United Health Care Test Questions and Answers
Agent John is planning to conduct a series of events. specific or limited number of plans.
Some will be strictly educational, others will be formal Provide an opportunity to give an introductory
presentations of specific UnitedHealthcare plans, and presentation followed by an informal marketing/sales
others will be informal marketing events where he event. - ANSWER -Provide objective
can generate leads and schedule future in-home information about the Medicare program and/or
marketing appointments. Of the three types of events health improvement and wellness.
John plans to conduct, which need to be reported to
UnitedHealthcare? - ANSWER -All events:
educational and marketing/sales, formal and Janine, currently enrolled in a 3-star plan, discovers
informal. there is 5-star plan available where she lives. She
asks her agent, Josh, to enroll her in the 5-star plan.
Josh can advise Janine of each of the following
Whose email address may the agent enter into the except:
LEAN enrollment application? - ANSWER -Only Josh should tell Janine that the new coverage will
the consumer's (or leave it blank). start the first of the month after she enrolls in the 5
star plan.
Josh should tell Janine that she can change her
Which election period runs from October 15 to current plan to a 5 star plan since one is available in
December 7 and allows consumers to elect to join a the area where she lives.
Medicare Advantage Plan or switch to a different Josh should tell Janine that she can only change her
plan? - ANSWER -Annual Election Period current plan to a 5 star plan during the Annual
(AEP) Election Period.
Josh should tell Janine that she can only use the 5-
Star SEP once per calendar year. - ANSWER -
Which of the following materials is an agent NOT Josh should tell Janine that she can only change her
permitted to display and/or distribute at a current plan to a 5 star plan during the Annual
marketing/sales event? - ANSWER -5 dollar gift Election Period.
cards to an in-network pharmacy.
Which of the following describes Permission to
Rina, a consumer, has requested an appointment Contact guidelines?
with Connor, an agent, to discuss DSNPs. Prior to It allows the agent to discuss the products identified
the appointment Rina completed a Scope of during the marketing appointment.
Appointment (SOA) form. On the day of the It does not have to be provided by the consumer, but
appointment, Rina brings her friend Shelley, who is can be provided by the consumer's spouse or adult
Medicare-eligible, to the meeting. Shelley also wants child.
to talk about DSNPs. What should Connor do when It is method specific, (e.g., telephone, email), short
he sees both Rina and Shelley at the appointment? - term (i.e., expires when contact is made), and event
specific (i.e., limited to the products identified). -
ANSWER -Ask Shelley to complete an SOA
before the start of the meeting. ANSWER -It is method specific, (e.g.,
telephone, email), short term (i.e., expires when
contact is made), and event specific (i.e., limited to
Educational events allow for which of the following to the products identified).
occur?
Provide objective information about the Medicare
program and/or health improvement and wellness. Agent Ralph wants to market Medicare Advantage
Provide an opportunity to review benefits, premiums Plans in his neighborhood - an area that consists of
and product information with consumers. single-family houses, an assisted living facility, a
Provide an opportunity to steer a consumer toward a church, and public library. Which of the following
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Agent John is planning to conduct a series of events. specific or limited number of plans.
Some will be strictly educational, others will be formal Provide an opportunity to give an introductory
presentations of specific UnitedHealthcare plans, and presentation followed by an informal marketing/sales
others will be informal marketing events where he event. - ANSWER -Provide objective
can generate leads and schedule future in-home information about the Medicare program and/or
marketing appointments. Of the three types of events health improvement and wellness.
John plans to conduct, which need to be reported to
UnitedHealthcare? - ANSWER -All events:
educational and marketing/sales, formal and Janine, currently enrolled in a 3-star plan, discovers
informal. there is 5-star plan available where she lives. She
asks her agent, Josh, to enroll her in the 5-star plan.
Josh can advise Janine of each of the following
Whose email address may the agent enter into the except:
LEAN enrollment application? - ANSWER -Only Josh should tell Janine that the new coverage will
the consumer's (or leave it blank). start the first of the month after she enrolls in the 5
star plan.
Josh should tell Janine that she can change her
Which election period runs from October 15 to current plan to a 5 star plan since one is available in
December 7 and allows consumers to elect to join a the area where she lives.
Medicare Advantage Plan or switch to a different Josh should tell Janine that she can only change her
plan? - ANSWER -Annual Election Period current plan to a 5 star plan during the Annual
(AEP) Election Period.
Josh should tell Janine that she can only use the 5-
Star SEP once per calendar year. - ANSWER -
Which of the following materials is an agent NOT Josh should tell Janine that she can only change her
permitted to display and/or distribute at a current plan to a 5 star plan during the Annual
marketing/sales event? - ANSWER -5 dollar gift Election Period.
cards to an in-network pharmacy.
Which of the following describes Permission to
Rina, a consumer, has requested an appointment Contact guidelines?
with Connor, an agent, to discuss DSNPs. Prior to It allows the agent to discuss the products identified
the appointment Rina completed a Scope of during the marketing appointment.
Appointment (SOA) form. On the day of the It does not have to be provided by the consumer, but
appointment, Rina brings her friend Shelley, who is can be provided by the consumer's spouse or adult
Medicare-eligible, to the meeting. Shelley also wants child.
to talk about DSNPs. What should Connor do when It is method specific, (e.g., telephone, email), short
he sees both Rina and Shelley at the appointment? - term (i.e., expires when contact is made), and event
specific (i.e., limited to the products identified). -
ANSWER -Ask Shelley to complete an SOA
before the start of the meeting. ANSWER -It is method specific, (e.g.,
telephone, email), short term (i.e., expires when
contact is made), and event specific (i.e., limited to
Educational events allow for which of the following to the products identified).
occur?
Provide objective information about the Medicare
program and/or health improvement and wellness. Agent Ralph wants to market Medicare Advantage
Provide an opportunity to review benefits, premiums Plans in his neighborhood - an area that consists of
and product information with consumers. single-family houses, an assisted living facility, a
Provide an opportunity to steer a consumer toward a church, and public library. Which of the following
1/3
