Aetna Remote-Selling Tools (ekits and RATE)

Try these remote-selling tools (e-kits and RATE)

Do you have clients who want to move forward with enrollment, without having an agent enter their home? For Aetna Medicare (MA/MAPD) and SilverScript PDP products, there are two tools you can use: e-kits and the Remote Agent Telephonic Enrollment (RATE) tool. To use either option, you must have access to the Ascend Virtual Sales Office app; to get access, fill out an Ascend app request form on Producer World. (Please note that it can take up to 2-7 days to process new user requests for Ascend.)

Tool

Why use it?

Requirements

e-kits

Allows your clients to enroll online and maintain you as their writing agent

• You must have access to the Ascend app

• Works on any laptop or iPad mobile device

• (No special set up or extra training required)

Remote Agent Telephonic Enrollment (RATE) tool

Allows you to obtain a complete, compliant enrollment entirely by phone

• You must have an iPad to use the RATE tool; it is not compatible with other tablet brands

• You must have access to the Ascend app
• You must complete an online, self-paced compliance training and pass a quiz with a score of 90% in two tries or less