1.
Mr. Ripley has just aged-in to Medicare. How would you answer the following question: “Are you within 6 months of your 65th birthday (before or after)?”
2.
Mrs. Flood, an Agilent customer, is unsure of how to answer the following question: “Will your plan effective date be within 6 months of your 65th birthday and your Medicare Part B effective date?” She turns 65 October 19, 2014, and her Medicare Part A and B will go into effect October 1st of 2014. How should this question be answered?
3.
True or False: When the application asks for the customer's age, it’s referring to the age as of the month their plan goes into effect.
4.
In general, what determines the effective date for under an SEP-LEC?
A. 
The first of the month following the date of coverage loss (as determined by the employer)
B. 
Whatever date the ADP selects
C. 
The date of notification of loss of coverage
D. 
5.
True or False: When a customer is enrolling under GI due to LEC, they have had coverage within the past 63 days?
6.
If an application was being completed after December 7th, which enrollment period would need to be used for a new client losing group coverage?
A. 
B. 
C. 
D. 
7.
If the Medicare Claim Number (HICN) is incorrect, who do you contact to change it?
A. 
B. 
C. 
D. 
8.
If the Medicare Part B effective date is wrong, what do you do?
A. 
B. 
Change it yourself in the personal profile.
C. 
D. 
9.
The customer wants mail to go to a P.O. Box, but it’s not pre-populated. Who do you contact?
A. 
B. 
No one; change it yourself in the personal profile.
C. 
D. 
10.
You are in the middle of an application and Mrs. Jones’ daughter joins the phone call. What do you do?
A. 
Politely tell her that she cannot be on the phone because she is not an Authorized Representative ( HIPAA Rep).
B. 
Continue the application as if she was not on the phone.
C. 
Authorize her as an Approved Representative (HIPAA Rep).
D. 
11.
Based on the BMI calculator, what is the BMI for someone who is 5’4” and 120 pounds?
A. 
B. 
C. 
D. 
12.
For BCBS of TX Medigap, Losing Employer Coverage, what is the answer to “Do you intend to replace your current coverage with this Medicare supplement policy?”
A. 
B. 
C. 
Whichever answer the customer gives
D. 
This answer is always yes.
13.
For AARP/UHC of NY, Losing Employer Coverage, what is the answer to “Will this new Medigap plan be replacing a Medicare supplement or a Medicare Advantage (individual plan, not a group plan)?”
A. 
B. 
C. 
Whichever answer the customer gives
14.
You are talking to an IBM customer; what number can they call to reach OneExchange?
A. 
B. 
C. 
D. 
15.
You are talking to a DuPont customer in the Losing Group Medical Only campaign. Will his HRA funding rollover to the next year?
16.
Your customer is enrolling into VSP. When will VSP take out the first payment?
A. 
B. 
C. 
Upon receipt of the application
D. 
1-2 weeks before the effective date
17.
Your customer does NOT want to give out their banking information. Will their TX Humana Medigap application for Losing Employer Coverage allow other payment methods?
18.
Your customer is enrolling into a Presbyterian MAPD and they would like to know where Presbyterian’s headquarters are. What do you tell them?
A. 
Give them the customer service number for Presbyterian so they can call and ask themselves.
B. 
C. 
D. 
19.
You need to add Mrs. Jones to her husband’s AARP membership. What phone number do you call?
A. 
B. 
C. 
D. 
20.
The BA entered a phone number in the PCP field (as well as in the notes). What do you do?
A. 
Leave it alone; it is the BA’s job; not yours.
B. 
C. 
Look in the client guide to find out how you look up a PCP number.
D. 
21.
If a P.O. Box is listed as the primary address and no change is needed to the zip code or county, what should you do?
A. 
B. 
C. 
Ask your supervisor to change the address
D. 
Update the address on the application and refresh the record
22.
If a HICN is incorrect, you should…
A. 
Continue, and tell them to contact Social Security
B. 
C. 
D. 
23.
The customer is enrolling using the SEP-LEC on 9/12/14. His group coverage ends on 10/31/14. The plans in the cart have a 12/1/14 effective date. How should you proceed?
A. 
B. 
C. 
Do nothing; the effective dates are correct
D. 
None of the above; this cannot happen
24.
Where do you find the HMO-POS options?
25.
How do you get to the correct application guide for a specific carrier?
A. 
Choose Application Guide, Select Enrollment Reason, Select a Plan, Select a State, Select a Carrier
B. 
Choose Application Guide, Select a State, Select a Plan, Select a Carrier, Select an Enrollment Reason
C. 
Either way will get you to the correct application guide