Devoted Health Agent Certification Test 2026/2027 Already Passed (3pages)

What type of events must an agent report to UnitedHealthcare? ✔✔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? ✔✔Leave any field requesting a consumer email address blank. Which election period occurs from October 15 to December 7? ✔✔AEP Annual Election Period Agent Kim is conducting an event that has been advertised as educational. Which activities are permitted at an educational event? ✔✔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? ✔✔Before Kira can start the appointment with both consumers, she must ask the consumer's friend to complete an SOA. Educational events allow for which of the following to occur? ✔✔Provide objective information about the Medicare program and/or health improvement and wellness. How should agent Erin respond when consumer Mrs. Rose notices that the presented MA Plan has a Star Rating of 2 stars? ✔✔Erin should tell Mrs. Rose that the plan has received a "Below Average" rating. Agent Bryan wants to grow his book of business. Which of the following lead generating activities is NOT compliant? ✔✔At each appointment he asks the consumer for the name and phone number of at least one acquaintance who is 65 or older and calls the referred individual. 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? ✔✔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? ✔✔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? ✔✔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? ✔✔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) As an agent, you must not do which of the following when marketing UnitedHealthcare Medicare Advantage plans to consumers? ✔✔Use providers or provider groups to distribute printed information comparing benefits of different health plans without approval. An agent should only enroll a consumer in a product: ✔✔That is suitable for the consumer's needs, goals and financial resources.