Aetna Business Alliance Portal – Reference Guide
ConfidentialPage 110/03/2018
Aetna Business Alliance Portal – Reference Guide
Aetna Business Alliance Portal
Reference Guide
Table of Contents
Introduction
Registration (Alliance Firm)
Registration (Portal User)
Portal Navigation
Ordering Sales and Marketing Material[Allied Material Request System]
Frequently Asked Questions
ConfidentialPage 110/03/2018
Aetna Business Alliance Portal – Reference Guide
Introduction
The following reference guide details the process of registering and logging in to the Aetna Business Alliance Portal, and provides instructions for how to access marketing, training and other material available on the site.Registration (Alliance Firm)
The following details the process of registering firms in the Aetna Business Alliance Portal.Step / Action
1. / Click the Register Now button on the Aetna Business Alliance PortalLog In screen
2. / Select the Fulfillment Manager option and click the Continue button
Step / Action
3. / Complete the Firm and Fulfillment Manager screen, then click the Continue button
4. / Note Aetna’s E-mail Policy, available by clicking the Why are we asking for your e-mail address link
Step / Action
5. / Review the Portal Acknowledgement screen and click the Continue button
6. / Click the Add button to add the firm’s users to portal user list
Step / Action
7. / Complete the Add Agent/Broker/Employee screen, then click the Continue button
8. / Click the Add button to add additional users to the portal user list < OR > the Back button to return to the Aetna Business Alliance PortalLog In screen
Registration (Portal User)
The following details the Aetna Business Alliance Portal user registration process.Step / Action
1. / Click the Register Now button on the Aetna Business Alliance PortalLog In screen
2. / Select the Employeeoption and click the Continue button
Step / Action
3. / Complete steps 1 – 4 of theAetna Business Alliance Registration process, then click the Continue button
Step / Action
4. / Confirm that the correct e-mail address displays and click the Email button, otherwise click the U.S. Mail button
Step / Action
5. / Complete steps 5 – 7 of the Aetna Business Alliance Registration process, then click the Continue button
Step / Action
6. / Confirm that the correct User Name displays, then click the Login button
5. / Complete the Username and Password fields on the Aetna Business Alliance PortalLog In screen and click the Go button
Portal Navigation
The following highlights the main sections of the Aetna Business Alliance Portal – “Information and Updates”, “Marketing” (see ORDERING SALES AND MARKETING MATERIAL (ALLIED) for details on ordering enrollment kits and brochures); “Training” and “Licensing, Commissions and Reporting”.Step / Action
1. / Click the Continue buttonon the Site Acknowledgement screen
2. / Note the variety of navigational/menu options to access the Aetna Business Alliance Portalsite’s four main sections: Information and Updates, Marketing, Trainingand
Licensing, Commissions and Reporting
Step / Action
3. / The Business Alliances Information and Updatessub-menu includes links to General Aetna Medicare information, Frequently Asked Questions and Key Contacts – additional links and resources will become available over time
4. / The Marketing sub-menu provides links tothe BEITCH siteforAetna-approved advertising collateral, lead generation material, postergeneration and sales presentation support
Note: see ORDERING SALES AND MARKETING MATERIAL (ALLIED) for details on ordering enrollment kits and brochures
Step / Action
5. / The Training sub-menu provides access to Affinity Partner Train-the-Trainer (T3) material. Additional material will be available over time
6. / The Licensing, Commissions and Reporting sub-menu links to ProducerWorld’sAvailable License and Appointment Information screen
Note:Producer World has a link back to the Aetna Business Alliance Portal on it’s home page
7. / Click the Email this Page link to e-mail a (copy?)Aetna Business Alliance Portal page. This feature is available from all Aetna Business Alliance Portalscreens
8. / Note the ability to print Aetna Business Alliance Portalscreens and enlarge or reduce font size, also available from any Aetna Business Alliance Portalscreen
Step / Action
9. / Click the Web Privacy Statement link to review Aetna’s internet privacy statement(s)
10. / Click the Legal Statement link to review Aetna’s legal disclaimer(s)
11. / Click the Privacy Notices link to review Aetna’s HIPAA and other general privacy disclaimer(s)
12. / Click the Member Disclosure link to review Aetna’s Member Disclosure information
13. / Click the Log Out link to log out of the Aetna Business Alliance Portal
Ordering Sales and Marketing Material [Allied Material Request System]
The following details the process of requesting enrollment kits, brochures and other sales and marketing material through the [Allied Material Request System]Step / Action
1.
2.
Step / Action
3.
4.
5.
Step / Action
6.
Frequently Asked Questions
1. Who should I contact if I experience system problems?Any issues or questions regarding the usability or performance of the Aetna Business Alliance Portal or the [Allied Material Request System]should be directed to[insert support area]. To escalate, contact [insert support area].
2. Does the system include an online help feature?
The Aetna Business Alliance Portal does not include an online help feature. Please refer to thisreference guide, or applicable training alerts, for assistance with system-specific tasks.
ConfidentialPage 110/03/2018