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Earn points by helping other students or get them with a premium plan
Pass the UHC Events Basics Test with these 2023-2024 questions and answers. Covers Medicare marketing rules, SOA, and CMS compliance for agents. Instant download!: UnitedHealthcare, UHC agent test, Medicare training, CMS compliance, marketing events, Scope of Appointment, Medicare Advantage, agent certification, insurance exam, health insurance study guide, 2024 test, digital download
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E vents are categorized by which two things? Type of event (educational or marketing/sales) and sponsor Sponsor and whether it is formal or informal Venue and type of event (educational or marketing/sales) Type of event (educational or marketing/sales) and whether it is formal or informal - Type of event (educational or marketing/sales) and whether it is formal or informal
Louise wants to hold an event that helps consumers understand Medicare programs and perhaps improve their health/wellness knowledge, but she is not interested in completing enrollment applications at the event. She would like to staff a table at the public library and have consumers approach her. What type of event does Louise need to conduct? Marketing/sales event, Formal Educational event, Informal Educational event, Formal Marketing/sales event, Informal - Educational event, Informal
When conducting an event, agents should select a site that is compliant with the Americans with Disabilities Act (ADA). Which of the following is not an ADA requirement? Handicap accessible restrooms Handrails along stairways and/or ramps Extra-wide sidewalks that accommodate wheelchairs Walkways, entrances and hallways that are clear and dry - Extra-wide sidewalks that accommodate wheelchairs
Agent Don plans to conduct a marketing/sales event at the local public library on October 28 at 2pm. He received permission to post an advertisement on the library bulletin board starting October 14. What is the latest date Don could submit a NEW Event Request Form to UnitedHealthcare in order to comply with UnitedHealthcare's event reporting rules? October 14 as events must be reported to UnitedHealthcare prior to advertising and not less than 7 calendar days prior to the event September 30 as events must be reported to UnitedHealthcare no later than the last day of month October 21 as events must be reported to UnitedHealthcare not less than 7 calendar days prior to advertising October 25 as events must be reported to UnitedHealthcare not less than 3 business days prior to the event - October 14 as events must be reported to UnitedHealthcare prior to advertising and not less than 7 calendar days prior to the event
To ensure an event is canceled in UnitedHealthcare's event reporting application by the reporting deadline, what is the last recommended date for submitting a CANCEL Event Request Form? Submit the CANCEL Event Request Form no later than 6 business days before the event Submit the CANCEL Event Request Form no later than the day of the event Submit the CANCEL Event Request Form no later than 1 business day before the event - Submit the CANCEL Event Request Form no later than 6 business days before the event
Which of the following statements is not a best practice for event scheduling, changing or canceling? Submit a NEW Event Request Form after you have advertised your event to make sure you enter the right information. Document all steps taken to notify consumers of an event cancellation and make documentation available upon request. Make sure that the event details in the advertisement match those reported. If the cancellation is due to inclement weather, ask the venue to post a sign if it is possible. - Submit a NEW Event Request Form after you have advertised your event to make sure you enter the right information.
Medicare Made Clear booklets - Non-health related product brochures
Which of the following food options may be provided at a marketing/sales event if the nominal retail value of the items when combined with other giveaways does not exceed $15 per person? No food items regardless of value may be provided at a marketing/sales event Coffee and pastries Cheese, crackers, fresh fruit, and wine Buffet dinner - Coffee and pastries
Paul is setting up a marketing/sales event at a community center where he is going to discuss UnitedHealthcare Medicare Advantage plans. He has placed a UnitedHealthcare logo pen ($3 value), Clarity Guide, and an Enrollment Guide at each seat. What, if anything, has Paul done wrong? Paul should not provide any materials or logo items at a marketing/sales event. Paul has done nothing wrong. The giveaway is under the $15 nominal value and he is providing approved marketing and plan-specific material. The pen is permitted because it is under the $15 nominal value, the approved guide is fine, but Paul should not provide the Enrollment Guide unless someone is going to enroll. - Paul has done nothing wrong. The giveaway is under the $15 nominal value and he is providing approved marketing and plan-specific material.
Which of the following is not required when conducting a marketing/sales event? Providing refreshments and giveaways Introducing yourself and the plan sponsor you are representing Stating a sign-in sheet is optional Stating the plan name and type you are presenting - Providing refreshments and giveaways
Craig is conducting an informal marketing/sales event in a retail pharmacy. Which of the following rules does not apply? Craig must not schedule personal/individual marketing appointments and obtain Scope of Appointments
Craig must not approach consumers; they must approach him Craig must be present at his booth for the entire time he reported to UnitedHealthcare Craig must set up his booth where directed by the pharmacy manager - Craig must not schedule personal/individual marketing appointments and obtain Scope of Appointments
Which of the guidelines listed below is not allowed when accepting an enrollment application at a marketing/sales event? Offer to hold an enrollment application and submit it later Provide an Enrollment Guide for the applicable plan Confirm that the consumer has a valid election period - Offer to hold an enrollment application and submit it later
Which of the following is a purpose of conducting event observation and oversight? To ensure agents are enrolling as many consumers as possible at events. To assess the effectiveness of advertising in drawing consumers to an event. To ensure consumers receive accurate and compliant information from agents. - To ensure consumers receive accurate and compliant information from agents.
Which of the following activities conducted at a marketing/sales event is not compliant? Refreshments and giveaways did not exceed the $15 nominal retail value on a per person basis All plan related materials were compliant and CMS approved The agent stated his name, company he represents, and the plan name and type he was going to present The agent displayed materials for non-health related products - The agent displayed materials for non-health related products
Warren, an agent, is working at the UnitedHealthcare MedicareStore. Beth, a consumer, approaches Warren and asks a question about Medicare Prescription Drug Plans. What is the most appropriate thing Warren should do first?