DEVOTED HEALTH AGENT
CERTIFICATION TEST 2024 QUESTIONS
AND ANSWERS
What type of events must an agent report to UnitedHealthcare? - Answer-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? - Answer-
Leave any field requesting a consumer email address blank.
Which election period occurs from October 15 to December 7? - Answer-AEP Annual
Election Period
Agent Kim is conducting an event that has been advertised as educational. Which
activities are permitted at an educational event? - Answer-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? - Answer-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? - Answer-Provide objective
information about the Medicare program and/or health improvement and wellness.
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.
Agent Bryan wants to grow his book of business. Which of the following lead generating
activities is NOT compliant? - Answer-At each appointment he asks the consumer for
the name and phone number of at least one acquaintance who is 65 or older and calls
the referred individual.
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? - Answer-Ralph sends a
flyer inviting consumers to a marketing/sales event to each resident via postal mail.
CERTIFICATION TEST 2024 QUESTIONS
AND ANSWERS
What type of events must an agent report to UnitedHealthcare? - Answer-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? - Answer-
Leave any field requesting a consumer email address blank.
Which election period occurs from October 15 to December 7? - Answer-AEP Annual
Election Period
Agent Kim is conducting an event that has been advertised as educational. Which
activities are permitted at an educational event? - Answer-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? - Answer-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? - Answer-Provide objective
information about the Medicare program and/or health improvement and wellness.
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.
Agent Bryan wants to grow his book of business. Which of the following lead generating
activities is NOT compliant? - Answer-At each appointment he asks the consumer for
the name and phone number of at least one acquaintance who is 65 or older and calls
the referred individual.
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? - Answer-Ralph sends a
flyer inviting consumers to a marketing/sales event to each resident via postal mail.
