Aetna - Assurance Campaign

Owned by Michael Gaudette (Unlicensed)
Last updated: Aug 09, 2022
4 min read

Time Limit: 3 Hours

Number of Attempts: 3

  1. Failure to complete within 3 hours may result in a Verbal Coaching.

  2. Failure to complete within 6 hours may result in a Written CAP.

  3. Failure to complete within 9 hours may result in a Final CAP.

  4. Failure to complete within 12 hours may result in Termination of Employment.

 

Step-by-Step Guide

https://help.assurance.com/hc/en-us/articles/360034729991-How-do-I-get-appointed-with-Aetna-

 

Completion Proof

  • Go to your courses in Aetna Producer World.

  • Click on “Transcript” at the top of the screen.

     

  • Capture a screenshot of your completion proof which should look like the one below including 13 items:

  • 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.

  1. Open Windows Explorer (the folder icon circled in red below)



  2. Right-Click “Documents”

  3. Select “New”

  4. Select “Folder”



  5. Name the folder “Cert Completion Proofs”.

  6. Open your Documents folder in Windows Explorer

  7. Right-Click the “Cert Completion Proofs” folder

  8. Select “Pin to Quick access”



  9. 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:



 

  • 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

  1. Select “File”

  2. Select “Save As”

  3. Select “Browse”

  4. Scroll to the top to find the “Quick Access” folder

  5. Select the “Cert Completion Proof” folder which is a subfolder under the Quick Access folder

  6. Name the Cert Proof according to the cert which has been completed

  7. Select “Save”

 

  • 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

  1. Go to Outlook and right-click “Folders”

  2. Select “Create new folder”



  3. Label your new folder “Cert Proof Emails”



  4. You should now see your Cert Proof Emails folder under the “Folders” dropdown of Outlook



  5. Select Sent Items

  6. Right-click the cert completion email that you need to keep track of

  7. Select “Copy”

  8. 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)

     

     

  9. 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.

Congratulations, you have finished Aetna!