By contacting plans… By contacting plans available in your area, you have learned that the plan you represent has a significantly lower monthly premium than the others. Furthermore, you see that the plan you represent has a unique benefit package. What should you do to make sure your clients know about these pieces of information? … Read more
Ordinarily, you obtain… Ordinarily, you obtain referrals from a third-party that initiates contact with potential clients and usually sets up appointments for you. How would the guidelines for marketing MA and Part D plans apply to this practice? Third parties may NOT make unsolicited calls, visits, or emails to Medicare beneficiaries in order to set … Read more
A Medicare beneficiary… A Medicare beneficiary has walked into your office and requested that you sit down with her and discuss her options under the Medicare Advantage program. Before engaging in such a discussion, what should you do? You must have her sign a scope of appointment form, indicating which products she wishes to discuss. … Read more
The Mobile Scope… The Mobile Scope of Appointment (SOA) & Enrollment platform enables agents to capture/store SOA and complete/submit an enrollment application. True
Juan Perez, who… Juan Perez, who is turning age 65 next month, intends to work for several more years at Smallcap, Incorporated. Smallcap has a workforce of 15 employees and offers employer-sponsored healthcare coverage. Juan is a naturalized citizen and has contributed to the Medicare system for over 20 years. Juan asks you if he … Read more
LU is turning 65… LU is turning 65 in November and called to ask for your help deciding on a MA plan. She agreed to sign a scope of appointment form and meet with you October 15. During the appointment, what are you permitted to do? You may provide her with the required enrollment material … Read more
Which of the… Which of the following is/are the benefits of the Appointment Verification Line (AVL) via a phone call with the beneficiary? (Select all that apply) AVL telephonically records SOA via a phone call with the beneficiary Records and saves the Scope of Appointment (SOA) per CMS regulations via a live agent speaking … Read more
