What report(s) are available on Aetna Producer World
Commission Reports
How long are you required to maintain Scope of Appointment (SOA)
... [Show More] documentation?
2 Years.
When obtaining a Scope of Appointment, you may NOT:
Market non-health care products, such as annuities or life insurance (cross selling)
Annual Election Period is from:
October 1 - December 7
What are the requirements you need to complete in order to be ready to sell?
Current producers need to maintain their licenses and meet our requirements
To report compliance or fraud, waste, and abuse concerns to Aetna you should:
Visit Ethics Line® on the web at www.CVSHealth.com/EthicsLine.
Agent Oversight routinely monitors agent performance against CMS and internal standards. We monitor:
Scope of Appointment (SOA) forms
Our Agent Oversight team will implement corrective action when there are CMS infractions and prohibited tactics.
Disciplinary or corrective action may include:
Suspension or probationary period, with or without commissions
A prohibited marketing activity is:
Claiming you are recommended or endorsed by CMS
If a beneficiary requests to discuss other products not originally documented on the SOA, you must document a second SOA for the additional product type before the appointment may continue
False
The Permission to Contact form is used by Aetna sales representatives and external agents to contact beneficiaries and must be completed prior to conducting an outbound call to a Medicare prospect
False
If a prospect calls to RSVP for a meeting, a Permission to Contact form is not required for that meeting but would be required for a representative to place a follow-up call to a meeting attendee.
True
You may make unsolicited calls to prospective enrollees.
True
Producers may only use CMS and Aetna-approved marketing materials that have been created by our marketing team, approved by us and filed with CMS by us when discussing Aetna Individual Medicare plans
False
Use the appropriate CMS-approved consumer sales presentation from beginning to end, read the presentation notes or talking points, and, if/when you use the MA/MAPD/PDP sales video, it should be in conjunction with the approved sales presentation.
True [Show Less]