2014 - Ba - Age In Quiz - Ag

15 Questions | Total Attempts: 756

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2014 - Ba - Age In Quiz - Ag

Please watch the Age In Training. Once your training is complete please finish this quiz using the information you learned in the Age In Training


Questions and Answers
  • 1. 
    How should you handle a response call from the 12 and 9 month letter?
    • A. 

      Defer the customer to the enrollment period

    • B. 

      Inform the customer that we don’t have information on the letters that were sent out.

    • C. 

      Verify the profile information, build good rapport, answer basic Medicare questions and advise the customer to call back and schedule an appointment.

    • D. 

      All of the above

  • 2. 
    What are the “Next Steps” described in the six month communication letter?
    • A. 

      Enroll in Medicare Part B

    • B. 

      Schedule your appointment

    • C. 

      Receive your enrollment guide

    • D. 

      All of the above

  • 3. 
    What is the web address for the on demand webinar?
    • A. 

      Www.ondemandwebinar.com

    • B. 

      Www.extendhealth.com

    • C. 

      Www.OneExchangeWebinar.com

    • D. 

      Www.OneExchangeWebcast.com

  • 4. 
    Caterpillar will only send out the 12 month communication to its age-in population
    • A. 

      True

    • B. 

      False

  • 5. 
    Legacy customer, Mr. Johnson, retires at age 68 and his part B effective date is later than his part A effective date. Which election period would you use to enroll him in a medical plan?
    • A. 

      Mr. Johnson is not eligible for coverage as he should have retired at 65 like everyone else

    • B. 

      Use the ICEP (Newly eligible for Medicare)

    • C. 

      Use the Annual Disenrollment Period

    • D. 

      Use SEP-LEC (Losing Employer Coverage) to enroll customer

  • 6. 
    Mrs. Breinhoft is aging into Medicare next month and would like to enroll in coverage today. Her part A and B effective date are the same. What enrollment period would you use to enroll her in a PDP
    • A. 

      Use the SEP-LEC (Losing Employer Coverage)

    • B. 

      Use the OEP (Open Enrollment Period)

    • C. 

      Use the IEP (Newly eligible for Medicare)

    • D. 

      None of the above

  • 7. 
    A customer has an Individual Program Start Date of August 1st. When is the first possible date that they can call in to schedule an appointment for their enrollment period?
    • A. 

      August 1st of the prior year

    • B. 

      Feb 1st of the same year

    • C. 

      July 1st same year.

    • D. 

      All of the above.

  • 8. 
    What is the difference between the Live Webcast and the on Demand Webcast?
    • A. 

      The Live webcast will be held by a meeting specialist and an RSVP is required.

    • B. 

      The On demand Webinar is available at any time online

    • C. 

      The live meeting can be joined either by phone or online.

    • D. 

      All of the above.

  • 9. 
    A customer with an individual program start date of March 1st can schedule an appointment for their enrollment period between which dates?
    • A. 

      Sept. 1st- Nov. 30th for their enrollment period of Dec. 1st – Feb. 28th

    • B. 

      Jan 1st-Feb. 28th for their enrollment period of Jan. 1st-Mar. 31st

    • C. 

      Sept. 1st-Nov. 31st for their enrollment period of Dec. 1st- Feb 28th

    • D. 

      All of the above.

  • 10. 
    The SSC will allow you to schedule an appointment for a customer who is more than six months from their individual program start date
    • A. 

      True

    • B. 

      False

  • 11. 
    All of the below clients will participate in the Early Outreach Program, except?
    • A. 

      United Methodist Church

    • B. 

      Xcel Energy

    • C. 

      Motorola Solutions

    • D. 

      Marathon Petroleum

  • 12. 
    The only way a customer can enroll in Medicare Part B is by going to their local Social Security office
    • A. 

      True

    • B. 

      False

  • 13. 
    All of the following dates when a customer can join the live webcasts, except?
    • A. 

      March 12th

    • B. 

      June 18th

    • C. 

      June 16th

    • D. 

      August 13th

    • E. 

      All of the above are correct

  • 14. 
    The situations analysis will need to be verified more than once for customer’s that are aging in to Medicare if they have a scheduled appointment
    • A. 

      True

    • B. 

      False

  • 15. 
    There will be ongoing training in all of the below categories, except?
    • A. 

      Website Training

    • B. 

      Disposition Training

    • C. 

      Client Guide training

    • D. 

      Age-in sales through training

    • E. 

      All of the above are ongoing trainings

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