Contracting Information A - L

Thank you for your interest in marketing Aetna Medicare and SilverScript through Applied General Agency. Aetna uses an online contracting system and we will need some information to get the process started.

To get started log into your AGA portal and obtain a 5.6 Carrier Request Form and send it to contracting@appliedga.com. You will find this form in your AGA portal under Sales Tools, My Sales Tools, Forms Library, then “5.6 Contracting Forms”. After you return the 5.6 Add Carrier Request you will receive an invitation with a link to begin contracting in a few days. Click on the link to begin contracting.

For a full overview please see Aetna Onboarding Guide

You will be asked if you already have access to the Aetna Producer World. If you do not, you will be asked to register. After you are registered for Producer World, click back on the contracting link and log in using your Username and Password.

If you, cannot find your invitation email or are taken to the Producer World home page, navigate to Individual Medicare, Quick Links then Medicare Producer Contracting. If you have multiple invites, you will need to cancel all but one invite to move forward.

Upon login to Producer World, your records will be pulled from the National Insurance Producer Registry. Be sure to update your personal and firm information with the National Insurance Producer Registry https://nipr.com/licensing-center/change-contact-info.

Aetna will then ask if you are contracting as an agency. Select YES if you are the principal of your own corporation. Select NO if you are not the principal of your own corporation.

You will then review and sign your W-9. Complete required fields with and select the blue “Click to Sign” button.

Continue and select invitation.

Now you will work your way through each contracting tab. Fill in all the mandatory fields as requested. The tab will show “incomplete” if information is missing. Note the final “Transfer” tab – this is where you will 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.

If you are already contracted you will need to complete the Aetna Transfer Release form. If your current upline signs it, you will transfer immediately. If the form is not signed by your upline, upload the form with just your signature and you will be realigned after a 90-day waiting period. No transfers can be made between 10/1 and 12/31.

After all tabs have been completed, submit the contract for processing. You will receive a confirmation of submission. You can immediately begin Aetna certification by using Aetna certification instructions in your AGA back office portal under Sales Tools, My Sales Tools then Certifications.

IMPORTANT – Your contract will finish NOT processing 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 they hold an active license. Just-in-time appointing states will be ordered after a policy is written.