Devoted Health Agent Certification Test
2024 LATEST UPDATE
What type of events must an agent report to UnitedHealthcare? - ANSWER Only the
marketing/sales events, both formal and informal. (WRONG)
While using LEAN to complete an enrollment application with a consumer, Agent Jeff
learns the consumer does not have an email address. What should Jeff do? - ANSWER
Leave any field requesting a consumer email address blank.
Which election period occurs from October 15 to December 7? - ANSWER AEP Annual
Election Period
Agent Kim is conducting an event that has been advertised as educational. Which
activities are permitted at an educational event? - ANSWER Displaying and distributing
business cards and lead cards, scheduling one-on-one marketing appointments, and
obtaining scope of appointment forms.
Kira has scheduled an appointment and obtained a Scope of Appointment (SOA) form
to discuss Medicare Advantage Plans with a consumer. When she arrives at the
appointment, a friend of the consumer who is Medicare-eligible is present to hear your
presentation. What should Kira do? - ANSWER Before Kira can start the appointment
with both consumers, she must ask the consumer's friend to complete an SOA.
Agent Ralph wants to market Medicare Advantage Plans in his neighborhood - an area
that consists of single-family houses, an assisted living facility, a church, and public
library. Which of the following methods of contact is permitted? - ANSWER Ralph sends
a flyer inviting consumers to a marketing/sales event to each resident via postal mail.
Which of the individuals below would not likely have the authority to enroll a consumer
in a Medicare Advantage Plan? - ANSWER The consumer's spouse, who is neither a
Power of Attorney nor legal guardian.
In which of the following situations can telephonic contact be made with a Medicare
eligible consumer? - ANSWER When the consumer consented to be contacted for sales
activities, subsequent telephonic contact has not yet occurred, and the permission has
not yet expired.
Agent Jacob learns that Emily, the consumer with whom he is meeting, is the authorized
legal representative for her father. What must Jacob explain to Emily when completing
an Enrollment Application for her father? - ANSWER Jacob must explain that Emily will
sign the Enrollment Application and must submit documentation with the application that
indicates her legal authority to enroll her father. (WRONG)
2024 LATEST UPDATE
What type of events must an agent report to UnitedHealthcare? - ANSWER Only the
marketing/sales events, both formal and informal. (WRONG)
While using LEAN to complete an enrollment application with a consumer, Agent Jeff
learns the consumer does not have an email address. What should Jeff do? - ANSWER
Leave any field requesting a consumer email address blank.
Which election period occurs from October 15 to December 7? - ANSWER AEP Annual
Election Period
Agent Kim is conducting an event that has been advertised as educational. Which
activities are permitted at an educational event? - ANSWER Displaying and distributing
business cards and lead cards, scheduling one-on-one marketing appointments, and
obtaining scope of appointment forms.
Kira has scheduled an appointment and obtained a Scope of Appointment (SOA) form
to discuss Medicare Advantage Plans with a consumer. When she arrives at the
appointment, a friend of the consumer who is Medicare-eligible is present to hear your
presentation. What should Kira do? - ANSWER Before Kira can start the appointment
with both consumers, she must ask the consumer's friend to complete an SOA.
Agent Ralph wants to market Medicare Advantage Plans in his neighborhood - an area
that consists of single-family houses, an assisted living facility, a church, and public
library. Which of the following methods of contact is permitted? - ANSWER Ralph sends
a flyer inviting consumers to a marketing/sales event to each resident via postal mail.
Which of the individuals below would not likely have the authority to enroll a consumer
in a Medicare Advantage Plan? - ANSWER The consumer's spouse, who is neither a
Power of Attorney nor legal guardian.
In which of the following situations can telephonic contact be made with a Medicare
eligible consumer? - ANSWER When the consumer consented to be contacted for sales
activities, subsequent telephonic contact has not yet occurred, and the permission has
not yet expired.
Agent Jacob learns that Emily, the consumer with whom he is meeting, is the authorized
legal representative for her father. What must Jacob explain to Emily when completing
an Enrollment Application for her father? - ANSWER Jacob must explain that Emily will
sign the Enrollment Application and must submit documentation with the application that
indicates her legal authority to enroll her father. (WRONG)
