Devoted Health
Agent
Certification
Test 2024
What type of events must an agent report to UnitedHealthcare?
Only the marketing/sales events, both formal and informal.
While using LEAN to complete an enrolment 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.
Agent
Certification
Test 2024
What type of events must an agent report to UnitedHealthcare?
Only the marketing/sales events, both formal and informal.
While using LEAN to complete an enrolment 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.
