In What Product Should Agents Enroll Consumers

Question:

Answer:

Question: When completing an enrollment application in LEAN, why is an agent prohibited from entering his or her own email address in a field available for the consumer’s email address?

Answer: The consumer/member would not receive plan related correspondence intended for him/her.

Question: Which election period runs from October 15 to December 7 and allows consumers to elect to join a Medicare Advantage Plan or switch to a different plan?

Answer: Annual Election Period (AEP)

Question:

Answer: Dino presented a plan prior to October 1.

Question: Mr. and Mrs. Nelson, who are current members, unexpectedly walk into Jake’s insurance agency office and ask him to discuss Medicare Advantage Plans. Does Jake need to obtain a Scope of Appointment (SOA) form?

Answer: Yes, he needs to obtain an SOA from both Mr. and Mrs. Nelson.

Question: Which describes the purpose of educational events?

Answer: Educational events provide objective information about the Medicare program and/or health improvement and wellness.

Question: How should agent Erin respond when consumer Mrs. Rose notices that the presented MA Plan has a Star Rating of 2 stars?

Answer: Erin should tell Mrs. Rose that the plan has received a “Below Average” rating.

Question: Which of the following describes Permission to Contact guidelines?

Answer: It is method specific (e.g., telephone, email), short term (i.e., expires when contact is made), and event specific (i.e., limited to the products identified).

Question:

Answer: No. Victor violated United Healthcare permission to contact guidelines by emailing the cousin without the cousin’s permission

Question: Which of the individuals below would not likely have the authority to enroll a consumer in a Medicare Advantage Plan?

Answer: The consumer’s spouse, who is neither a Power of Attorney nor legal guardian.