Producer World Registration
- Michael Gaudette (Unlicensed)
Troubleshooting - Please refer to this troubleshooting section if you encounter any issues.
If there are multiple applications available, cancel all applications other than the most recent.
If the agent accidentally cancels the wrong app then the agent’s status will change to “Cancelled by Agent.” A new link will need to be requested from the Cert team.
Sometimes an agent’s status will show Cancelled by Agent because the Cert team had to cancel. For these instances, a new link is not needed from the Cert team.
If you receive a red error that starts with “Database error, please try again later…” after submitting the Producer World application, try the following:
On “Background Questionnaire,” change a “No” answer to “Yes”
Click on “Quick Save”
Change answer back from “Yes” to “No”
Click on “Quick Save” again
Click “Submit”
Clearing cache and cookies
Using incognito
Using another browser (if this is an option)
If there is an error prompting to call an 800 number, dial the number and request assistance.
If there is an error saying your name does not match the request in NIPR, notify your TL who should notify the licensing team to send a new request utilizing your name as shown in NIPR.
If you receive a error screen that your name does not match, you must notify your TL immediately. Please notify the TL the exact spelling of your name as listed in NIPR.
Please be aware that using your phone or tablet may cause issues. Please use a PC or laptop if possible.
If problems persist, contact your TL.
Agents must register with Producer World as one of the mandatory steps toward becoming ready-to-sell (RTS). Please follow these steps:
Agents should receive an email which looks like the following:
Click the link in the above email.
Click “Logon”
Enter you username and password and select “Login”
Select “Continue”
Click the blue “Individual Invitation” link circled below.
How to Complete Registration
On the Producer Demographics screen, verify:
First Name
Middle Name
Last Name
DOB
NPN
Next, click “Licenses”
Complete the background Questionnaire. Move onto the background Authorization.
It is important to click the “Submit” button which the red arrow is pointing to in the screenshot below. Clicking the “Quick Save” button will create problems.
Next you will be in the Background Authorization section. Navigate through the required fields by using the yellow arrows on the left side of the page. Review, sign, and submit the Background Authorization. Click submit.
If you do not show a Transfer tab (scroll down for screenshot example), then you should now show that you are on step 3 “Certification Verification.”
Once you have completed AHIP and the Aetna Certification, you will automatically move to step 4.
The remaining steps beginning with step 4 should be handled by Aetna automatically for you.
In the coming days, you should receive one of the following notifications from Aetna:
“Your Aetna Medicare contract has been approved.” (Note - an approved contract does not confirm ready-to-sell status)
“Your Aetna Medicare contract has been rejected.”
“Please complete your Aetna Medicare contract submission.”
If additional information is needed to complete the contract, you will receive a “Missing Information” email notification from Broker Support.
Transfer Tab
The following steps regarding the “Transfer” tab do not apply to most agents. If you show a “Transfer” tab, click on “Transfer.” Next, click the blue “Notice of Intent - Transfer Release Form”
On the next screen, Do Not complete the “Notice of Intent to Transfer Option” box. (The only exception to this rule is if today’s date is on or before July 17 because this is 90 days prior to Oct 15 so the AEP should not be impacted by the 90 day waiting period).
If today’s date is after July 17, complete the “Transfer to Release Option” box by following these steps:
Check the “Agent Only” box
Enter your name in the “Agent name” field
Enter “Connexion Point LLC” in the “Agency name” field
Sign and date the “Signature and Date” field
Enter your NPN in the “National Producer Number” field
Download the form (instructions below) and email it to your former employer who must complete the four fields of section 3, circled in blue:
Click the download button in the upper-right corner. When downloading, select “With your changes”
You have now downloaded the file to your “Downloads” folder. You can now attach to the email you send to your former employer.
Important: If your former employer does not cooperate then you will not be able to sell. Please notify the licensing team and your TL that you are requesting a release and keep open communication with your TL/Licensing on any updates from former employer.
Once the former employer has sent the completed form back, verify with the licensing team that it is filled out correctly. Next, you must upload the file by clicking the up-arrow next to the blue X:
You should now:
See that the file has been uploaded
Click the “Submit” button
Click “Yes” you are sure that you want to submit your case
You should now show that you are on step 3 “Certification Verification.”
Once you have completed AHIP and the Aetna Certification, you will automatically move to step 4.
The remaining steps beginning with step 4 should be handled by Aetna automatically for you.
In the coming days, you should receive one of the following notifications from Aetna:
“Your Aetna Medicare contract has been approved.” (Note - an approved contract does not confirm ready-to-sell status)
“Your Aetna Medicare contract has been rejected.”
“Please complete your Aetna Medicare contract submission.”
If additional information is needed to complete the contract, you will receive a “Missing Information” email notification from Broker Support.