Ultimate Quiz On Sales Calls: Trivia!

12 Questions | Total Attempts: 242

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Ultimate Quiz On Sales Calls: Trivia!


Questions and Answers
  • 1. 
    What questions should you ask yourself when searching for a Sales Call? 
    • A. 

      Did the BA verify the customer's profile?

    • B. 

      Did the BA ask the customer Situation Analysis questions?

    • C. 

      Did the BA present plans?

    • D. 

      Did the BA go through the quoting screens?

    • E. 

      Did the BA add a plan to the cart?

    • F. 

      Did the BA offer dental/vision plans?

    • G. 

      Did the BA add prescriptions to the customer's profile?

    • H. 

      Did the BA do a Needs Analysis?

  • 2. 
    What must the BA do prior to quoting plans?
    • A. 

      Add prescriptions to the profile

    • B. 

      Read the Medical Information Release statement

  • 3. 
    The customer called and discussed plan options with the BA on Monday. The customer needed more time to decide on a selection and called back on Friday and spoke with the same BA. Would the BA need to read the MIR prior to quoting even if it was read on the initial call?
    • A. 

      Yes

    • B. 

      No

  • 4. 
    The BA read the Medical Information Release after giving two Medigap premiums but did not discuss any plan benefits. Would this be Non-Compliant?
    • A. 

      Yes

    • B. 

      No

  • 5. 
    Adjusting the words in the MIR is acceptable as long as it does not change the meaning. 
    • A. 

      True

    • B. 

      False

  • 6. 
    Which version of the MIR would not cause the call to be Non-Compliant? The statement reads: 'As we proceed, you are not required to answer any health or prescription-related questions. If you do, your answers will not affect your eligibility to enroll in a Medicare plan. Okay?'
    • A. 

      Coming up, you are not required to answer health or prescription questions. If you do answer those questions, your answers won't affect your eligibility to enroll in a plan.

    • B. 

      I might ask some questions regarding health or prescriptions. You do not have to answer them but I recommend you do.

    • C. 

      Some of the plans will want to know what prescriptions you take and may want to know about your current health. You don't have to answer any questions though because you are guaranteed issue.

    • D. 

      As we move forward, you do not have to answer any health or prescription questions. If you do, your answers will not affect your eligibility to enroll in a Medicare plan. Okay?

    • E. 

      As we proceed, you are required to answer any health or prescription related questions. Your answers will affect your eligibility to enroll in a Medicare plan.

  • 7. 
    The BA did not say the plan names before transferring to the ADP. How would you score 4.1?
    • A. 

      Yes

    • B. 

      Minor

    • C. 

      N/A

    • D. 

      Yes, with a coaching note

  • 8. 
    If an LBS is brought on the line by an ADP and the LBS puts a new plan in the cart, does the LBS have to read the intent to enroll scripting?
    • A. 

      Yes

    • B. 

      No

  • 9. 
    If the BA does the Sales Portion and also completes the enrollment (does not transfer to an ADP), do they have to read the BA closing script (4.1 - 4.4)?
    • A. 

      Yes

    • B. 

      No

  • 10. 
    Which statement would NOT be marked as a minor for 4.3 (Explain the Transfer Process): This portion of the script reads: You will be connected to an Enrollment Team Representative who will help you fill out your application(s). There will be a brief hold before they pick up so DO NOT HANG UP or your application(s) will not be processed. If for any reason you get disconnected, please call us right back, follow the system prompts, and you will be connected to an Enrollment Team Representative. 
    • A. 

      I will now transfer you to the Application Specialist. They will help you complete the application. Do not hang up or your application will not be processed.

    • B. 

      I am going to transfer you to the Enrollment Team Representative. There will be a brief hold before they pick up the phone. Do not hang up or your application will not be processed. If you do get disconnected, call back and you will be routed to the correct team.

    • C. 

      Our enrollment specialist team will be helping you complete the application. If you hang up, we cannot process your application.

    • D. 

      Thank you and have a great day!

  • 11. 
    The customer told the BA they were very helpful and answered all of their questions. Would the BA still need to ask if the customer had additional questions prior to transferring to an ADP?
    • A. 

      Yes

    • B. 

      No

  • 12. 
    If the BA transfers the call and provides the Customer with the phone number they are not required to provide the TTY number because the ADP will provide the TTY number and hours of operation. 
    • A. 

      True

    • B. 

      False

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