Starting July 14, Aetna is moving to just-in-time appointment for MA/MAPD and PDP producers in 36 states. Through the just-in-time appointment process, they will wait to request appointment for agents until they submit their first enrollment application to us (i.e., “just in time”).
Aetna is making this change in all states where permitted by state law: AK, AR, CA, CT, DC, DE, FL, GA, HI, IA, ID, KS, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OK, SC, SD, TN, TX, VA, WV and WY.
The change will be invisible for agents and will not affect their contracting or certification experience.
For the remaining 14 states, the appointment process is not changing. They will continue requesting appointment during the contracting process.
What you need to know
- Agents must still use the Contract Information Sheet in nomoreforms to request appointment, the same way they do now. This process is not changing.
- Agents must still ensure their state licenses are in good order so that Aetna can appoint them at the appropriate time. If agents have an incorrect license class or line of authority for a certain state, this will prevent appointment.
- In just-in-time states, Aetna will update the agent’s appointment according to each state’s Department of Insurance (DOI) rules.
- For help verifying that agent licenses have the correct line of authority for appointment, please review our state lines of authority grid on Producer World.
How does this impact agents’ ready-to-sell status?
- It doesn’t. Agents must still be ready to sell and must still receive notice stating that they’re ready to sell.
- In the 36 just-in-time appointment states, agents will receive their ready-to-sell notice after completing certification, contracting and licensing requirements, but prior to appointment. Instead, we will order their appointment when they submit their first application.
- In the remaining 14 states, agents will receive a ready-to-sell notice after completing all requirements including appointment, like they do today.
How will this impact the Broker Readiness Report?
Aetna will update the Broker Readiness Report later in July. Watch for more information from your Aetna representative in the next few weeks.
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