2014 - Qm - Page 1 Application

15 Questions | Total Attempts: 214

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2014 - Qm -  Page 1 Application

What have you learned about scoring page 1 of an application?


Questions and Answers
  • 1. 
    For the opening statement, the ADP stated “I need to verify your information.” Line item #27 should be scored as a Major since the opening statement is “To continue with your enrollment, I will now need to verify the following information:” 
    • A. 

      True

    • B. 

      False

  • 2. 
    The ADP is completing an AARP Medicare Supplement from United Healthcare Plan F. The ADP stated “To continue with your enrollment, I will now need to verify the following information. Will you please say and spell your first and last name?” The Customer states their first and last name; however, they did not spell it. How should line item #28 be scored? 
    • A. 

      Yes

    • B. 

      Minor

    • C. 

      Major

    • D. 

      N/A

  • 3. 
    When collecting the Customer’s social security number on the application, the Customer stated “123456789A”; however, “123456789” is listed on the application. How should line item #31 be scored? 
    • A. 

      The ADP/BA asked for the Social Security number.

    • B. 

      The ADP/BA provided the answer.

    • C. 

      The ADP/BA skipped this question completely.

    • D. 

      Information on the application does not match what was heard on the recording.

  • 4. 
    The customer's name is William Johnson. On the application, he stated his first name as 'Will' and on the application it appears as 'William'. How will QM score this?
    • A. 

      Yes because Will is short for William

    • B. 

      Minor because it was done but not done correctly

    • C. 

      Major because the application doesn't match what was heard on the recording

    • D. 

      Check with a supervisor before scoring down

  • 5. 
    If the customer gave their DOB as 8/20/49 and the application shows 8/20/1949, QM would score Major for information not matching.
    • A. 

      True

    • B. 

      False

  • 6. 
    The BA/ADP is able to answer which question(s) for the customer on page 1?Check all that apply.
    • A. 

      Alternate mailing address

    • B. 

      Gender

    • C. 

      Desired Effective Date

    • D. 

      Medicare Claim Number

    • E. 

      Alternate Contact

    • F. 

      POA question

  • 7. 
    What questions on page 1 can an ADP/BA skip and not get marked down? Check all that apply.
    • A. 

      Middle name

    • B. 

      Primary phone number

    • C. 

      Alternate phone number

    • D. 

      Title

    • E. 

      Alternate address

    • F. 

      Alternate contact

    • G. 

      Name on the Medicare card

    • H. 

      Desired Effective Date

    • I. 

      Email address

  • 8. 
    For Medicare Part A/B effective dates, if the customer states 'February of this year' and the application shows 2/1/14 how will QM score?
    • A. 

      Yes

    • B. 

      Minor, the ADP/BA did it but did it incorrectly

    • C. 

      Major, the application doesn't match what the customer said

    • D. 

      N/A

  • 9. 
    If the Part A and B effective dates are the same and the Customer only states one date, ADP/BA should clarify if the same date applies to both. If they do not, QM will score Major for this line item.
    • A. 

      True

    • B. 

      False

  • 10. 
    If the relationship on the POA section of the application is not asked, QM will:
    • A. 

      Mark the form Yes, this is not relevant information for the carrier

    • B. 

      Mark the form Minor, the ADP/BA did not read the statement/question verbatim

    • C. 

      Mark the form Yes, and include a coaching note for the ADP/BA to ask for the relationship

    • D. 

      Major, the ADP/BA skipped this question completely or any related questions or statements

  • 11. 
    The ADP/BA did not ask the customer for the County for the alternate mailing address and the application shows the County is Baylor County. How will QM score this?
    • A. 

      Yes with a coaching note

    • B. 

      Minor for doing it but doing it incorrectly

    • C. 

      Major for skipping a field

    • D. 

      N/A

  • 12. 
    The customer stated their physical street address is 1234 Easy St NE. The application shows 1234 Easy Street. Score line item 33.
    • A. 

      Yes, but coach the agent for leaving off the directional in the address

    • B. 

      Minor, the agent did it but didn't do it correctly

    • C. 

      Major, information heard on the recording doesn't match the application

    • D. 

      N/A

  • 13. 
    The customer said their date of birth is 5/31/36. The ADP asked the customer to restate the date of birth but give a four digit year. 
    • A. 

      The ADP knows they will lose points if they do not ask for the four digit year

    • B. 

      The ADP will not lose points if they do not ask for the four digit year

    • C. 

      The ADP is trying to get extra points on their QM form

  • 14. 
    "Are you Male or Female?"If the ADP phrased the Gender question like this, QM would Major that line item because the ADP gave the answer while asking the question.
    • A. 

      True

    • B. 

      False

  • 15. 
    The customer didn't provide their area code when giving their primary phone number but the area code is included on the application. How will QM score number 32?
    • A. 

      Yes with a coaching note to please have the customer include the area code

    • B. 

      Minor because the agent did it, but did it incorrectly

    • C. 

      Major because the information heard on the recording does not match the application

    • D. 

      Major because the agent skipped the area code portion of the question

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