Nov 09, 2023
Sold Case Process Improvement Reminder
It’s easier than ever to get your sold AFA cases installed and deliver a more efficient experience. Each group has one assigned sales coordinator that takes you from sold case notification through final underwriting.
Plus the process is simple! What does Aetna need to initiate installation?
- Sales notice
- Signed proposal (no fancy autographs, initials are fine)
- One Census
The Sales Coordinator then sends out paperwork via Adobe and as soon as that is completed, the group is finalized and moved to underwriting. It’s seriously the easiest it’s ever been!
Underwriting Guidelines Enhancement Reminders
Aetna has improved their underwriting guidelines this year to make them simpler to read and easier to follow. In addition, they've made some changes to their AFA guidelines. Specifically, you will benefit from the following updates to the underwriting process:
- Groups with 20+ enrolled employees can now have up to 3 classes/divisions if they aren’t administered on Springboard Marketplace
- A new and improved IMQ threshold grid
- The Quarterly Wage and Tax Statement isn’t needed for 2-4 life groups anymore
- Groups no longer have to wait 6 months after terminating their plan to come back to Aetna as new business
Reach out to your Regional Sales Manager to obtain an Aetna AFA quote for your clients!
