What type of events must an agent report to UnitedHealthcare? - Only the
marketing/sales events, both formal and informal. (WRONG)
While using LEAN to complete an enrollment application with a consumer, Agent Jeff
learns the consumer does not have an email address. What should Jeff do? - Leave any
field requesting a consumer email address blank.
Which election period occurs from October 15 to December 7? - AEP Annual Election
Period
Agent Kim is conducting an event that has been advertised as educational. Which
activities are permitted at an educational event? - Displaying and distributing business
cards and lead cards, scheduling one-on-one marketing appointments, and obtaining
scope of appointment forms.
Kira has scheduled an appointment and obtained a Scope of Appointment (SOA) form
to discuss Medicare Advantage Plans with a consumer. When she arrives at the
appointment, a friend of the consumer who is Medicare-eligible is present to hear your
presentation. What should Kira do? - Before Kira can start the appointment with both
consumers, she must ask the consumer's friend to complete an SOA.
Educational events allow for which of the following to occur? - Provide objective
information about the Medicare program and/or health improvement and wellness.
How should agent Erin respond when consumer Mrs. Rose notices that the presented
MA Plan has a Star Rating of 2 stars? - Erin should tell Mrs. Rose that the plan has
received a "Below Average" rating.
Agent Bryan wants to grow his book of business. Which of the following lead generating
activities is NOT compliant? - At each appointment he asks the consumer for the name
and phone number of at least one acquaintance who is 65 or older and calls the
referred individual.
Agent Ralph wants to market Medicare Advantage Plans in his neighborhood - an area
that consists of single-family houses, an assisted living facility, a church, and public
library. Which of the following methods of contact is permitted? - Ralph sends a flyer
inviting consumers to a marketing/sales event to each resident via postal mail.
Which of the individuals below would not likely have the authority to enroll a consumer
in a Medicare Advantage Plan? - The consumer's spouse, who is neither a Power of
Attorney nor legal guardian.
In which of the following situations can telephonic contact be made with a Medicare
eligible consumer? - When the consumer consented to be contacted for sales activities,
subsequent telephonic contact has not yet occurred, and the permission has not yet
expired.
Agent Jacob learns that Emily, the consumer with whom he is meeting, is the authorized
legal representative for her father. What must Jacob explain to Emily when completing
an Enrollment Application for her father? - Jacob must explain that Emily will sign the
Enrollment Application and must submit documentation with the application that
indicates her legal authority to enroll her father. (WRONG)
As an agent, you must not do which of the following when marketing UnitedHealthcare
Medicare Advantage plans to consumers? - Use providers or provider groups to
distribute printed information comparing benefits of different health plans without
approval.
An agent should only enroll a consumer in a product: - That is suitable for the
consumer's needs, goals and financial resources.
By signing the Statement of Understanding, the consumer: - Acknowledges that they
clearly understand that they are enrolling in a plan, combined with knowing the specific
plan in which they are enrolling.
What is the definition of Fraud? - Fraud is intentionally misrepresenting or concealing
facts to obtain something of value.
Which of the issues below are examples of Fraud, Waste and/or Abuse? (Select 3) - 1-
Using another person's medical insurance information to obtain prescriptions. 2 - The
pharmacy splits the original prescription to receive additional dispensing fees.3-
Falsifying signatures or medical records
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