UHC :MASTERING UHC MEDICARE
SALES COMPLIANCE
Which of the following rules does not apply to agents staffing a UnitedHealthcare
MedicareStore? - Educational event rules
Which of the following activities conducted at a marketing/sales event is not
compliant? - The agent displayed materials for non-health related products
Which of the following is a purpose of conducting event observation and oversight? -
To ensure consumers receive accurate and compliant information from agents.
Agent Santana has developed a relationship with Dr. Westberry, a Primary Care
Physician contracted with several Medicare Advantage Plans. Dr. Westberry is
asked to attend a formal marketing/sales event conducted by Agent Santana. Which
of Dr. Westberry's actions is non-compliant? - Offers blood pressure screenings as
consumers wait for the event to begin
At an informal marketing/sales event, which of the following activities is not
permitted? - Approaching consumers as they pass by your booth/kiosk/table
Which of the following is not required when conducting a marketing/sales event? -
Providing refreshments and giveaways
Paul is setting up a marketing/sales event at a community center where he is going
to discuss UnitedHealthcare Medicare Advantage plans. He has placed a
UnitedHealthcare logo pen ($3 value), Clarity Guide, and an Enrollment Guide at
each seat. What, if anything, has Paul done wrong? - Paul has done nothing wrong.
The giveaway is under the $15 nominal value and he is providing approved
marketing and plan-specific material.
Janine is conducting a marketing/sales event in a senior center cafeteria. The
cafeteria generally provides a dinner meal from 5pm to 6pm. Can Janine conduct her
marketing/sales meeting in the cafeteria between 5pm and 6pm? - No, she can
conduct an event that ends no later than 5pm or wait until after 6pm.
Agent John Rogers is planning a formal marketing/sales event and has decided to
place an advertisement in the local paper. What disclaimers must John include in the
advertisement? - THIS IS NOT THE ANSWER:
For accommodation of persons with special needs at sales meetings, call 555-555-
1234, TTY 711. and "Attend with no obligation to enroll."
Which of the following individuals is permitted to present a short introductory
presentation of educational content at the beginning of an informal marketing/sales
event? - A licensed agent, a non-licensed plan representative, a provider
SALES COMPLIANCE
Which of the following rules does not apply to agents staffing a UnitedHealthcare
MedicareStore? - Educational event rules
Which of the following activities conducted at a marketing/sales event is not
compliant? - The agent displayed materials for non-health related products
Which of the following is a purpose of conducting event observation and oversight? -
To ensure consumers receive accurate and compliant information from agents.
Agent Santana has developed a relationship with Dr. Westberry, a Primary Care
Physician contracted with several Medicare Advantage Plans. Dr. Westberry is
asked to attend a formal marketing/sales event conducted by Agent Santana. Which
of Dr. Westberry's actions is non-compliant? - Offers blood pressure screenings as
consumers wait for the event to begin
At an informal marketing/sales event, which of the following activities is not
permitted? - Approaching consumers as they pass by your booth/kiosk/table
Which of the following is not required when conducting a marketing/sales event? -
Providing refreshments and giveaways
Paul is setting up a marketing/sales event at a community center where he is going
to discuss UnitedHealthcare Medicare Advantage plans. He has placed a
UnitedHealthcare logo pen ($3 value), Clarity Guide, and an Enrollment Guide at
each seat. What, if anything, has Paul done wrong? - Paul has done nothing wrong.
The giveaway is under the $15 nominal value and he is providing approved
marketing and plan-specific material.
Janine is conducting a marketing/sales event in a senior center cafeteria. The
cafeteria generally provides a dinner meal from 5pm to 6pm. Can Janine conduct her
marketing/sales meeting in the cafeteria between 5pm and 6pm? - No, she can
conduct an event that ends no later than 5pm or wait until after 6pm.
Agent John Rogers is planning a formal marketing/sales event and has decided to
place an advertisement in the local paper. What disclaimers must John include in the
advertisement? - THIS IS NOT THE ANSWER:
For accommodation of persons with special needs at sales meetings, call 555-555-
1234, TTY 711. and "Attend with no obligation to enroll."
Which of the following individuals is permitted to present a short introductory
presentation of educational content at the beginning of an informal marketing/sales
event? - A licensed agent, a non-licensed plan representative, a provider
