Q&A/ Already Graded A+.
Which of the following describes Permission to Contact (PTC) guidelines?
-PTC expires the Dec. 31 of each year regardless of when it was obtained.
-Contact can only be made by the method(s) requested by the consumer and the
agent can only market the product(s) indicated by the consumer.
-The agent must obtain PTC no later than the start of a marketing appointment
and can only discuss the products agreed upon by the consumer. - Answer:
Contact can only be made by the method(s) requested by the consumer and the
agent can only market the product(s) indicated by the consumer.
Page 1 of 9
, What information should be obtained from the consumer when conducting a
thorough needs assessment? (Select 2)
-Their favorite foods and hygiene products to determine if they are covered by a
grocery allowance.
-The providers they see and medications they take to determine network and
formulary status.
-Their current health care coverage, including what they like about it and what
they don't. - Answer: The providers they see and medications they take to
determine network and formulary status.
Their current health care coverage, including what they like about it and what
they don't.
When completing an enrollment application in LEAN, why is an agent prohibited
from entering his or her own email address in a field available for the consumer's
email address?
-The enrollment application may be denied.
-The agent may experience commission payment processing issues.
Page 2 of 9