SSI Agent Town Hall We are here for you March 25, 2020 Aetna Confidential & Proprietary – For Aetna Training Use Only
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1©2020 Aetna Inc. For agent use only. Not for public use or distribution.
Proprietary
SSI Agent Town HallWe are here for you
March 25, 2020
Aetna Confidential & Proprietary – For Aetna Training Use Only
2©2020 Aetna Inc. For agent use only. Not for public use or distribution.
Proprietary
Today’s Topics
• We are here for you! – Kevin
• What’s CVS/Aetna doing? – Emily
• Upcoming Aetna Quote & Enroll Trainings and Resources - Tori
• Agent Services Team: Common Agent questions – Amie
• Underwriting: Using the Enrollment Tracker – Tamera
• Agent Contracting: Common questions – Connie/Kristin
• Open Forum – Ask us questions!
Tori Fehringer Sales Manager
Kevin Moore RVP - South
Emily Rohrig VP Reinsurance
Today’s Hosts
3©2020 Aetna Inc. For agent use only. Not for public use or distribution.
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Support
We are here for you!
4©2020 Aetna Inc. For agent use only. Not for public use or distribution.
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Purpose
Why are we doing this?• Unique challenges• Create opportunities• Support you in growing your
business
What are sales forums all about?• Transparency• Platform for you• New ideas & feedback
5©2020 Aetna Inc. For agent use only. Not for public use or distribution.
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SSI Sales Team Support & Engagement
SSI Sales Management Team
6©2020 Aetna Inc. For agent use only. Not for public use or distribution.
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Sales support
Our sales management team offers product training and support to help grow your business.
Regional Vice PresidentTony Clark
Regional sales managerDan Memory
Regional sales specialistTonya Addison
Regional Vice PresidentGeorge Pelekanos
Regional sales managerRick Huemmer
Regional sales specialistRose Faulkner
WESTAK, AZ, CA, CO, HI, IA, ID, IL, KS,
MT, ND, NE, NV, OR, SD, UT, WA, WY
MIDWESTKY, MI, MN, MO, NJ, PA, TN, WI
Regional Vice PresidentJeff Nasser
Regional sales managerPaul Ericson
Regional sales specialistColleen Trayser
EASTCT, DC, DE, FL, IN, MA, MD, ME, NC, NH, NY, OH, RI, SC,
VA, VT, WV
Regional Vice PresidentKevin Moore
Regional sales managerJustine Sawyers
Regional sales specialistSuzanne Guillebeau
SOUTHAL, AR, GA, LA, MS, NM, OK,
TX
7©2020 Aetna Inc. For agent use only. Not for public use or distribution.
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COVID-19 CVS Health & Aetna Response Timeline
8©2020 Aetna Inc. For agent use only. Not for public use or distribution.
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Helpful links
AetnaMedicare.com: What you need to know about the coronavirus (COVID-19)
(March 17) Medicare telemedicine update from Aetna President Karen S. Lynch
https://cvshealth.com/covid-19
Centers for Disease Control & Prevention
World Health Organization
9©2020 Aetna Inc. For agent use only. Not for public use or distribution.
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e-App – Simple and Easy to Quote and Enroll
Enter basic client info - Zip code, DOB, info
See ALL available SSI Products
Save quotes
Send e-kits
View Outline of Coverage
And Product Brochure
Special Sandbox – to practice and learn pricing options
10©2020 Aetna Inc. For agent use only. Not for public use or distribution.
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SSI Quote & Enroll tool on-demand training video
https://www.aetnaseniorproducts.com/assets/aqeTool/Quoteandenroll_trainingvideo.htm
Use Internet Explorer and NOT Chrome
11©2020 Aetna Inc. For agent use only. Not for public use or distribution.
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Additional training webinars
12©2020 Aetna Inc. For agent use only. Not for public use or distribution.
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Quotes-on-the-go Mobile Rate Quote App
Get quotes on the go, straight from your phone
• All Products, One Place
• All Products, In Your Pocket!
• Sandbox feature let’s you model out different plans, benefits, premiums.
• App Store, or scan QR code to get started!
13©2020 Aetna Inc. For agent use only. Not for public use or distribution.
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Info on Agent Services Team
The Agent Services team is focused on your needs as a new or experienced agent/agency. We want to help you grow your business. The Agent Services team can help answer your questions about: • Product details and benefits• Placing sales supply orders• Field Communications• Navigation and login support for aetnaseniorprodicts.com• Submitting a new application (E-app or paper)Additional assistance available:• New application rate quotes• Drug/formulary lookup• Checking active appointment status for products and states• Providing contact information for other departments• Updating agent email and mailing addresses
Agent Services team:Phone: 1-866-272-6630 – NEW!Fax: 1-855-690-0893Email: [email protected]
14©2020 Aetna Inc. For agent use only. Not for public use or distribution.
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Agent Services support – Common questions
• How to use our Aetna Quote & Enroll tool
• What tools are other agents using to fax when they don’t have a fax machine? Here are a few resources to consider: https://www.lifewire.com/free-fax-services-2378048
• Questions from the audience
Amie Hampton MGR, SALES SUPPORT
15©2020 Aetna Inc. For agent use only. Not for public use or distribution.
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Underwriting: Using Enrollment Tracker – Tips
Tamera BryantSR. UNDERWRITING ASSOC.
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Agent Contracting – Common questions
Kristin Van TasselMGR, SERVICE OPERATIONS
Connie LondonSUPVR, CUST. SVC
• Review of common calls related to contracting
• Questions from the audience
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Q & A – Open Forum
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Stay HealthyThanks for all you do!
Life’s Energy - Are you tapping in?
We want to remind you to take time each day to tap into your “life energy”. Do things that will charge your mind, body and soul.• Soak up the sun (when it appears)• Soak up the colors (inside and outside)• Soak up the soundsDon’t worry about the task or the day that lies ahead of you. Immerse yourself with these few simple practices. They will energize and restore you, providing you the ability to tap into your life energy.
“You will have all the guidance, energy, ideas, power, creativity and ability you need to do all you are meant to do. And you will be given the power to enjoy it.” – Journey to the Heart.
Thank You
Additional Slides
SSI Informationand
Tools
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SSI Sales Portal access for agents and brokers
Gain access to the www.aetnaseniorproducts.com portal
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Gain access to the www.aetnaseniorproducts.com portal
SSI Sales Portal Overview & Tour
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SSI Directory - Download for easy reference
https://www.aetnaseniorproducts.com/assets/pdf/Directory_For_Agents.pdf
26©2020 Aetna Inc. For agent use only. Not for public use or distribution.
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Product availability chart and product description
Login to www.aetnaseniorproducts.comto access the most updated materials, online product training and more. https://www.aetnaseniorproducts.com/assets/pdf/CGFLP01577ProductAvailabilityChart.pdf
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Agent Flyers and Ads – Agent only and Consumer Use
Consumer facing: Direct Mailer, postcards
Agent recruiting: Flyers, postcards and videos
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How to view, download and order Sales Kits and Brochures
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