2014 - Qm - Page 1 Application
What have you learned about scoring page 1 of an application?
- 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
Questions: 67 | Attempts: 102 | Last updated: Sep 19, 2014
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