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Terms in this set (20)
During a sales The Medicare Advantage plan received a 5-star rating
presentation to Ms. Daley in customer service and care coordination with an
for a Medicare Advantage overall performance rating of 4 stars.
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 Medicare beneficiary You must have her sign a scope of appointment form,
has walked into your indicating which products she wishes to discuss. You
office and requested that may then proceed with the discussion.
you sit down with her and
discuss her options under
the Medicare Advantage
program. Before engaging
in such a discussion, what
should you do?
, While making an You can present only health care related lines of
appointment to discuss business but must obtain the beneficiary's permission
Medicare Advantage (MA) to do so before the presentation occurs and
and Part D plans with a document that you have obtained that permission.
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?
One of your colleagues This could be considered discriminatory activity and a
argues that it is better to prohibited practice.
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?