Scope of appointment soa - Study guides, Class notes & Summaries

UHC Ethics and Compliance Questions and Answers 100% Correct In terms of events, which of the following is true? Agents must only report formal marketing/sales events UnitedHealthcare. Agents must only report informal marketing/sales events to UnitedHealthcare. Agents must only report formal and informal marketing/sales events to UnitedHealthcare. ... When completing an enrollment application in LEAN, why is an agent prohibited from entering his or her own email address in a field available ...

DEVOTED HEALTH AGENT CERTIFICATION EXAM (2024/2025) WITH VERIFIED ANSWERS. What type of events must an agent report to UnitedHealthcare? - ANSWEROnly 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? - ANSWERLeave any field requesting a consumer email address blank. Which election period occurs from October 15 to December 7?...

UHC 2022 Ethics and Compliance Test/ Questions & Correct Answers. Terms like: Mr. and Mrs. Nelson, who are current members, unexpectedly walk into Jake's insurance agency office and ask him to discuss Medicare Advantage Plans. Does Jake need to obtain a Scope of Appointment (SOA) form? - Answer: Yes, he needs to obtain an SOA from both Mr. and Mrs. Nelson. Which describes the purpose of educational events? - Answer: Educational events provide objective information about the Medicare pr...

Agent John is planning to conduct a series of events. Some will be strictly educational, others will be formal presentations of specific UnitedHealthcare plans, and others will be informal marketing events where he can generate leads and schedule future in-home marketing appointments. Of the three types of events John plans to conduct, which need to be reported to UnitedHealthcare? correct answer: All events: educational and marketing/sales, formal and informal. Whose email address may the a...

Aetna Questions and Answers 100% Accurate Broker Services - Reports What report(s) are available on Aetna Producer World? a. Your Medicare book of business b. Monthly Commission Report (Two years of monthly data is available) c. License reports d. A and B e. All of the above E. all of the above Ready To Sell - Agent RTS Requirements You will need to successfully complete which requirements to be Ready to Sell (RTS) with Aetna Medicare? a. Pass the Aetna Individual Medicare c...

Which of the following is not an example of Protected Health Information (PHI)? - Library card Enrollment applications must be received by Wellcare no later than ___ calendar day(s) following receipt from the beneficiary. - 1 Wellcare must receive notice of an event change or cancellation as soon as possible, but no later than 30 mins after the event start time. - FALSE Ascend is a fast, easy, and compliant way for agents to submit agent-assisted electronic enrollments. - TRUE Wellcare ha...

1. Linda Sanchez is conducting a previously agreed upon appointment with client, Maria Gomez about a MA-Part D plan she represents. Before an enrollment form is completed, Linda needs to provide Maria with information about : I, II, and III only 2. Your client, Alexis Jones, calls you on December 4th about changing her Medicare Advantage plan during the annual election period which ends December 7th. What should you do?: Complete a scope of appointment (SOA) during the call and indicate tha...

Molina Medicare Sales UPDATED Exam Questions and CORRECT Answers SOA - Ans Scope of Appointment MMP - Ans Medicaid Medicare Plan TE - Ans Telephonic Enrollment MMOP - Ans Molina Medicare Options Plus IMA - Ans Individual Member Appointment

In the event you need to use a paper Scope of Appointment (SOA) form, it must be completed____ hosting the sales presentation. - Prior to Agents can use the Materials Portal to order sales materials and track shipment - True Agents may be terminated for cause if they fail to comply with a compliance investigation, encourage others to avoid the compliance interview process or fail to provide truthful or complete information - True If a paper Scope of Appointment (SOA) form was used to captu...

SOA - Scope of Appointment MMP - Medicaid Medicare Plan TE - Telephonic Enrollment MMOP - Molina Medicare Options Plus IMA - Individual Member Appointment SFDC - Salesforce Dot Com NBA - National Benefit Advisor MSA - Medical Savings Account LTSS - Long Term Services and Supports D-SNP - Dual Special Needs Plan HMO - Health Maintenance Organization PPO - Preferred Provider Organization COC - Continuity of CareMAPD - Medicare Advantage Plan Plus Part D ANOC - Annual Notice of Change ...