UHC EVENTS BASICS STUDY GUIDE 2025/2026 QUESTIONS
WITH ANSWERS GRADED A+
✔✔what are some examples of generic marketing materials? - ✔✔social media sites
and websites
✔✔sites used to market UHC plans must be _____ by UHC and CMS prior to use -
✔✔approved
✔✔when talking about marketing materials what should the agent NOT do? - ✔✔add,
enhance, delete, modify, edit or create any content in the marketing materials provided
by the health plan
modify approved materials in any way, no matter how minor
ask health related or health screening questions on generic, agent created materials
✔✔What must an agent do when talking about marketing materials? - ✔✔use marketing
materials only for products they are certified to market/sell
✔✔What does PTC stand for? - ✔✔permission to contract
✔✔What does SOA stand for? - ✔✔Scope of appointment
✔✔What does permission to contact mean? - ✔✔is permission given by the consumer
to be called or otherwise contacted by an agent for the purpse of marketng any UHC
medicare solutions product includeing MA, Prescription drug or med sup plans.
✔✔PTC must be______? - ✔✔documented, retained and available upon request for 10
years
✔✔PTC must also be? - ✔✔Method specific, short term and event specific
✔✔What does method specific mean? - ✔✔contact can only be made by the method
permitted by the consumer. Permission to telephone only enables the agent to dial the
number provided.
AN AGENT MUST RECEIVE EXPLICIT PERMISSION TO TEXT OR EMAIL THE
CONSUMER
having access to a phone number or email address does not imply permission from the
consumer
, ✔✔What is short term? - ✔✔PTC expires once the agent has made contact with the
consumer or 9 months after the date the PTC was received.
PTC expires 90 days after the receipt for consumers requesting info on med sup's or
who are on the federal DNC list.
✔✔What does event specific mean? - ✔✔the agent can only contact the consumer to
discuss the products indicated in he PTC mechanism
✔✔what does BRC mean? - ✔✔business reply cards
✔✔agents who telephone a consumer in response to a BRC that has specific products
documented on the card, may only ____ - ✔✔discuss the products that were indicated
within the BRC
✔✔BRC's are only intended to obtain permission to contact - ✔✔it does not satisfy the
SOA requirement
✔✔SOA does not secure permission to contact - ✔✔it confirms permission to discuss
product types during an individual appointment
✔✔If a BRC is returned by the consumer without a valid phone number, agents____ -
✔✔may NOT look up or search for consumer information in order to contact the
consumer either by telphone or a visit.
✔✔What is a Scope of appointment (SOA)? - ✔✔captures the consumers permission to
discuss certain products.
✔✔Where are SOA forms available? - ✔✔in enrollment guides and as standalone
documents on the sales material portal accessible on jarvis
✔✔a SOA is required from each Medicare eligible consumer present at any face to face
or telephonic marketing appkintment to discuss MA and or PDP plans including____ -
✔✔authoried legal representitives and each spouse ( if a married couple is present)
✔✔When a consumer walks into an agent's office or a UHC medicarestore, the agent
must obtain an SOA - ✔✔prior to discussion
✔✔In leu of a SOA form, agents must announce the products that will be presented at
the formal or informal marketing/sales event - ✔✔agents may obtain an SOA for future
face to face or telephonic appointments if the consumer requests the future appointment
at the marketing/sales event
WITH ANSWERS GRADED A+
✔✔what are some examples of generic marketing materials? - ✔✔social media sites
and websites
✔✔sites used to market UHC plans must be _____ by UHC and CMS prior to use -
✔✔approved
✔✔when talking about marketing materials what should the agent NOT do? - ✔✔add,
enhance, delete, modify, edit or create any content in the marketing materials provided
by the health plan
modify approved materials in any way, no matter how minor
ask health related or health screening questions on generic, agent created materials
✔✔What must an agent do when talking about marketing materials? - ✔✔use marketing
materials only for products they are certified to market/sell
✔✔What does PTC stand for? - ✔✔permission to contract
✔✔What does SOA stand for? - ✔✔Scope of appointment
✔✔What does permission to contact mean? - ✔✔is permission given by the consumer
to be called or otherwise contacted by an agent for the purpse of marketng any UHC
medicare solutions product includeing MA, Prescription drug or med sup plans.
✔✔PTC must be______? - ✔✔documented, retained and available upon request for 10
years
✔✔PTC must also be? - ✔✔Method specific, short term and event specific
✔✔What does method specific mean? - ✔✔contact can only be made by the method
permitted by the consumer. Permission to telephone only enables the agent to dial the
number provided.
AN AGENT MUST RECEIVE EXPLICIT PERMISSION TO TEXT OR EMAIL THE
CONSUMER
having access to a phone number or email address does not imply permission from the
consumer
, ✔✔What is short term? - ✔✔PTC expires once the agent has made contact with the
consumer or 9 months after the date the PTC was received.
PTC expires 90 days after the receipt for consumers requesting info on med sup's or
who are on the federal DNC list.
✔✔What does event specific mean? - ✔✔the agent can only contact the consumer to
discuss the products indicated in he PTC mechanism
✔✔what does BRC mean? - ✔✔business reply cards
✔✔agents who telephone a consumer in response to a BRC that has specific products
documented on the card, may only ____ - ✔✔discuss the products that were indicated
within the BRC
✔✔BRC's are only intended to obtain permission to contact - ✔✔it does not satisfy the
SOA requirement
✔✔SOA does not secure permission to contact - ✔✔it confirms permission to discuss
product types during an individual appointment
✔✔If a BRC is returned by the consumer without a valid phone number, agents____ -
✔✔may NOT look up or search for consumer information in order to contact the
consumer either by telphone or a visit.
✔✔What is a Scope of appointment (SOA)? - ✔✔captures the consumers permission to
discuss certain products.
✔✔Where are SOA forms available? - ✔✔in enrollment guides and as standalone
documents on the sales material portal accessible on jarvis
✔✔a SOA is required from each Medicare eligible consumer present at any face to face
or telephonic marketing appkintment to discuss MA and or PDP plans including____ -
✔✔authoried legal representitives and each spouse ( if a married couple is present)
✔✔When a consumer walks into an agent's office or a UHC medicarestore, the agent
must obtain an SOA - ✔✔prior to discussion
✔✔In leu of a SOA form, agents must announce the products that will be presented at
the formal or informal marketing/sales event - ✔✔agents may obtain an SOA for future
face to face or telephonic appointments if the consumer requests the future appointment
at the marketing/sales event
