What type of events must an agent report to UnitedHealthcare? - THE CORRECT ASNWER IS 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? - THE CORRECT ASNWER IS -Enter his own email address and then print out and mail to the consumer any correspondence received. -Leave any field requesting a consumer email address blank.(right) -Ask the consumer for the email address of a friend or relative, so that person can print out any correspondence received for the consumer. Annual Election Period (AEP) is a time when: - THE CORRECT ASNWER IS - Consumers cannot elect to join a Medicare Advantage Plan or switch to a different plan. -Only certain Medicare-eligible consumers can make changes. -Consumers can elect to join a Medicare Advantage Plan or switch to a different plan.(right) -Consumers are only allowed to disenroll from their Medicare Advantage plan and return to Original Medicare. Which of the following materials is an agent NOT permitted to display and/or distribute at a marketing/sales event? - THE CORRECT ASNWER IS -5 dollar gift cards to an innetwork pharmacy.(right) -Generic business reply cards for Medicare products. -Pens and notepads that contain the agent's contact information. -Medicare Made Clear brochures from the UnitedHealthcare Toolkit. Rina, a consumer, has requested an appointment with Connor, an agent, to discuss DSNPs. Prior to the appointment Rina completed a Scope of Appointment (SOA) form. On the day of the appointment, Rina brings her friend Shelley, who is Medicare-eligible, to the meeting. Shelley also wants to talk about DSNPs. What should Connor do when he sees both Rina and Shelley at the appointment? - THE CORRECT ASNWER IS -Ask Shelley to leave since she has not scheduled the appointment. -Ask Shelley to complete the SOA and schedule a separate appointment without Rina. -Ask Shelley to complete an SOA before the start of the meeting.(right) -Tell Rina that he will come back another day. Which describes the purpose of educational events? - THE CORRECT ASNWER IS - Educational events provide objective information about the Medicare program and/or health improvement and wellness.(right) -Educational events provide an opportunity to steer a consumer toward a specific or limited number of plans. -Educational events provide an opportunity to review benefits, premiums and product information with consumers. -Educational events are often exclusively conducted at a personal/individual (e.g., inhome) marketing appointment. How should agent Erin respond when consumer Mrs. Rose notices that the presented MA Plan has a Star Rating of 2 stars? - THE CORRECT ASNWER IS -Erin should tell Mrs. Rose that each plan has the same Star Rating and it does not accurately reflect an individual plan's performance in certain categories. -Erin should let Mrs. Rose know that the rating is for agent use only and has accidentally been printed in the Enrollment Guide. -Erin should tell Mrs. Rose that the plan has received a "Below Average" rating.(right) -Erin should tell Mrs. Rose that the plan has received an "Above Average" rating. When does Permission to Contact for Medicare Advantage and/or Prescription Drug Plans expire? - THE CORRECT ASNWER IS -Once contact is made. -At the end of the calendar year. -Once contact is made or 9 months from the date the consumer provided permission (e.g., consumer signature date on BRC) or 90 days if on federal do not call list, whichever comes first.(right) -9 months (or 90 days if on federal do not call list) from the date the consumer provided permission (e.g., consumer signature date on BRC). 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? - THE CORRECT ASNWER IS -Ralph puts a flyer inviting consumers to a marketing/sales event on the door of each house. -Ralph puts a flyer inviting consumers to a marketing/sales event on the windshield of each car in the church parking lot on Sunday morning. -Ralph sends a flyer inviting consumers to a marketing/sales event to each resident via postal mail.(right) -Ralph stands in the lobby of the assisted living facility and hands out to the residents a flyer inviting them to a marketing/sales event. An individual with Power of Attorney is an example of what authority? - THE CORRECT ASNWER IS -Permission by the consumer to act on their behalf.(wrong) -Permission by the health plan to act on behalf of a consumer or member. -Legal authority under state law to act on behalf of another individual. -Legal authority under federal law to act on behalf of another individual. In which of the following situations can telephonic contact be made with a Medicare eligible consumer? - THE CORRECT ASNWER IS -When the consumer consented to be contacted for sales activities, subsequent telephonic contact has not yet occurred, and the permission has not yet expired.(right) -When a member has voluntarily disenrolled from a plan


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