UHC - United Healthcare - 2026 Certifications
1.Consumer John provides his cell phone number on agent Mark's
Permission to Contact (PTC) mechanism and indicates he wants to be
called as a means of contact. What does that mean? (select all that
apply):
1.Agent Mark may only call John, not text him.
2.Agent Mark may only speak to John, the person who provided the PTC.
2. Agent Charlie receives a Business Reply Card from consumer
Rebecca. Rebecca has provided her email address only and wants
information about standalone Prescription Drug Plans. What can
Charlie do?: Charlie may only email Rebecca marketing material related to Prescription
Drug Plans.
3. From the list below, select the items that should be confirmed or
obtained when conducting a thorough needs assessment. (select all that
apply):
1. Eligibility
2.Current coverage
3.Current providers
4.Current prescription medications
5.Daily living needs such as transportation, fitness, travel
6.Other wish list items such as network restrictions, premium amounts, national network
needs
4. Match the election period to the correct definition.:
1. MA-OEP: Consumers can switch or disenroll from their MA Plan & obtain Original
Medicare
2.IEP: Newly eligible consumers can enroll 3 months prior, month of, & 3 months after
turning 65
3.AEP: Annual period when any Medicare consumer can enroll in or disenroll from an MA
or PDP
, UHC - United Healthcare - 2026 Certifications
4.SEP: Opportunity to change plans for specific scenarios such as newly dual-eligible
(Medicare and Medicaid) or new chronic condition
5.5-star: One-time opportunity to enroll in a plan with a 5 star rating (if available)
5.What should you do if the consumer is interested in an MA Plan that
has a
2-star rating?: You should inform the consumer that the plan has received a "below
average" rating.
6.A member can voluntarily disenroll from an MA Plan or PDP or they
can be involuntarily disenrolled by the plan. Select the reasons below
for involuntary disenrollment. (select all that apply):
1. Member moves out of the plan's service area
2. Member loses entitlement to either Part A or Part B
7. Can you identify these terms associated with enrollment and disenrollment
basics? Read each statement and then drag the matching term to the state-ment.:
1. Appeal: Action members take if they disagree with coverage or payment decision
2.Summary of benefits: Detailed summary of plan's benefits, cost sharing and special
features
3.Required involuntary disenrollment: Happens when member loses Part A or B
entitlement
4.Statement of understanding: Required to be read and acknowledged by the consumer at
the enrollment
5.Star Rating: Medicare's measure of a plan's quality and performance
8. Jared is planning a formal marketing/sales event for October 24. While it is
strongly recommended that Jared reports his event at least 14 calendar days in
advance, what is the last date the Event Request Form can be submitted to
UnitedHealthcare?: October 17
9. Tori needs to cancel an event. To allow ample time for UnitedHealthcare to
process the cancellation in the event reporting application, when should Tori
1.Consumer John provides his cell phone number on agent Mark's
Permission to Contact (PTC) mechanism and indicates he wants to be
called as a means of contact. What does that mean? (select all that
apply):
1.Agent Mark may only call John, not text him.
2.Agent Mark may only speak to John, the person who provided the PTC.
2. Agent Charlie receives a Business Reply Card from consumer
Rebecca. Rebecca has provided her email address only and wants
information about standalone Prescription Drug Plans. What can
Charlie do?: Charlie may only email Rebecca marketing material related to Prescription
Drug Plans.
3. From the list below, select the items that should be confirmed or
obtained when conducting a thorough needs assessment. (select all that
apply):
1. Eligibility
2.Current coverage
3.Current providers
4.Current prescription medications
5.Daily living needs such as transportation, fitness, travel
6.Other wish list items such as network restrictions, premium amounts, national network
needs
4. Match the election period to the correct definition.:
1. MA-OEP: Consumers can switch or disenroll from their MA Plan & obtain Original
Medicare
2.IEP: Newly eligible consumers can enroll 3 months prior, month of, & 3 months after
turning 65
3.AEP: Annual period when any Medicare consumer can enroll in or disenroll from an MA
or PDP
, UHC - United Healthcare - 2026 Certifications
4.SEP: Opportunity to change plans for specific scenarios such as newly dual-eligible
(Medicare and Medicaid) or new chronic condition
5.5-star: One-time opportunity to enroll in a plan with a 5 star rating (if available)
5.What should you do if the consumer is interested in an MA Plan that
has a
2-star rating?: You should inform the consumer that the plan has received a "below
average" rating.
6.A member can voluntarily disenroll from an MA Plan or PDP or they
can be involuntarily disenrolled by the plan. Select the reasons below
for involuntary disenrollment. (select all that apply):
1. Member moves out of the plan's service area
2. Member loses entitlement to either Part A or Part B
7. Can you identify these terms associated with enrollment and disenrollment
basics? Read each statement and then drag the matching term to the state-ment.:
1. Appeal: Action members take if they disagree with coverage or payment decision
2.Summary of benefits: Detailed summary of plan's benefits, cost sharing and special
features
3.Required involuntary disenrollment: Happens when member loses Part A or B
entitlement
4.Statement of understanding: Required to be read and acknowledged by the consumer at
the enrollment
5.Star Rating: Medicare's measure of a plan's quality and performance
8. Jared is planning a formal marketing/sales event for October 24. While it is
strongly recommended that Jared reports his event at least 14 calendar days in
advance, what is the last date the Event Request Form can be submitted to
UnitedHealthcare?: October 17
9. Tori needs to cancel an event. To allow ample time for UnitedHealthcare to
process the cancellation in the event reporting application, when should Tori
