What type of events must an agent report to UnitedHealthcare? ✔✔Only the marketing/sales
events, both formal and informal. (WRONG)
While using LEAN to complete an enrollment application with a consumer, Agent Jeff lear
...
What type of events must an agent report to UnitedHealthcare? ✔✔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? ✔✔Leave any field requesting a
consumer email address blank.
Which election period occurs from October 15 to December 7? ✔✔AEP Annual Election Period
Agent Kim is conducting an event that has been advertised as educational. Which activities are
permitted at an educational event? ✔✔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?
✔✔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? ✔✔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
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