Introduction

Aetna requires the use of their self-service portal for quoting groups with 2–100 eligible employees. This SOP outlines the steps for accessing the portal, running quotes, handling special requirements, and submitting a sold case. For assistance beyond the portal’s capabilities, contact:

Marti James

Email: Jamesm1@aetna.com

Part 1: Quoting a Group on the Aetna Portal

Step 1: Log in to the Aetna Producer Portal

• URL: https://www.aetna.com/producer_public/login.fcc
• Username: RTAYLOR@25
• Password: Password2025!

Step 2: Access the Quoting Section

• On the top navigation bar, click "Quote & Enroll".
• Under the Enroll & Bill section, select "Small Group".
• Click "Ready to Quote" to view existing and prior quotes. This dashboard allows filtering by status and re-running quotes with updated information.

Step 3: Start a New Quote

• Click "Quote Group".

Step 4: Enter Group Details

Fill out all required fields:

• Group Name
• EIN