting your agency, you will get two agent numbers, one for the agency and one for yourself personally as a writing agent.  Be sure to use your personal writing number when taking a client application.
Transfer/Release Policy
A letter of release is needed if you have written business within the past 6 months or have been contracted with your current upline for less than 6 months. To transfer immediately, a letter of release is needed from your current upline.  Be sure to send that release to [email protected] for processing.
 
If you are unable to obtain a release, you may begin a delayed 6-month release. Simply email [email protected]. Let her know you would like to change hierarchies.  She will notify Aetna of your intent and you will be able to switch hierarchies 6 months after making this request and you can continue to write business during this waiting period.  When the 6-month waiting period is over, you and Robiny will need to submit a new contract with the requested new upline hierarchy.
EFT Changes
Log into Aetna Senior Products agent portal.  Go to My Tools > Agent Maintenance.  Request type is Agent Maintenance, Select Agent Number, upload EFT form, and submit.
Add Non-Resident State
Log into Aetna Senior Products agent portal.  ​
Go to My Business > My profile.  Select the Agent Number you are requesting a state appointment for. Click on the company code to request the appointment in that state.
 
Once request is submitted, it will be highlighted in “Yellow”.  Allow 48 hours to process these requests.  If a valid license is available and appointment is submitted, then the state/product will be updated to purple.  If no valid license is available, then appointment is not submitted. State/product will be updated to grey.

    Aetna MAPD Contracting

    If a field does not pertain to your situation, please enter "n/a".
    Agency Contracting
Products: Medicare Advantage & Prescription Drug Plans
  • Contracting
  • Transfer Release
  • Demographic Changes
  • EFT Changes
  • Add Non Resident State
  • Ready to Sell
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​Contracting
Aetna uses an online contracting system for their MA and PDP products. You can make the request by submitting the form above ​or by emailing [email protected]. Your request to get contracted will trigger an email with a link. Simply click on the link to begin the process.
 
For a full overview please see the Aetna Onboarding Guide.
 
You will be asked if you already have access to the Aetna Producer World portal. If you do not, you will need to register. After you are registered, click back on the contracting link and log in using your Username and Password.
​Aetna will then ask if you are contracting as an agency. Select 'Yes' only if you are the principal of an agency that you own. Select 'No' if you are not the principal of an agency.

​​Review and sign your W-9.  Complete the required fields and select the blue 'Click to Sign' button. ​Click to Continue and then select the 'Open case assigned to me' invitation.
​Fill in all the mandatory fields as requested, being sure to review each tab. A tab will show “incomplete” if information is missing. Note the final 'Transfer' tab – this is where you can upload your Aetna transfer form if you are moving from a different upline agency.  This is NOT required if you are contracting with Aetna for the first time.

After all tabs have been completed, submit the contract for processing. You will receive a confirmation that the request has been submitted. You can immediately begin Aetna’s product certifications.
 
IMPORTANT – Your contract will NOT be finalized until certification is complete.

​Upon completion of your contract and yearly certification, you will be appointed by Aetna for Individual Medicare products in the pre-appointing states where you hold an active license. Just-in-time appointing states will be ordered after a policy is written.
Transfer/Release Policy
If you are already contracted you will need to complete the Aetna Transfer Release form. If your current upline signs the form, you will transfer immediately. Simply email the form to [email protected] for processing.
 
If you have written business under a different hierarchy in the past six months, and the form is not signed by that current upline, email the form to [email protected] with just your signature and you will be transferred after a 90-day waiting period.
 
Transfers are not permitted or processed from October 1 – December 31. The last day to submit a notice of intent for the current year’s AEP is June 30th.
 
If you are currently contracted, have been with your current upline for at least three months AND have no production in the last three months you may submit a new contract. Simply email [email protected] to start a new contracting request.
 
If you are contracted less than three months or have had production in the last three months, you will need to complete a new contract and upload the Aetna Transfer Release form. Please follow the instructions above for new contracting.
Demographic Changes
Log into Producer World and navigate to Manage your personal information > Personal/Firm profile > Firm Access Info/privileges > Personal Profile
 
If you have questions, just contact the Aetna Medicare Broker Services Department at 1-866-714-9301 or [email protected].
EFT Changes
Log into Producer World and navigate to Compensation.  Click “Get compensation statement” and then select the applicable direct deposit link (individual or firm). Submit the updated form online.
 
If you have questions, just contact the Aetna Medicare Broker Services Department at 1-866-714-9301 or [email protected].
Add Non-Resident State
To add a state appointment, email [email protected].  Include your name, NPN #, non-resident license, and indicate that you would like to be appointed in that state.
 
All states appointments, except for AL, KY, LA, MT, OH, OK, PA, UT, VT, WA and WI are processed Just-In-Time (when you take a client application).  These exception states must be confirmed effective prior to dating a client application.
Ready to Sell
Remember to check your RTS status before selling in each state where you conduct business.  You can monitor your active RTS status on the new map tool on Producer World.  The map will allow an agent to determine their own RTS status by product and by state, specific to the selling season.