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Time Limit: 4 3 Hours

Number of Attempts: 3

Failure to complete on time - within 3 hours may result in a Verbal Coaching with another 4 hours allocated.
Failure to complete on time - within 6 hours may result in a Written CAP with another 4 hours allocated.
Failure to complete on time - within 9 hours may result in a Final CAP with another 4 hours allocated.
Failure to complete on time - Term

Tips & Best Practices

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Step-by-Step Guide

Completion Proof

Go to your courses in Aetna Producer World.
Click on “Transcript” at the top of the screen.
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Capture a screenshot of your completion proof which should look like the one below including 13 items:

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Paste it to a Word Document.
Follow the steps in the dropdown below if you have not yet created a folder to store your cert proofs.

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title	How to Create a Cert Proof Folder

Open Windows Explorer (the folder icon circled in red below)
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Right-Click “Documents”
Select “New”
Select “Folder”
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Name the folder “Cert Completion Proofs”.
Open your Documents folder in Windows Explorer
Right-Click the “Cert Completion Proofs” folder
Select “Pin to Quick access”
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You now have a folder designated to store your cert completion proofs located in your “Documents” folder of Windows Explorer and easily accessed through your “Quick Access” folder:
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Save the Word Document to your Cert Completion Proofs folder so that you may locate it in the future if needed.
Follow the steps in the dropdown below to save to your Cert Completion Proofs folder

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title	Saving to your Cert Completion Proofs Folder

Select “File”
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Select “Save As”
Select “Browse”
Scroll to the top to find the “Quick Access” folder
Select the “Cert Completion Proof” folder which is a subfolder under the Quick Access folder
Name the Cert Proof according to the cert which has been completed
Select “Save”
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Email your proof to the Workshop Lead and cc your TL. The Workshop Lead will upload your certificate into a Cert Completion Tracker used to track which agents have completed which certs.
Keep track of the cert proof emails you send just in case anyone loses track of your proof to ensure you can prove that you followed the correct process. To do this, follow the steps in the dropdown below

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title	How to Keep Track of Cert Proof Emails

Go to Outlook and right-click “Folders”
Select “Create new folder”
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Label your new folder “Cert Proof Emails”
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You should now see your Cert Proof Emails folder under the “Folders” dropdown of Outlook
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Select Sent Items
Right-click the cert completion email that you need to keep track of
Select “Copy”
Select the “Cert Proof Emails” folder (you may need to search for it by selecting “Copy to a different folder” if it does not populate right away)
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Now when you select your Cert Proof Emails folder in Outlook, you should see that the Cert Proof email has been copied to this folder for future reference.
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Tip
Congratulations, you have finished Aetna!

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