2014 - Qm - Page 1 Application

15 Questions | By Bthorup | Updated: Mar 15, 2022 | Attempts: 267

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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