UHC../ethics../and../compliance../section../for../certification
What../is../a../servicing../agent?../-
../correct../answer../an../inactive,../nonemployee../who../has../signed../a../servicing../
agreement../in../order../to../receive../renewal../commisions../on../medicare../advant
age../and../prescription../drug../plan../enrollments../on../or../after../1-1-
2014.../the../agent../must../maintain../an../active../resident../license../and../appointm
ent../and../pass../medicare../basics../and../ethics../compliance../assessments../on../an.
./annual../basis
What../does../CMS../stand../for?../-
../correct../answer../center../for../medicare../and../medicaid../services
Who../administers../the../medicare../program../and../contracts../with../private../heal
th../care../companies../to../offer../medicaid../plans?../-../correct../answer../CMS
Who../holds../the../authority../to../approve../or../disaprove../plans../that../can../be../sol
d,../and../is../the../regulating../agency../that../also../monitors../our../progresses?../-
../correct../answer../CMS
Who../regulates../MA's../and../PDP's../-../correct../answer../CMS
Enrolling../a../customer../in../a../plan../when../you../are../not../certified../in../the../produ
ct../is../non-compliant../and../considered____?../-
../correct../answer../an../unqualified../sale
,Agents../who../are../not../qualified../to../sell../the../product../will../not../be?../-
../correct../answer../compensated../and../may../receive../corrective../and../or../discipl
inary../action../up../to../an../including../termination
What../is../the../purpose../of../an../educational../event?../-
../correct../answer../its../designed../to../inform../ medicare../consumers../about../origi
nal../medicare,../medicare../advantage,../prescription../drug../and../other../medicar
e../programs.
Where../must../educational../events../be../conducted?../-
../correct../answer../in../a../public../venue
Are../the../educational../events../unbiased../so../that../it../doesn't../steer../the../consum
er../towards../a../specific../plan../or../limited../number../of../plans?../-
../correct../answer../yes
WHat../is../a../marketing/sales../event?../-
../correct../answer../an../event../designed../to../steer../or../attempt../to../steer,../consum
ers../toward../a../plan../or../limited../set../of../plans.../Agents../may../discuss../plan../spe
cific../information../and../collect../applications.
Can../marketing/sales../be../formal../or../informal?../-../correct../answer../both
,What../describes../a../formal../marketing/sales../event?../-
../correct../answer../a../full../plan../presentation,../given../in../a../presenter-
audience../format.
What../is../an../inform../marketing/sales../event?../-
../correct../answer../they're../passive../in../nature../where../the../consumer../approach
es../the../agent../to../engage../in../conversation.../a../booth,../table,../or../kiosk../is../typic
ally../used
What../are../marketing../appointments?../-
../correct../answer../They're../commonly../referred../to../as../"in../home,../face../to../fac
e,../or../one../on../one../appointment"../and../typically../take../place../in../the../consume
rs../home.
What../other../places../can../marketing../appointments../happen?../-
../correct../answer../coffee../shop,../or../even../over../the../phone
because../marketing../appointments../are../not../formal../and../informal../marketin
g../sales../events,../they're../not../reported../to../who?../-
../correct../answer../UHC../or../CMS.../instead,../agents../must../obtain../a../complete
d../scope../of../appointment../prior../to../conducting../the../appointment.
To../report../events,../what../should../agents../use?../-
../correct../answer../an../event../request../form
, to../ensure../that../events../are../in../UHC's../event../reporting../application../no../less../
than../7../calender../days../prior../to../the../event...../-
../correct../answer../submit../the../event../request../form,../according../to../instruction
s../on../the../form,../NO../LESS../THAN../14../CALENDAR../DAYS
event../request../forms../submitted../within7../calendar../days../will../NOT../be../wha
t?../-../correct../answer../processed
conducting../an../unreported../event../is../_____?../-../correct../answer../prohibited
to../schedule../a../sign../language../interpreter../for../a../formal../marketing/sales../ev
ent../or../a../personal/individual../marketing../appointment,../enter../the../consume
r's../request../direct;y../in../bconnected../at../least?../-
../correct../answer../14../days../prior../to../the../event../or../appointment
What../are../marketing../materials../used../for?../-
../correct../answer../1)../draw../attention../to../a../plan../sponsor../or../their../plan(s)../an
d../
2)../influence../a../consumer's../decision../when../selecting../a../plan../in../which../to../e
nroll../or../a../member's../decision../to../remain../enrolled../in../their../current../plan
Marketing../materials../contain../information../about../the../plan../or../plans:../-
../correct../answer../1)../benefits../or../benefit../structure
2)../cost../sharing../(../including../premiums,../copayments,../and../deductibles)
What../is../a../servicing../agent?../-
../correct../answer../an../inactive,../nonemployee../who../has../signed../a../servicing../
agreement../in../order../to../receive../renewal../commisions../on../medicare../advant
age../and../prescription../drug../plan../enrollments../on../or../after../1-1-
2014.../the../agent../must../maintain../an../active../resident../license../and../appointm
ent../and../pass../medicare../basics../and../ethics../compliance../assessments../on../an.
./annual../basis
What../does../CMS../stand../for?../-
../correct../answer../center../for../medicare../and../medicaid../services
Who../administers../the../medicare../program../and../contracts../with../private../heal
th../care../companies../to../offer../medicaid../plans?../-../correct../answer../CMS
Who../holds../the../authority../to../approve../or../disaprove../plans../that../can../be../sol
d,../and../is../the../regulating../agency../that../also../monitors../our../progresses?../-
../correct../answer../CMS
Who../regulates../MA's../and../PDP's../-../correct../answer../CMS
Enrolling../a../customer../in../a../plan../when../you../are../not../certified../in../the../produ
ct../is../non-compliant../and../considered____?../-
../correct../answer../an../unqualified../sale
,Agents../who../are../not../qualified../to../sell../the../product../will../not../be?../-
../correct../answer../compensated../and../may../receive../corrective../and../or../discipl
inary../action../up../to../an../including../termination
What../is../the../purpose../of../an../educational../event?../-
../correct../answer../its../designed../to../inform../ medicare../consumers../about../origi
nal../medicare,../medicare../advantage,../prescription../drug../and../other../medicar
e../programs.
Where../must../educational../events../be../conducted?../-
../correct../answer../in../a../public../venue
Are../the../educational../events../unbiased../so../that../it../doesn't../steer../the../consum
er../towards../a../specific../plan../or../limited../number../of../plans?../-
../correct../answer../yes
WHat../is../a../marketing/sales../event?../-
../correct../answer../an../event../designed../to../steer../or../attempt../to../steer,../consum
ers../toward../a../plan../or../limited../set../of../plans.../Agents../may../discuss../plan../spe
cific../information../and../collect../applications.
Can../marketing/sales../be../formal../or../informal?../-../correct../answer../both
,What../describes../a../formal../marketing/sales../event?../-
../correct../answer../a../full../plan../presentation,../given../in../a../presenter-
audience../format.
What../is../an../inform../marketing/sales../event?../-
../correct../answer../they're../passive../in../nature../where../the../consumer../approach
es../the../agent../to../engage../in../conversation.../a../booth,../table,../or../kiosk../is../typic
ally../used
What../are../marketing../appointments?../-
../correct../answer../They're../commonly../referred../to../as../"in../home,../face../to../fac
e,../or../one../on../one../appointment"../and../typically../take../place../in../the../consume
rs../home.
What../other../places../can../marketing../appointments../happen?../-
../correct../answer../coffee../shop,../or../even../over../the../phone
because../marketing../appointments../are../not../formal../and../informal../marketin
g../sales../events,../they're../not../reported../to../who?../-
../correct../answer../UHC../or../CMS.../instead,../agents../must../obtain../a../complete
d../scope../of../appointment../prior../to../conducting../the../appointment.
To../report../events,../what../should../agents../use?../-
../correct../answer../an../event../request../form
, to../ensure../that../events../are../in../UHC's../event../reporting../application../no../less../
than../7../calender../days../prior../to../the../event...../-
../correct../answer../submit../the../event../request../form,../according../to../instruction
s../on../the../form,../NO../LESS../THAN../14../CALENDAR../DAYS
event../request../forms../submitted../within7../calendar../days../will../NOT../be../wha
t?../-../correct../answer../processed
conducting../an../unreported../event../is../_____?../-../correct../answer../prohibited
to../schedule../a../sign../language../interpreter../for../a../formal../marketing/sales../ev
ent../or../a../personal/individual../marketing../appointment,../enter../the../consume
r's../request../direct;y../in../bconnected../at../least?../-
../correct../answer../14../days../prior../to../the../event../or../appointment
What../are../marketing../materials../used../for?../-
../correct../answer../1)../draw../attention../to../a../plan../sponsor../or../their../plan(s)../an
d../
2)../influence../a../consumer's../decision../when../selecting../a../plan../in../which../to../e
nroll../or../a../member's../decision../to../remain../enrolled../in../their../current../plan
Marketing../materials../contain../information../about../the../plan../or../plans:../-
../correct../answer../1)../benefits../or../benefit../structure
2)../cost../sharing../(../including../premiums,../copayments,../and../deductibles)
