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,What is a servicing agent? - correct ans:an inactive, nonemployee who has signed a servicing agreement
in order to receive renewal commisions on medicare advantage and prescription drug plan enrollments
on or after 1-1-2014. the agent must maintain an active resident license and appointment and pass
medicare basics and ethics compliance assessments on an annual basis
What does CMS stand for? - correct ans:center for medicare and medicaid services
Who administers the medicare program and contracts with private health care companies to offer
medicaid plans? - correct ans:CMS
Who holds the authority to approve or disaprove plans that can be sold, and is the regulating agency
that also monitors our progresses? - correct ans:CMS
Who regulates MA's and PDP's - correct ans:CMS
Enrolling a customer in a plan when you are not certified in the product is non-compliant and
considered____? - correct ans:an unqualified sale
Agents who are not qualified to sell the product will not be? - correct ans:compensated and may receive
corrective and or disciplinary action up to an including termination
What is the purpose of an educational event? - correct ans:its designed to inform medicare consumers
about original medicare, medicare advantage, prescription drug and other medicare programs.
Where must educational events be conducted? - correct ans:in a public venue
Are the educational events unbiased so that it doesn't steer the consumer towards a specific plan or
limited number of plans? - correct ans:yes
WHat is a marketing/sales event? - correct ans:an event designed to steer or attempt to steer,
consumers toward a plan or limited set of plans. Agents may discuss plan specific information and
collect applications.
, Can marketing/sales be formal or informal? - correct ans:both
What describes a formal marketing/sales event? - correct ans:a full plan presentation, given in a
presenter-audience format.
What is an inform marketing/sales event? - correct ans:they're passive in nature where the consumer
approaches the agent to engage in conversation. a booth, table, or kiosk is typically used
What are marketing appointments? - correct ans:They're commonly referred to as "in home, face to
face, or one on one appointment" and typically take place in the consumers home.
What other places can marketing appointments happen? - correct ans:coffee shop, or even over the
phone
because marketing appointments are not formal and informal marketing sales events, they're not
reported to who? - correct ans:UHC or CMS. instead, agents must obtain a completed scope of
appointment prior to conducting the appointment.
To report events, what should agents use? - correct ans: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 ans:submit the event request form, according to instructions on the form, NO LESS
THAN 14 CALENDAR DAYS
event request forms submitted within7 calendar days will NOT be what? - correct ans:processed
conducting an unreported event is _____? - correct ans:prohibited
to schedule a sign language interpreter for a formal marketing/sales event or a personal/individual
marketing appointment, enter the consumer's request direct;y in bconnected at least? - correct ans:14
days prior to the event or appointment