Step 1: Go to https://www.aetna.com/producer_public/login.fcc

Step 2: Log in with your username and password

Step 3: Enter the verification code sent to your email

Step 4: In the menu, select Compensation and Reporting + Under Individual Medicare, select Detailed Reporting

Step 5: Under Enrollment reports, select Medicare Book of Business Report

Step 6: A pop-up will confirm: "Your report is ready!"

Step 1: Go to https://brokerportal.anthem.com/apps/ptb/login

Step 2: Log in with your username and password

Step 3: Enter the verification code sent to your email or phone

Step 3: Go to Tools and Resources + Select Reports

Step 4: Select Client from the drop-down

Step 5: Click Download Client Report

Step 1: Go to: https://agent.devoted.com/

Step 2: Log in with your username and password

Step 3: Land on the Home page

Step 4: Click on Clients

Step 5: View Book of Business

Step 6: Scroll down to find Export visible rows or Download CSV

Step 1: Go to https://www.healthspring.com/brokers

Step 2: Scroll down and click on Go to HealthSpring Brokers Portal

Step 3: Click on Login

Step 4: Enter your username and password

Step 5: Verify your Identity - Receive the verification code and enter it

Step 6: In the menu, click Medicare Advantage + Select Book of Business — this opens a new tab

Step 7: On the Book of Business dashboard , click the arrow next to Edit on the right-hand side + Click Export

Step 8: You will see a pop-up: Select Formatted File + Click Export

Step 1: Go to https://account.humana.com/

Step 2: Enter your username and password

Step 3: Verify your identity — enter the 6-digit code sent by text or email

Step 4: Locate My Humana Business

Step 5: Scroll down and select View All Customers

Step 6: Click Export

Step 7: Select All Columns (or default columns)

Step 8: Agree to the export acknowledgment

Step 1: Go to https://account.evolvenxt.com/ and log in

Step 2: Under Domains, select SCAN

Step 3: Click on Book of Business

Step 4: Click Search

Step 5: View the results on screen, or click Download to export the BoB data

Step 1: Go to https://www.uhcjarvis.com/content/jarvis/en/sign_in.html

Step 2: Click Sign In with One Healthcare ID

Step 3: Enter your One Healthcare ID or email address

Step 4: Confirm your One Healthcare ID or email (it should pre-populate) + Enter your password + Click Continue

Step 5: Enter the code received by text or call

Step 6: Click Book of Business

Note: If you don't see Book of Business in the menu, you may need to switch dashboards. Click your profile name and select the profile tied to the writing ID associated with your Medicare appointment.

Step 7: Click Download

Step 1: Go to https://desktop.pingone.com/cnc-workbench-brk

Step 2: Enter your username and password

Step 3: Select email or text for authentication

Step 4: Enter the code and sign on

Step 5: Click Centene Workbench

Step 6: Click Book of Business

Step 7: Click Search

Step 8: Click Download