AHIP Module 4 2023 Study Guide Graded A+
You have set up an appointment for an in-home sales presentation with Mrs. Fernandez, who expressed interest in the Medicare plans you represent. In preparation for the sales presentation, what must you do?
Alice is a marketing representative employed by a...
1). You have set up an appointment for an in-home sales presentation with mrs. fernandez,
who expressed interest in the medicare plans you represent. in preparation for the sales
presentation, what must you do?
Ans: Before conducting the presentation, obtain, and document having obtained her
permission to visit, along with her interest in the specific products you will present.
2). Alice is a marketing representative employed by a health plan. betty is a captive agent of a
health plan who markets to multiple plans and sponsors. carl is a captive agent who
markets to only one plan/sponsor. denise is an independent agent who markets to different
types of groups. edward is an independent agent who markets only to employer and union
groups. cms marketing representative compensation rules generally apply to:
Ans: Betty and Denise, but not Alice (the employee) or Carl or Edward (to whom
exceptions apply).
3). While making an appointment to discuss medicare advantage (ma) and part d plans with a
potential enrollee, you are asked to describe other types of insurance products that your
client might wish to purchase. what additional types of insurance can you present during
the ma and part d marketing appointment?
Ans: You can present only health care related lines of business but must obtain the
beneficiary's permission to do so before the presentation occurs and document that you
have obtained that permission.
4). During a sales presentation to ms. daley for a medicare advantage plan that has a 5-star
rating in customer service and care coordination, and received an overall plan performance
rating of a 4-star, which of the following would be the best statement to say to her?
Ans: The Medicare Advantage plan received a 5-star rating in customer service and
care coordination with an overall performance rating of 4-stars.
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