Page 1 of 24
UNITED HEALTHCARE CERTIFICATION EXAM (2025)
Consumer John provides his cell phone number on agent Mark's
Permission to Contact (PTC) mechanism and indicates he wants to
be called as a means of contact. What does that mean? (select
all that apply) .....ANSWER.....1.Agent Mark may only call John,
not text him.
2. Agent Mark may only speak to John, the person who provided
the PTC.
Agent Charlie receives a Business Reply Card from consumer
Rebecca. Rebecca has provided her email address only and
wants information about standalone Prescription Drug Plans.
What can Charlie do? .....ANSWER.....Charlie may only email
Rebecca marketing material related to Prescription Drug Plans.
From the list below, select the items that should be confirmed or
obtained when conducting a thorough needs assessment. (select
all that apply) .....ANSWER.....1. Eligibility
,Page 2 of 24
2. Current coverage
3. Current providers
4. Current prescription medications
5. Daily living needs such as transportation, fitness, travel
6. Other wish list items such as network restrictions, premium
amounts, national network needs
Match the election period to the correct definition.
.....ANSWER.....1. MA-OEP: Consumers can switch or disenroll
from their MA Plan & obtain Original Medicare
2. IEP: Newly eligible consumers can enroll 3 months prior, month
of, & 3 months after turning 65
3. AEP: Annual period when any Medicare consumer can enroll in
or disenroll from an MA or PDP
, Page 3 of 24
4. SEP: Opportunity to change plans for specific scenarios such as
newly dual-eligible (Medicare and Medicaid) or new chronic
condition
5. 5-star: One-time opportunity to enroll in a plan with a 5 star
rating (if available)
What should you do if the consumer is interested in an MA Plan
that has a 2-star rating? .....ANSWER.....You should inform the
consumer that the plan has received a "below average" rating.
A member can voluntarily disenroll from an MA Plan or PDP or
they can be involuntarily disenrolled by the plan. Select the
reasons below for involuntary disenrollment. (select all that
apply) .....ANSWER.....1. Member moves out of the plan's service
area
2. Member loses entitlement to either Part A or Part B
Can you identify these terms associated with enrollment and
disenrollment basics? Read each statement and then drag the
UNITED HEALTHCARE CERTIFICATION EXAM (2025)
Consumer John provides his cell phone number on agent Mark's
Permission to Contact (PTC) mechanism and indicates he wants to
be called as a means of contact. What does that mean? (select
all that apply) .....ANSWER.....1.Agent Mark may only call John,
not text him.
2. Agent Mark may only speak to John, the person who provided
the PTC.
Agent Charlie receives a Business Reply Card from consumer
Rebecca. Rebecca has provided her email address only and
wants information about standalone Prescription Drug Plans.
What can Charlie do? .....ANSWER.....Charlie may only email
Rebecca marketing material related to Prescription Drug Plans.
From the list below, select the items that should be confirmed or
obtained when conducting a thorough needs assessment. (select
all that apply) .....ANSWER.....1. Eligibility
,Page 2 of 24
2. Current coverage
3. Current providers
4. Current prescription medications
5. Daily living needs such as transportation, fitness, travel
6. Other wish list items such as network restrictions, premium
amounts, national network needs
Match the election period to the correct definition.
.....ANSWER.....1. MA-OEP: Consumers can switch or disenroll
from their MA Plan & obtain Original Medicare
2. IEP: Newly eligible consumers can enroll 3 months prior, month
of, & 3 months after turning 65
3. AEP: Annual period when any Medicare consumer can enroll in
or disenroll from an MA or PDP
, Page 3 of 24
4. SEP: Opportunity to change plans for specific scenarios such as
newly dual-eligible (Medicare and Medicaid) or new chronic
condition
5. 5-star: One-time opportunity to enroll in a plan with a 5 star
rating (if available)
What should you do if the consumer is interested in an MA Plan
that has a 2-star rating? .....ANSWER.....You should inform the
consumer that the plan has received a "below average" rating.
A member can voluntarily disenroll from an MA Plan or PDP or
they can be involuntarily disenrolled by the plan. Select the
reasons below for involuntary disenrollment. (select all that
apply) .....ANSWER.....1. Member moves out of the plan's service
area
2. Member loses entitlement to either Part A or Part B
Can you identify these terms associated with enrollment and
disenrollment basics? Read each statement and then drag the
