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Aetna | How to conduct virtual home appts | Scope of Appointment guidelines

June 4, 2021

Get certified to sell 2022 Aetna Medicare plans starting June 29 —Earlier than ever

Find out what’s new and what to expect for 2022 Aetna MA/MAPD and PDP producer certification

Get a jump start— Set up your account today at AetnaMedicareProducerCertification.com

When you log in to the new site for the first time, you’ll need to reset your password and validate your account information. Make sure your account is set up before the 2022 certification goes live on June 29. How to reset your password. 

Broker tools

Did you know? You can conduct virtual home appointments on Ascend

The Ascend Virtual Sales Office app allows you to schedule a virtual home appointment. Review our Ascend app training to learn how to use the virtual home appointment feature and more. Plus, if you use an e-kit while conducting a virtual home appointment, you can earn an extra $10 if your client opts to schedule a callback to complete a value-based enrollment

Deliver a better customer service experience to your clients: Call us on behalf of MA/MAPD and PDP members

You can now call Member Services to request certain types of changes and updates on behalf of your Aetna MA/MAPD and SilverScript PDP clients. Some of the items you can contact us about include claims or billing issues, mailing address changes, and more. How it works.

Compliance connection

Scope of Appointment requirements

You’re responsible for obtaining a Scope of Appointment prior to conducting individual appointments in person or virtually (i.e., over the phone). Here’s what you need to know. And how to obtain a Scope of Appointment by paper, email or text

COVID-19 update

Discover 4 key things members should know about the COVID-19 vaccine. Read the article.

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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