AHIP Module 4 Exam 2027 | Practice Questions &
Verified Answers | Complete Exam Prep
1. During a sales presentation to Ms. Daley for a Medicare Advantage plan that has a 5-star rating
in customer service and care coordination, and received an overall plan performance rating of a 4-
star, which of the following would be the best statement to say to her?
A) The plan has a 5-star overall rating
B) The Medicare Advantage plan received a 5-star rating in customer service and care coordination with
an overall performance rating of 4 stars
C) The plan has a 4-star rating in all categories
D) The plan is rated 5 stars overall
Answer B: The Medicare Advantage plan received a 5-star rating in customer service and care
coordination with an overall performance rating of 4 stars
Rationale: Agents must accurately represent star ratings, distinguishing category ratings from overall
ratings.
2. A Medicare beneficiary has walked into your office and requested that you sit down with her
and discuss her options under the Medicare Advantage program. Before engaging in such a
discussion, what should you do?
A) Begin the discussion immediately
B) You must have her sign a scope of appointment form, indicating which products she wishes to discuss.
You may then proceed with the discussion
C) Schedule an appointment for another day
D) Provide written materials only
Answer B: You must have her sign a scope of appointment form, indicating which products she
wishes to discuss. You may then proceed with the discussion
Rationale: A scope of appointment form is required before discussing Medicare Advantage products. ---
, 3. While making an appointment to discuss Medicare Advantage (MA) and Part D plans with a
potential enrollee, you are asked to describe other types of insurance products that your client
might wish to purchase. What additional types of insurance can you present during the MA and
Part D marketing appointments?
A) Any insurance product the client requests
B) You can present only health care related lines of business but must obtain the beneficiary's permission
to do so before the presentation occurs and document that you have obtained that permission
C) Only MA and Part D products
D) No additional products may be discussed
Answer B: You can present only health care related lines of business but must obtain the
beneficiary's permission to do so before the presentation occurs and document that you have
obtained that permission
Rationale: Only health care-related products may be discussed with documented permission. ---
4. One of your colleagues argues that it is better to focus your time and energy exclusively on
neighborhoods with single-family homes. He further argues that their older owners are more
likely to have higher incomes and purchase the Medicare Advantage products you represent
compared to those living in apartment complexes. How should you respond?
A) This is a good marketing strategy
B) This could be considered discriminatory activity and a prohibited practice
C) This is acceptable if documented
D) This is allowed if approved by CMS
Answer B: This could be considered discriminatory activity and a prohibited practice
Rationale: Targeting specific neighborhoods based on income or housing is discriminatory and
prohibited. ---
5. Agent Jennings makes a presentation on Medicare advertised as an educational event. Agent
Jennings distributes materials that are solely educational. However, she gives a brief presentation
Verified Answers | Complete Exam Prep
1. During a sales presentation to Ms. Daley for a Medicare Advantage plan that has a 5-star rating
in customer service and care coordination, and received an overall plan performance rating of a 4-
star, which of the following would be the best statement to say to her?
A) The plan has a 5-star overall rating
B) The Medicare Advantage plan received a 5-star rating in customer service and care coordination with
an overall performance rating of 4 stars
C) The plan has a 4-star rating in all categories
D) The plan is rated 5 stars overall
Answer B: The Medicare Advantage plan received a 5-star rating in customer service and care
coordination with an overall performance rating of 4 stars
Rationale: Agents must accurately represent star ratings, distinguishing category ratings from overall
ratings.
2. A Medicare beneficiary has walked into your office and requested that you sit down with her
and discuss her options under the Medicare Advantage program. Before engaging in such a
discussion, what should you do?
A) Begin the discussion immediately
B) You must have her sign a scope of appointment form, indicating which products she wishes to discuss.
You may then proceed with the discussion
C) Schedule an appointment for another day
D) Provide written materials only
Answer B: You must have her sign a scope of appointment form, indicating which products she
wishes to discuss. You may then proceed with the discussion
Rationale: A scope of appointment form is required before discussing Medicare Advantage products. ---
, 3. While making an appointment to discuss Medicare Advantage (MA) and Part D plans with a
potential enrollee, you are asked to describe other types of insurance products that your client
might wish to purchase. What additional types of insurance can you present during the MA and
Part D marketing appointments?
A) Any insurance product the client requests
B) You can present only health care related lines of business but must obtain the beneficiary's permission
to do so before the presentation occurs and document that you have obtained that permission
C) Only MA and Part D products
D) No additional products may be discussed
Answer B: You can present only health care related lines of business but must obtain the
beneficiary's permission to do so before the presentation occurs and document that you have
obtained that permission
Rationale: Only health care-related products may be discussed with documented permission. ---
4. One of your colleagues argues that it is better to focus your time and energy exclusively on
neighborhoods with single-family homes. He further argues that their older owners are more
likely to have higher incomes and purchase the Medicare Advantage products you represent
compared to those living in apartment complexes. How should you respond?
A) This is a good marketing strategy
B) This could be considered discriminatory activity and a prohibited practice
C) This is acceptable if documented
D) This is allowed if approved by CMS
Answer B: This could be considered discriminatory activity and a prohibited practice
Rationale: Targeting specific neighborhoods based on income or housing is discriminatory and
prohibited. ---
5. Agent Jennings makes a presentation on Medicare advertised as an educational event. Agent
Jennings distributes materials that are solely educational. However, she gives a brief presentation
