UnitedHealthcare 2019 Agent Training
– Complete Test Prep & Answers
In terms of events, which of the following is true? - Agents are required to report all
events (marketing/sales and education) to UnitedHealthcare according to Company
policy
You have a scheduled appointment with a Consumer to discuss DSNPs. The
consumer has completed the SOA form. Two days before the appointment, the
consumer calls and requests to discuss PDP plans, which you are also certified to
sell. What should you tell the consumer? - Tell the consumer to sign a new SOA
before the start of the meeting.
which election period occurs from October 15 to December 17? - Annual Election
Period (AEP)
You are invite to give a presentation on Medicare Advantage Plans during a
marketing/sales event. You display and distribute business cards, brochures, and
plan-approved business reply cards and lead cards. Is this permitted? - Yes, agents
may provide business cards, lead cards, marketing brochures, and promotional
materials during marketing events, but must not require consumers to provide
contact information.
You have rescheduled 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 is present to hear your presentation, What
should you do? - Before you can start the appointment with both consumers, ask the
consumer's friend to complete an SOA and mark on the SOA the reason it was not
obtained prior to the meeting.
Educational events allow for which of the following to occur? - Provide objective
information about the Medicare program and/or health improvement and wellness.
Julie, a consumer, is having difficulty understanding the information her agent,
Victor, is presenting at her in-home appointment. She provides Victor with her
cousin's telephone number and email address and asks him to explain the plan to
her cousin, who frequently assists with her health care decisions. The next day,
Victor emails Julie's cousin Has Victor been complaint? - No. Victor violated CMS
permission to call guidelines by emailing the cousin without the cousin's permission.
Which of the consumers below would not likely have the authority to enroll a
consumer in a Medicare Advantage Plan? - The Consumer's spouse, who is neither
a Power of Attorney or legal guardian.
When can telephonic contact with a Medicare eligible consumer be made? - When
the consumer consented to be contacted for sales activities and subsequent
telephonic contact has not yet occurred.
, When marketing United Healthcare Medicare plans to consumers, which of the
following must an agent do? - provide current marketing materials that have been
approved by the CMS and United Healthcare.
In what product should agents enroll consumers? - A product that is sutable for the
consumer's needs, goals and financial resources.
Based on the CMS Fraud, Waste, and Abuse (FWA) training, any person who
knowingly submits false claims to the Government is liable for _____ times the
Government's damages caused by the violator plus a penalty - Three
Based on the CMS Fraud, Waste, and Abuse (FWA) training, which of the issues
below should be reported to a Compliance Department? (Select 3) - -Unethical
behavior/employee misconduct.
-Suspected Fraud, Waste, and Abuse (FWA).
-Potential health privacy violation.
Providing objective information about the Medicare program and/or health
improvement and wellness at public venues is the purpose of which of the following?
- Educational events.
How should agent Erin respond when consumer Mrs. Rose notices that the
presented MA Plan has a Star Rating of 2 Stars? - Erin should tell Mrs. Rose that the
plan has received a "Below Average" rating.
Consumer Gary gives his friend's telephone number and email address to Bethany.
What should Bethany do? - She should explain to Gary that regulations require that
his friend contact her directly and could offer sales agent Bethany's business card for
Gary to pass along.
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? - John may
sign the Enrollment Application and must be able to provide documentation that
indicates his authority under state law to enroll his mother.
Educational events allow for which of the following to occur? - Provide objective
information about the Medicare program and/or health improvement and wellness.
Who has the authority to sign an Enrollment Application? - The consumer or the
consumer's authorized legal representative (e.g., Power of attorney).
When marketing United Healthcare Medicare plans to consumers, which of the
following must and agent do? - Provide current marketing materials that have been
approved by the CMS and United Healthcare.
Which of the following statements are true about the Statement of Understanding? -
It ensures that when the consumer signs the Medicare Advantage and/or Part D
Enrollment Application, they are acknowledging their understanding that they are
actually enrolling, in which plan they are enrolling, and standard disclosures.
– Complete Test Prep & Answers
In terms of events, which of the following is true? - Agents are required to report all
events (marketing/sales and education) to UnitedHealthcare according to Company
policy
You have a scheduled appointment with a Consumer to discuss DSNPs. The
consumer has completed the SOA form. Two days before the appointment, the
consumer calls and requests to discuss PDP plans, which you are also certified to
sell. What should you tell the consumer? - Tell the consumer to sign a new SOA
before the start of the meeting.
which election period occurs from October 15 to December 17? - Annual Election
Period (AEP)
You are invite to give a presentation on Medicare Advantage Plans during a
marketing/sales event. You display and distribute business cards, brochures, and
plan-approved business reply cards and lead cards. Is this permitted? - Yes, agents
may provide business cards, lead cards, marketing brochures, and promotional
materials during marketing events, but must not require consumers to provide
contact information.
You have rescheduled 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 is present to hear your presentation, What
should you do? - Before you can start the appointment with both consumers, ask the
consumer's friend to complete an SOA and mark on the SOA the reason it was not
obtained prior to the meeting.
Educational events allow for which of the following to occur? - Provide objective
information about the Medicare program and/or health improvement and wellness.
Julie, a consumer, is having difficulty understanding the information her agent,
Victor, is presenting at her in-home appointment. She provides Victor with her
cousin's telephone number and email address and asks him to explain the plan to
her cousin, who frequently assists with her health care decisions. The next day,
Victor emails Julie's cousin Has Victor been complaint? - No. Victor violated CMS
permission to call guidelines by emailing the cousin without the cousin's permission.
Which of the consumers below would not likely have the authority to enroll a
consumer in a Medicare Advantage Plan? - The Consumer's spouse, who is neither
a Power of Attorney or legal guardian.
When can telephonic contact with a Medicare eligible consumer be made? - When
the consumer consented to be contacted for sales activities and subsequent
telephonic contact has not yet occurred.
, When marketing United Healthcare Medicare plans to consumers, which of the
following must an agent do? - provide current marketing materials that have been
approved by the CMS and United Healthcare.
In what product should agents enroll consumers? - A product that is sutable for the
consumer's needs, goals and financial resources.
Based on the CMS Fraud, Waste, and Abuse (FWA) training, any person who
knowingly submits false claims to the Government is liable for _____ times the
Government's damages caused by the violator plus a penalty - Three
Based on the CMS Fraud, Waste, and Abuse (FWA) training, which of the issues
below should be reported to a Compliance Department? (Select 3) - -Unethical
behavior/employee misconduct.
-Suspected Fraud, Waste, and Abuse (FWA).
-Potential health privacy violation.
Providing objective information about the Medicare program and/or health
improvement and wellness at public venues is the purpose of which of the following?
- Educational events.
How should agent Erin respond when consumer Mrs. Rose notices that the
presented MA Plan has a Star Rating of 2 Stars? - Erin should tell Mrs. Rose that the
plan has received a "Below Average" rating.
Consumer Gary gives his friend's telephone number and email address to Bethany.
What should Bethany do? - She should explain to Gary that regulations require that
his friend contact her directly and could offer sales agent Bethany's business card for
Gary to pass along.
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? - John may
sign the Enrollment Application and must be able to provide documentation that
indicates his authority under state law to enroll his mother.
Educational events allow for which of the following to occur? - Provide objective
information about the Medicare program and/or health improvement and wellness.
Who has the authority to sign an Enrollment Application? - The consumer or the
consumer's authorized legal representative (e.g., Power of attorney).
When marketing United Healthcare Medicare plans to consumers, which of the
following must and agent do? - Provide current marketing materials that have been
approved by the CMS and United Healthcare.
Which of the following statements are true about the Statement of Understanding? -
It ensures that when the consumer signs the Medicare Advantage and/or Part D
Enrollment Application, they are acknowledging their understanding that they are
actually enrolling, in which plan they are enrolling, and standard disclosures.
