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UnitedHealthcare Medicare Advantage Event Guidelines: MCQs & Answers, Exams of Business Economics

A comprehensive set of multiple choice questions and answers related to unitedhealthcare's guidelines for conducting medicare advantage events. It covers various aspects of event planning, including marketing, sales, educational events, and compliance requirements. Valuable for agents and individuals involved in medicare advantage outreach and enrollment.

Typology: Exams

2023/2024

Available from 11/01/2024

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UHC Test Questions With Accurate Answers
1. What type of event is an agent conducting when they present plan information that includes
benefits and cost sharing in an audience presenter format? - ANS-Formal marketing/sales event
2. According to UnitedHealthcare policy, when must a marketing/sales event be reported to
UnitedHealthcare? - ANS-Prior to advertising and not less than 7 calendar days prior to the
event
3. 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? - ANS-
Educational event, Informal
4. When selecting a venue for your educational or marketing/sales event, what feature is not one
you need to consider? - ANS-Conveniently located snack and beverage vending machines
5. Jeff has an informal marketing/sales event scheduled this afternoon, but a consumer has
requested an in-home appointment during that time. He would life to cancel or reschedule the
event because he is certain to get an enrollment application at the appointment. Which of the
statements below is correct about Jeff's event? - ANS-Jeff is prohibited from canceling the event
because it is within 1 business day and is not due to inclement weather. Jeff must hold his event
or he could work with his manager to get a replacement to conduct the event.
6. Which of the following statements is not a best practice for event scheduling, changing or
canceling? - ANS-Submit a NEW Event Request Form after you have advertised your event to
make sure you enter the right information.
7. Which of the following materials may be displayed, distributed, or provided to consumers
attending an educational event? - ANS-Agent business cards and lead cards
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UHC Test Questions With Accurate Answers

  1. What type of event is an agent conducting when they present plan information that includes benefits and cost sharing in an audience presenter format? - ANS-Formal marketing/sales event
  2. According to UnitedHealthcare policy, when must a marketing/sales event be reported to UnitedHealthcare? - ANS-Prior to advertising and not less than 7 calendar days prior to the event
  3. 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? - ANS- Educational event, Informal
  4. When selecting a venue for your educational or marketing/sales event, what feature is not one you need to consider? - ANS-Conveniently located snack and beverage vending machines
  5. Jeff has an informal marketing/sales event scheduled this afternoon, but a consumer has requested an in-home appointment during that time. He would life to cancel or reschedule the event because he is certain to get an enrollment application at the appointment. Which of the statements below is correct about Jeff's event? - ANS-Jeff is prohibited from canceling the event because it is within 1 business day and is not due to inclement weather. Jeff must hold his event or he could work with his manager to get a replacement to conduct the event.
  6. Which of the following statements is not a best practice for event scheduling, changing or canceling? - ANS-Submit a NEW Event Request Form after you have advertised your event to make sure you enter the right information.
  7. Which of the following materials may be displayed, distributed, or provided to consumers attending an educational event? - ANS-Agent business cards and lead cards
  1. Which of the following food and beverage options may be provided at an educational event if the nominal retail value of the items when combined with other giveaways does not exeed $ per person? (Select 2) - ANS-Boxed lunch with assorted non-alcoholic beverages
  2. Coffee, juice, fresh fruit, and pastries
  3. If you conduct an educational event and invite a provider or vendor to be a part of the event, the provider/vendor must not do which of the following? - ANS-Provide free health screenings such as blood pressure checks or hearing tests as a marketing activity
  4. For accommodation of persons with special needs, call 555-555-1234, TTY 711 is an example of the disclaimer that must appear in advertising for what type of event? - ANS-Formal and informal marketing/sales
  5. Ruth is conducting a marketing/sales event. She indicates that attendees are welcome to take a promotional item if they wish, even if they do not enroll. The value of all giveaways does not exceed $15 per Person. Did Ruth violate any marketing/sales event guidelines? - ANS-No, she can provide giveaways, provided the combined value does not exceed $15 per person and is not contingent upon enrolling.
  6. When conducting a formal marketing/sales event, there are elements that you must cover in order for your presentation to be compliant. Listed below are several required elements related to Star Ratings. Which one is not required? - ANS-Providing a list of plans that have the same Star Rating.
  7. Craig is conducting an informal marketing/sales event in a retail pharmacy. Which of the following rules does not apply? - ANS-Craig must not schedule personal/individual marketing appointments and obtain Scope of Appointments.
  8. Which of the guidelines listed below is not allowed when accepting an enrollment application at a marketing/sales event? - ANS-Offer to hold an enrollment application and submit it later.
  9. Which of the following is a purpose of conducting event observation and oversight? - ANS-To ensure consumers receive accurate and compliant information from agents.
  1. Which statement is an example of one that must appear on advertisements for educational events? - ANS-For accommodation of persons with special needs call 555-555-1234 tty 711
  2. which of the following individuals is permitted to present a short introductory presentation of educational content at the beginning of an informal marketing/sales event - ANS-a license agent a non license plan representative a provider
  3. Which of the following marketing materials must not be displayed, distributed, or provided to consumers attending a marketing/sales event? - ANS-Non-health related product brochures
  4. Agent Rita Garcia must not do which of the following while conducting a marketing/sales event ______. - ANS-State the plan she's presenting is the best plan on the market
  5. which of the following is not required when conducting a marketing/sales event - ANS-providing refreshments and giveaways
  6. add an informal marketing/sales event which of the following activities is not permitted - ANS- approaching consumers as they pass by your booth/kiosk/table
  7. agent Santana has developed a relationship with doctor Westberry a primary care physician contracted with several Medicare Advantage plans doctor Westbury is asked to attend a formal marketing/sales event conducted by agent Santana which of doctor Westberry's actions is non compliant - ANS-offers blood pressure screenings as consumers wait for the event to begin
  8. Marge is conducting a formal marketing/sales event and suspects a gentleman in attendance is evaluating her conducting the event what action should Marge take - ANS-she should conduct the event as she normally would
  9. Which of the following statements describes compliant activity during a formal marketing/sales event? - ANS-the agent explained that each consumer's needs are different therefore they should each enroll in a plan that best meets their needs
  1. which of the following statements is true about conducting a formal marketing/sales event in a conference room inside a united healthcare Medicare store - ANS-all rules relating to formal marketing/sales events apply including event reporting and providing a complete plan presentation
  2. which of the following must the agent review with the consumer during a Medicare Advantage or prescription drug plan presentation - ANS-the availability of interpreter services an where to find information in the enrollment guide for accessing the no cost service
  3. what type of event is an agent conducting when he presents plan information that includes benefits and cost sharing and audience presenter format - ANS-formal marketing/sales event
  4. which of the following does not describe a personal/individual marketing appointment - ANS-it needs to be reported to united healthcare prior to advertising and not less than 7 calendar days prior to the date of the event
  5. according to united healthcare policy when must in marketing/sales event be reported to united healthcare - ANS-prior advertising and not less than 7 calendar days prior to the event
  6. Marcus is planning an educational event and has decided to place an advertisement in the local paper what must the advertisement include - ANS-a statement that makes it clear that the event is for educational purposes only
  7. Which of the following giveaways is not permitted at an educational event (assume nominal retail value is met)? - ANS-Gift card to local movie theater
  8. which of the following food options may be provided at a marketing/sales even if the nominal retail value of the items when combined with other giveaways does not exceed $15 per person - ANS-coffee and pastries
  1. when selecting a venue for your educational or marketing flash sales event what feature is not one you need to consider - ANS-conveniently located snack and beverage vending machines
  2. according to united healthcare policy when must a marketing/sales event be reported to united healthcare - ANS-prior to advertising and not less than 7 calendar days prior to the event
  3. To ensure an event is cancelled in united healthcare's event reporting application by the reporting deadline, what is the last recommended date for submitting a cancel event request form? - ANS-Submit the cancel event request form no later than six business days before the event.
  4. Which of the following statements is not a best practice for event scheduling changing or canceling? - ANS-Submit a NEW event request form after you have advertised your event to make sure you enter the right information
  5. which of the following food and giveaway combinations may be provided at an educational event - ANS-coffee juice and pastries $8.00/person plus united healthcare logo pens and notepads $5/person
  6. For accommodation of persons with special needs call 555-555-1234 tty 711 is an example of this disclaimer that must appear in advertising for what type of event - ANS-formal and informal marketing/sales
  7. which of the following food options may be provided at marketing/sales event if the nominal retail value of the item when combined with other giveaways does not exceed $15 per person - ANS-coffee and pastries
  8. when conducting a formal marketing/sales event there are elements that you must cover in order for your presentation to be compliant listed below are several required elements related to star ratings which one is not required - ANS-providing a list of plans that have the same star rating
  1. which of the following rules does not apply to aging staffing in united healthcare Medicare store
    • ANS-educational event rules
  2. Elaine is considering conducting an event in a lower level conference room of a local fraternal organization the room has a podium with a microphone available for use there are handicap parking stalls sidewalk ramps automatic entrance doors handicap accessible restrooms and elevator Lastly the manager has given a Lane permission to put a sign at the entrance to direct consumers to the lower level for the event what else should a lion consider prior to conducting an event at this venue - ANS-Elaine must make certain that the fraternal organization will allow the public non members access to the facility in order to attend her meeting
  3. At an informal marketing/sales event which of the following activities is compliant? - ANS- Waiting for consumers to approach the table/boot/kiosk
  4. Louise wants to hold an event that helps consumers understand Medicare programs and perhaps improve their help/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 - ANS-Marketing/sales event informal
  5. Jessica just submitted a cancel event request form to cancel an event she is scheduled to conduct three weeks from today the only advertising she is done is to post a flyer at the event venue select the cancellation procedure she does not need to follow - ANS-be at the venue at the time the event had been scheduled to start and remain there for 30 minutes in case any consumer arrives
  6. if you conduct an educational event and invite a provider or vendor to be part of the event the provider/vendor must not do which of the following - ANS-provide free health screenings such as blood pressure checks or hearing tests as a marketing activity
  7. agent John Rogers is planning a formal marketing/sales event and has decided to place an advertisement in the local paper what disclaimers was drawn including the advertisement - ANS- for accommodations of persons with special needs at sales meetings call 555-555-1234 TTY 711 and attend with no obligation to enroll
  1. Marge is conducting a formal marketing/sales event and suspects a gentleman in attendance is evaluating her conducting the event. What action should Marge take? - ANS-She should conduct the event as she normally would.
  2. What type of events must an agent report to UnitedHealthcare? - ANS-Only the marketing/sales events, both formal and informal.
  3. 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? - ANS-Leave any field requesting a consumer email address blank.
  4. Which election period occurs from October 15 to December 7? - ANS-Annual Election Period (AEP)
  5. Which of the following materials is an agent NOT permitted to display and/or distribute at a marketing/sales event? - ANS-
  6. 5 dollar gift cards to an in-network pharmacy. - ANS-
  7. You have scheduled an appointment and obtained a Scope of Appointment (SOA) form to discuss Medicare Advantage Plans with a consumer. When you arrive at the appointment, a friend of the consumer who is Medicare-eligible is present to hear your presentation. What should you do? - ANS-Before you can start the appointment with both consumers, ask the consumer's friend to complete an SOA.
  8. Which describes the purpose of educational events? - ANS-Educational events provide objective information about the Medicare program and/or health improvement and wellness.
  9. How should agent Erin respond when consumer Mrs. Rose notices that the presented MA Plan has a Star Rating of 2 stars? - ANS-Erin should tell Mrs. Rose that the plan has received a "Below Average" rating.
  1. When does Permission to Contact for Medicare Advantage and/or Prescription Drug Plans expire? - ANS-Once contact is made or 9 months from the date the consumer provided permission (e.g., consumer signature date on BRC) or 90 days if on federal do not call list, whichever comes first.
  2. Consumer Gary gives his friend's telephone number and email address to agent Bethany. What should Bethany do? - ANS-Bethany may accept the information, but must observe permission to contact and unsolicited contact guidelines, which will limit her to using postal mail to contact Bethany's friend.
  3. John has Power of Attorney to act on behalf of his mother. What does that mean when it comes to his mother enrolling in a Medicare Advantage Plan? - ANS-John may sign the Enrollment Application and must be able to provide documentation upon request by the Plan that indicates his authority under state law to enroll his mother.
  4. In which of the following situations can telephonic contact be made with a Medicare eligible consumer? - ANS-When the consumer consented to be contacted for sales activities, subsequent telephonic contact has not yet occurred, and the permission has not yet expired.
  5. To sign an enrollment application on behalf of a consumer, what authority must the individual have? - ANS-The individual must be legally authorized in the state in which the consumer resides to act on behalf of the consumer (e.g., Power of Attorney).
  6. In what product should agents enroll consumers? - ANS-A product that is suitable for the consumer's needs, goals and financial resources.
  7. What is the purpose of the Statement of Understanding? - ANS-It ensures that when consumers sign the Medicare Advantage and/or Part D Enrollment Application, they are acknowledging their understanding that they are actually enrolling, in which plan they are enrolling, and standard disclosures.
  1. When can telephonic contact with a Medicare eligible consumer be made? - ANS-When the consumer consented to be contacted for sales activities, subsequent telephonic contact has not yet occurred, and the permission has not yet expired.
  2. As an agent, you must not do which of the following when marketing UnitedHealthcare Medicare Advantage plans to consumers? - ANS-Use providers or provider groups to distribute printed information comparing benefits of different health plans without approval.
  3. As an agent, you have an obligation to only enroll a consumer in a product: - ANS-That is suitable for the consumer's needs, goals and financial resources.
  4. What type of event must agent conduct when she wants to be able to collect consumer information schedule future appointments and accept enrollment applications - ANS- marketing/sales event
  5. Louise wants to hold an event that helps consumers understand Medicare programs and perhaps an prove 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 how consumers approach her what type of event is Louise need to conduct - ANS-educational event informal
  6. when conducting an event agents had selected a site that is compliant with the Americans with Disabilities Act ADA which of the following is not an ADA requirement - ANS- extra wide sidewalks that accommodate wheelchairs
  7. which of the following elements does not need to be entered on the new event request form when reporting a new event - ANS-the event venue manager/contact person
  8. Which of the following statements regarding united healthcare's event cancellation reporting rules is true - ANS-event cancellation must be reported in united healthcare's event

reporting application at least one business day prior to the event except in the case of inclement weather

  1. Which statement is an example of one that must appear on advertisements for educational events - ANS-for accommodation of persons with special needs call 555-555- tty 711
  2. which of the following food and beverage options may be provided at an educational event if the nominal retail value of the items when combined with other giveaways does not exceed $15 per person select two - ANS-coffee juice fresh fruit and pastries buffet dinner and coffee
  3. which of the following individuals is permitted to present a short introductory presentation of educational content at the beginning of an informal marketing/sales event - ANS-a license agent a non license plan representative a provider
  4. which of the following marketing materials must not be displayed distributed or provided to consumers attending a marketing/sales event - ANS-non health related product brochures
  5. agent Rita Garcia must not do which of the following while conducting a marketing/sales event - ANS-state the plan she's presenting is the best plan on the market
  6. which of the following is not required when conducting a marketing/sales event - ANS- providing refreshments and giveaways
  7. add an informal marketing/sales event which of the following activities is not permitted
- ANS-approaching consumers as they pass by your booth/kiosk/table 
  1. agent Santana has developed a relationship with doctor Westberry a primary care physician contracted with several Medicare Advantage plans doctor Westbury is asked to attend
  1. to ensure an event is cancelled in united healthcare's event reporting application by the reporting deadline was the last recommended date for submitting a cancel event request form - ANS-submit the cancel event request form no later than six business days before the event
  2. Marcus is planning an educational event and has decided to place an advertisement in the local paper what must the advertisement include - ANS-a statement that makes it clear that the event is for educational purposes only
  3. which of the following giveaways is not permitted at an educational event assume nominal retail value is met - ANS-gift card to local movie theater
  4. which of the following food options may be provided at a marketing/sales even if the nominal retail value of the items when combined with other giveaways does not exceed $15 per person - ANS-coffee and pastries
  5. Paul is setting up a marketing/sales event at a Community Center where he is going to discuss united healthcare Medicare Advantage plans he has placed a united healthcare logo pen $3 value clarity consumer workbook an enrollment guide at each seat what if anything is Paul done wrong - ANS-pause done nothing wrong the giveaway is under the $15 nominal value and he is providing approved marketing and plan specific material
  6. Craig is conducting an informal marketing/sales event in a retail pharmacy which of the following rules does not apply - ANS-Craig must not schedule personal/individual marketing appointments and obtain scope of appointments
  7. which of the guidelines listed below is not allowed when accepting an enrollment application at a marketing/sales event - ANS-offer to hold an enrollment application and submit it later
  8. which of the following is a purpose of conducting event observation and oversight - ANS-to ensure consumers receive accurate and compliant information from agents
  1. warren an agent is working at the United healthcare Medicare store Beth a consumer approaches Warren and ask a question about Medicare prescription drug plans what is the most appropriate thing Warren should do first - ANS-complete a scope of appointment form with beth prior to discussing plans
  2. when must an agent inform the consumer of the availability of no cost interpreter services - ANS-whenever the agent is presenting a Medicare Advantage or prescription drug plan
  3. advance are categorized by which two things - ANS-type of event educational or marketing/sales and whether it is formal or informal
  4. Larry wants to hold an event that covers dual special needs plans SNP he will use the slide presentation provided by united healthcare to explain the plan benefits and will help consumers complete enrollment applications at the end what type of event does Larry need to conduct - ANS-marketing/sales event formal
  5. when selecting a venue for your educational or marketing flash sales event what feature is not one you need to consider - ANS-conveniently located snack and beverage vending machines
  6. according to united healthcare policy when must a marketing/sales event be reported to united healthcare - ANS-prior to advertising and not less than 7 calendar days prior to the event
  7. to ensure an event is cancelled in united healthcare's event reporting application by the reporting deadline what is the last recommended date for submitting a cancel event request form - ANS-submit the cancel event request form no later than six business days before the event
  8. which of the following statements is not a best practice for event scheduling changing or canceling - ANS-submit a new event request born after you have advertised your event to make sure you enter the right information
  1. Louise wants to hold an event that helps consumers understand Medicare programs and perhaps improve their help/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 - ANS-Marketing/sales event informal
  2. Jessica just submitted a cancel event request form to cancel an event she is scheduled to conduct three weeks from today the only advertising she is done is to post a flyer at the event venue select the cancellation procedure she does not need to follow - ANS-be at the venue at the time the event had been scheduled to start and remain there for 30 minutes in case any consumer arrives
  3. if you conduct an educational event and invite a provider or vendor to be part of the event the provider/vendor must not do which of the following - ANS-provide free health screenings such as blood pressure checks or hearing tests as a marketing activity
  4. agent John Rogers is planning a formal marketing/sales event and has decided to place an advertisement in the local paper what disclaimers was drawn including the advertisement - ANS-for accommodations of persons with special needs at sales meetings call 555-555-1234 TTY 711 and attend with no obligation to enroll
  5. Which of the following does not describe a personal/individual marketing appointment?
- ANS-It needs to be reported to UnitedHealthcare prior to advertising and not less than 7 calendar days prior to the date of the event. 
  1. 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? - ANS- Extra-wide sidewalks that accommodate wheelchairs
  2. Which of the following elements does not need to be entered on the NEW Event Request Form when reporting a new event? - ANS-The event venue manager/contact person.
  1. Which of the following statements regarding UnitedHealthcare's event cancellation reporting rules is true? - ANS-Event cancellation must be reported in UnitedHealthcare's event reporting application at least 1 business day prior to the event except in the case of inclement weather.
  2. Jessica just submitted a CANCEL Event Request Form to cancel an event she is scheduled to conduct three weeks from today. The only advertising she has done is to post a flyer at the event venue. Select the cancellation procedure she does not need to follow. - ANS-Be at the venue at the time the event had been scheduled to start and remain there for 30 minutes in case any consumer arrives.
  3. Which of the following materials may be displayed, distributed, or provided to consumers attending an educational event? - ANS-Agent business cards and lead cards
  4. Which of the following food and giveaway combinations may be provided at an educational event? - ANS-Coffee, juice and pastries ($8/person) plus UnitedHealthcare logo pens and notepads ($5/person)
  5. If you conduct an educational event and invite a provider or vendor to be a part of the event, the provider/vendor must not do which of the following? - ANS-Provide free health screenings such as blood pressure checks or hearing tests as a marketing activity
  6. Which of the following marketing materials must not be displayed, distributed, or provided to consumers attending a marketing/sales event? - ANS-Non-health related product brochures
  7. 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? - ANS-Coffee and pastries
  8. Agent Rita Garcia must not do which of the following while conducting a marketing/sales event? - ANS-State the plan she is presenting is the best plan on the market.