Whose email address may the agent enter into the LEAN enrollment application?
Only the consumer’s email (or leave it blank).
Dino, an agent, received a phone call on Sept. 29 from a consumer interested in Medicare Advantage plans for the new year. Dino proceeded to verify the consumer’s Medicare eligibility, describe the costs and benefit coverage of the plan, and explained that he could not accept an enrollment application until Oct. 15. What did Dino do that was NOT compliant?
A) Dino did nothing that was non-compliant
B) Dino refused to take the enrollment application until Oct. 15
C) Dino presented a plan prior to Oct. 1
A) Dino did nothing that was non-compliant
B) Dino refused to take the enrollment application until Oct. 15
C) Dino presented a plan prior to Oct. 1
You have scheduled an appointment and obtained a Scope of Appointment (SOA) form to discuss Medicare Advantage Plans with a consumer. When you arrive at the appointment, a friend of the consumer who is Medicare-eligible is present to hear your presentation. What should you do?
A) Before you can start the appointment with both consumers, ask the consumer’s friend to complete an SOA
B) Ask the consumer’s friend to complete the SOA and schedule a separate appointment
C) Tell the consumer that you will come back on another day
D) Ask the consumer’s friend to leave since she had not scheduled the appointment.
A) Before you can start the appointment with both consumers, ask the consumer’s friend to complete an SOA
B) Ask the consumer’s friend to complete the SOA and schedule a separate appointment
C) Tell the consumer that you will come back on another day
D) Ask the consumer’s friend to leave since she had not scheduled the appointment.
Janine, currently enrolled in a 3-star plan, discovers there is a 5-star plan available where she lives. She asks her agent, Josh, to enroll her in the 5-star plan. Josh can advise Janine of each of the following except:
A) Josh should tell Janine that she can change her current plan to a 5-star plan since one is available in the area where she lives.
B)Josh should tell Janine that she can only use the 5-star SEP once per calendar year
C) Josh should tell Janine that the new coverage will start the first month after she enrolls in the 5 star plan
D) Josh should tell Janine that she can only change her current plan to a 5 star plan during the Annual Election Period
A) Josh should tell Janine that she can change her current plan to a 5-star plan since one is available in the area where she lives.
B)Josh should tell Janine that she can only use the 5-star SEP once per calendar year
C) Josh should tell Janine that the new coverage will start the first month after she enrolls in the 5 star plan
D) Josh should tell Janine that she can only change her current plan to a 5 star plan during the Annual Election Period
Agent Bryan wants to grow his book of business. Which of the following lead generating activities is NOT compliant?
A) At each appointment he asks the consumer for the name and phone number of at least one acquaintance who is 65 or older
B) At each appointment he provides extra business cards to the consumer and asks that they pass them along to acquaintances
C) After enrolling a consumer, he mails a thank you card from the UHC Toolkit and encloses a few business cards for the new member to pass along to acquaintances.
A) At each appointment he asks the consumer for the name and phone number of at least one acquaintance who is 65 or older
B) At each appointment he provides extra business cards to the consumer and asks that they pass them along to acquaintances
C) After enrolling a consumer, he mails a thank you card from the UHC Toolkit and encloses a few business cards for the new member to pass along to acquaintances.
Agent Ralph wants to market 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?
A) Ralph sends a flyer inviting consumers to a marketing/sales event to each resident via postal mail
B) Ralph puts a flyer inviting consumers to a marketing/sales event on the door of each house.
C) 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.
D) 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.
A) Ralph sends a flyer inviting consumers to a marketing/sales event to each resident via postal mail
B) Ralph puts a flyer inviting consumers to a marketing/sales event on the door of each house.
C) 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.
D) 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.
John has Power of Attorney to act on behalf of his mother. What does that mean when it comes to his mother enrolling in a Medicare Advantage Plan?
A) John may sign the Enrollment Application and must be able to provide documentation upon request by the plan that indicates his authority under state law to enroll his mother
B) John may sign the Enrollment Application, but does not need to provide documentation to support his claim of authority upon request by the plan
C) John may sign the Enrollment Application and must submit documentation that indicates his authority under state law to enroll his mother with the application
D) John may attend a personal.individual marketing appointment with his mother, but has no authority to sign the Enrollment Application
A) John may sign the Enrollment Application and must be able to provide documentation upon request by the plan that indicates his authority under state law to enroll his mother
B) John may sign the Enrollment Application, but does not need to provide documentation to support his claim of authority upon request by the plan
C) John may sign the Enrollment Application and must submit documentation that indicates his authority under state law to enroll his mother with the application
D) John may attend a personal.individual marketing appointment with his mother, but has no authority to sign the Enrollment Application
When can telephonic contact with a Medicare eligible consumer be made?
A) When the consumer consented to be contacted for sales activities, subsequent telephonic contact has not yet occurred, and the permission has not yet expired.
B) When confirming receipt of mailed information
C) When a member has voluntary disenrolled from a plan
A) When the consumer consented to be contacted for sales activities, subsequent telephonic contact has not yet occurred, and the permission has not yet expired.
B) When confirming receipt of mailed information
C) When a member has voluntary disenrolled from a plan
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