RESOURCE CENTER

Service & Client Administration
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AFA Paperless Process
aka, Automated New Business Submission Process. Attached is the new process - it clearly outlines all the steps needed to submit new small group AFA business as well as who is responsible for each item.
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AFA GRX census template
To be used for groups with 15+ enrolled and they wish to receive a firm AFA quote with underwriting based on Rx lookup. This census MUST be used.
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Aetna AFA Online Individual Medical Questionnaire (IMQ)
For firm rates, or if Long Form is required for Underwriting, you can setup your client online and have online IMQs issued to members for accuracy and convenience. Illustrative quote can be obtained, but rates will not be firm until IMQ is received.
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2017 AFA IMQ Questionnaire (short form)
Required for any groups with less than 20 enrolling or a virgin groups. If UW has more questions, a long form may be requested. Illustrative quote can be obtained, but rates will not be firm until IMQ is received.
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Electronic enrollment, Billing/payment, and Access agreement (form NB411)
required for all groups. This form authorizes the setup of e-enrollment and e-billing, and it must be filled out to authorize use of eLists for electronic eligibility.
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Aetna Customer Information Form (100+)
required for quoting groups with Aetna with 100+ eligibles. This form is all encompassing, including group information tab, group questionnaire tab, and group census tab.
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05.13.2015
Contact Information for Small Group (PA/DE)
Useful contact numbers and emails for Small Group (1-100) business in PA and DE locations of Aetna's Northeast Region. If you need assistance, your Brown & Brown broker consultant is here to help.
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2015 Aetna Funding Advantage - New Customer Checklist
This checklist reviews all the documents you will need to submit in order to apply for Aetna Funding Advantage. The process can take longer than a fully insured installation, so begin working with your account manager as soon as possible.
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10.25.2012
Contact Information for Producers (INDIVIDUAL)
Useful contact numbers and emails for Aetna Individual Medicare business. If you need assistance, your Brown & Brown account manager is here to help.
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10.02.2012
Aetna 2013 Medicare Part D - Creditable Coverage Determinations
This is a list showing all Rx plans offered by Aetna, and advises which plans meet CMS testing for creditable or non-creditable stats. Employers who offer Rx, must advise all employees of Rx creditable status by 10/15.
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09.24.2012
HIPPA Authorization form
Members must complete this form in order for health information to be released to a broker. This includes discussion of claims or other issues where PHI may be discussed.
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08.17.2012
SBC Brochure for Clients
Effective for new business or renewal on or after 9/23/12, HCR requires that univeral easy to understand SBC's be distribution to customers. As employers, you share in the responsibility. This is Aetna's guide for employers.
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08.07.2012
SBC Brochure for Brokers
Effective for new business or renewal on or after 9/23/12, HCR requires that univeral easy to understand SBC's be distribution to customers. As brokers, you share in the responsibility. This is Aetna's guide for brokers.
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06.12.2012
New services exclusively for Premier Producers
As a Premier Producer, Brown & Brown is recognized as an elite agency with direct contacts to many of the services listed within. Only through continued annual high-volume production, can a broker qualify to be a Premier Producer.
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