UHC - United Healthcare – 2026-2027
Certifications Exam | Latest Exam |
Graded A+
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
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
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 matching term to the statement. -ANSWER 1.
Appeal: Action members take if they disagree with coverage or payment decision
2. Summary of benefits: Detailed summary of plan's benefits, cost sharing and special
features
3. Required involuntary disenrollment: Happens when member loses Part A or B
entitlement
4. Statement of understanding: Required to be read and acknowledged by the
consumer at the enrollment
5. Star Rating: Medicare's measure of a plan's quality and performance
Jared is planning a formal marketing/sales event for October 24. While it is strongly
recommended that Jared reports his event at least 14 calendar days in advance, what is
the last date the Event Request Form can be submitted to UnitedHealthcare? -ANSWER
October 17
Tori needs to cancel an event. To allow ample time for UnitedHealthcare to process the
cancellation in the event reporting application, when should Tori submit a Cancel Event
Request Form? -ANSWER At least 6 business days prior to the date of the event
Janet is conducting an informal marketing/sales event at her local soup kitchen. When
speaking to the Activities Director, Janet finds out that lunch is served daily from 11:00
AM-1:00 PM. Which of the following is a compliant time when Janet can host her event?
-ANSWER 9 am to 11 am
Bonnie, a D-SNP member, lost her Medicaid eligibility. She has a Special Election
Period available to enroll in a new plan. When does that begin? -ANSWER Upon
notification or effective date of the loss, which ever is earlier
Harold lost his Medicaid eligibility. What is he responsible for paying? (select all that
apply) -ANSWER 1. Deductibles
2. Copayments
3. Coinsurance
What are the reasons a consumer can use the Special Election Period- Special
Need/Chronic? (select all that apply) -ANSWER 1. Enrolling in a C-SNP first time
2. Enrolling in a C-SNP to cover a different condition
Mrs. Murphy has recently been diagnosed with a cardiovascular disorder and wants to
enroll in a C-SNP. Joshua asked her about a provider who can verify her condition.
What is true about her provider? -ANSWER The provider indicated on the form does not
have to be contracted with the plan.
Mrs. Murphy's effective date is February 1. She receives a letter on March 1 from the
plan telling her the attempts to verify her qualifying chronic condition have been
unsuccessful. What does this mean? -ANSWER Her enrollment will be terminated
Certifications Exam | Latest Exam |
Graded A+
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
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
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 matching term to the statement. -ANSWER 1.
Appeal: Action members take if they disagree with coverage or payment decision
2. Summary of benefits: Detailed summary of plan's benefits, cost sharing and special
features
3. Required involuntary disenrollment: Happens when member loses Part A or B
entitlement
4. Statement of understanding: Required to be read and acknowledged by the
consumer at the enrollment
5. Star Rating: Medicare's measure of a plan's quality and performance
Jared is planning a formal marketing/sales event for October 24. While it is strongly
recommended that Jared reports his event at least 14 calendar days in advance, what is
the last date the Event Request Form can be submitted to UnitedHealthcare? -ANSWER
October 17
Tori needs to cancel an event. To allow ample time for UnitedHealthcare to process the
cancellation in the event reporting application, when should Tori submit a Cancel Event
Request Form? -ANSWER At least 6 business days prior to the date of the event
Janet is conducting an informal marketing/sales event at her local soup kitchen. When
speaking to the Activities Director, Janet finds out that lunch is served daily from 11:00
AM-1:00 PM. Which of the following is a compliant time when Janet can host her event?
-ANSWER 9 am to 11 am
Bonnie, a D-SNP member, lost her Medicaid eligibility. She has a Special Election
Period available to enroll in a new plan. When does that begin? -ANSWER Upon
notification or effective date of the loss, which ever is earlier
Harold lost his Medicaid eligibility. What is he responsible for paying? (select all that
apply) -ANSWER 1. Deductibles
2. Copayments
3. Coinsurance
What are the reasons a consumer can use the Special Election Period- Special
Need/Chronic? (select all that apply) -ANSWER 1. Enrolling in a C-SNP first time
2. Enrolling in a C-SNP to cover a different condition
Mrs. Murphy has recently been diagnosed with a cardiovascular disorder and wants to
enroll in a C-SNP. Joshua asked her about a provider who can verify her condition.
What is true about her provider? -ANSWER The provider indicated on the form does not
have to be contracted with the plan.
Mrs. Murphy's effective date is February 1. She receives a letter on March 1 from the
plan telling her the attempts to verify her qualifying chronic condition have been
unsuccessful. What does this mean? -ANSWER Her enrollment will be terminated
