Aetna | LinkedIn 101 training, Social media ads, Certification site, & How to assign a PCP

April 19, 2021

Use social media to promote your business

Visit the Aetna Medicare Marketing Studio

Training opportunities

LinkedIn 101 training: How to build your business online

On April 22 at 4 PM EST, learn why and how you can use LinkedIn to build an online presence, promote your business, and generate referrals. Join Aetna’s Enterprise Social Medicare team and LinkedIn reps for an insightful overview.

LinkedIn 101 training: How to build your business online

Watch our 18-minute social media training video to get tips on how to create and manage a business page on Facebook. You’ll learn how to set up your page and promote your business. Plus, you’ll also learn the key compliance do’s and don’ts you need to know.

Member retention

Follow these steps to ensure your Medicare clients are assigned the correct primary care provider (PCP)

There are a few critical items that must be included on the enrollment application for both paper and electronic enrollments. Follow the steps below. Make sure you know where to find each item.

  1. Fill in the Provider ID
  2. Fill in the Primary Care ID (e.g., Primary Care Provider ID) 
  3. Check the Existing Patient checkbox if applicable

Important change to Ascend enrollment form: Ensure you populate the PCP codes in the right spot

When enrolling clients in the Ascend Virtual Sales Office app, please note that the provider ID and primary care provider ID (PCP ID) fields are now listed in a different order. When you copy these codes from our online provider look-up tool, make sure you paste them into the correct fields in Ascend. This is critical to ensure your client is assigned the correct PCP.

New, improved Aetna certification site launches April 19

On April 19, the Aetna Medicare certification site is getting a new look with improved performance and navigation. Plus, the new site will be 100% compatible with your mobile devices. Please note: All producers will need to reset their password and validate their account info the first time they log in to the site after April 19.

For more information, contact a Pinnacle Financial Services representative today

1 (800) 772-6881 x7731 | sales@pfsinsurance.com

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881
support@pfsinsurance.com

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