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Consumer John provides his cell phone number on agent Mark'
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s Permission to Contact (PTC) mechanism and indicates he wa
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nts to be called as a means of contact. What does that mean? (s
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elect all that apply) - ../ ../ ../ ../
correct answer 1.Agent Mark may only call John, not text him.
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2. Agent Mark may only speak to John, the person who provid
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ed the PTC. ../ ../
Agent Charlie receives a Business Reply Card from consumer
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Rebecca. Rebecca has provided her email address only and wa
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nts information about standalone Prescription Drug Plans. What
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can Charlie do? -
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correct answer Charlie may only email Rebecca marketing mat
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erial related to Prescription Drug Plans.
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From the list below, select the items that should be confirmed
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or obtained when conducting a thorough needs assessment. (sel
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ect all that apply) - correct answer 1. Eligibility
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2. Current coverage
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3. Current providers
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4. Current prescription medications
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,5. Daily living needs such as transportation, fitness, travel
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6. Other wish list items such as network restrictions, premium
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amounts, national network needs ../ ../ ../
Match the election period to the correct definition. -
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correct answer 1. MA-
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OEP: Consumers can switch or disenroll from their MA Plan &
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obtain Original Medicare
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2. IEP: Newly eligible consumers can enroll 3 months prior, m
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onth of, & 3 months after turning 65
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3. AEP: Annual period when any Medicare consumer can enrol
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l in or disenroll from an MA or PDP
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4. SEP: Opportunity to change plans for specific scenarios such
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as newly dual-
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eligible (Medicare and Medicaid) or new chronic condition
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5. 5-star: One-
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time opportunity to enroll in a plan with a 5 star rating (if avail
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able)
What should you do if the consumer is interested in an MA Pla
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n that has a 2-star rating? -
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correct answer You should inform the consumer that the plan
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has received a "below average" rating.
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, A member can voluntarily disenroll from an MA Plan or PDP
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or they can be involuntarily disenrolled by the plan. Select the
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reasons below for involuntary disenrollment. (select all that app
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ly) - ../
correct answer 1. Member moves out of the plan's service area
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2. Member loses entitlement to either Part A or Part B
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Can you identify these terms associated with enrollment and di
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senrollment basics? Read each statement and then drag the mat ../ ../ ../ ../ ../ ../ ../ ../ ../
ching term to the statement. - ../ ../ ../ ../ ../
correct answer 1. Appeal: Action members take if they disagre
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e with coverage or payment decision
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2. Summary of benefits: Detailed summary of plan's benefits, c
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ost sharing and special features
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3. Required involuntary disenrollment: Happens when member
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loses Part A or B entitlement ../ ../ ../ ../ ../
4. Statement of understanding: Required to be read and acknow
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ledged by the consumer at the enrollment
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5. Star Rating: Medicare's measure of a plan's quality and perfo
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rmance