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

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? -AnswerAll events: educational and marketing/sales, formal and informal. Whose email address may the agent en...

WellCare Latest Update 2023/2024 Already Graded A 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 o...

UHC Ethics and Compliance Section for Certification 2023 Questions and Answers (Verified Answers) What is a servicing agent? an inactive, nonemployee who has signed a servicing agreement in order to receive renewal commisions on medicare advantage and prescription drug plan enrollments on or after 1-1-2014. the agent must maintain an active resident license and appointment and pass medicare basics and ethics compliance assessments on an annual basis What does CMS stand for? center for medi...

CIGNA CERTIFICATION 2024 EXAM QUESTIONS WITH COMPLETE SOLUTIONS VERIFIED GRADED A+ Which of the following is true regarding our paper Scope of Appointment (SOA) guidance for brokers? a. Broker agents must submit a paper SOA along with the enrollment form b. Broker agents may choose to submit or not submit a paper SOA with an application c. Broker agents are exempt from the SOA monitoring process d. A broker agent will not incur an SOA violation even if we find 5 or more non-compliant SOAs...

Ahip 2024 Module 4 Exam Questions and Answers (2024 / 2025) (Verified Answers).1. Linda Sanchez is conducting a previously agreed upon appointment with client, Maria Gomez about a MA-Part D plan she represents. Before an enroll- ment form is completed, Linda needs to provide Maria with information about ANS 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 De- cember 7th. What ...

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 ____ (Ans- I, II, and III only 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? (Ans- Complete a scope of appointment (SOA) during the call and in...

UHC 2024 EXAM QUESTIONS WITH ANSWERS In terms of events, which of the following is true? - ANSWER Agents are required to report all events (marketing/sales and education) to UnitedHealthcare according to Company policy You have a scheduled appointment with a Consumer to discuss DSNPs. The consumer has completed the SOA form. Two days before the appointment, the consumer calls and requests to discuss PDP plans, which you are also certified to sell. What should you tell the consumer? - ...

UHC 2019(UPDATED) Question and answers 100% correct In terms of events, which of the following is true? - correct answer Agents are required to report all events (marketing/sales and education) to UnitedHealthcare according to Company policy You have a scheduled appointment with a Consumer to discuss DSNPs. The consumer has completed the SOA form. Two days before the appointment, the consumer calls and requests to discuss PDP plans, which you are also certified to sell. What should you tell t...

AETNA 2023 MEDICARE MASTERY TEST QUESTIONS AND ANSWERS ALREADY PASSED What report(s) are available on Aetna Producer World Commission Reports How long are you required to maintain Scope of Appointment (SOA) documentation? 2 Years. When obtaining a Scope of Appointment, you may NOT: Market non-health care products, such as annuities or life insurance (cross selling) Annual Election Period is from: October 1 - December 7 What are the requirements you need to complete in order to be ready ...

Aetna Individual Core Certification Mastery Test Questions and Answers 2024 What report(s) are available on Aetna Producer World? All of the above You will need to successfully complete which requirements to be Ready to Sell (RTS) with Aetna Medicare? All of the above Brainpower Read More Previous Play Next Rewind 10 seconds Move forward 10 seconds Unmute 0:10 / 0:15 Full screen Any voluntary disenrollment occurring within three (3) months of the membership effecti...