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
- 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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