Devoted Health Agent Certification Test 2024
Agent Reporting Requirements - Event Reporting: Agents must report only marketing/sales events, both formal and informal to
UnitedHealthcare. - Note: The correct answer is that agents are required to report such events, but there may have been
pre...
Devoted Health Agent Certification Test 2024
Agent Reporting Requirements
- Event Reporting: Agents must report only marketing/sales events, both formal and informal to
UnitedHealthcare.
- Note: The correct answer is that agents are required to report such events, but there may have been
previously misunderstood criteria.
Enrollment Application Procedure
- Agent Procedure with No Email Address: When Agent Jeff discovers that a consumer does not have an
email address while using LEAN for an enrollment application, he should leave the email address field
blank.
Election Period
- Annual Election Period (AEP): The election period that takes place from October 15 to December 7 is
referred to as the AEP (Annual Election Period).
Educational Event Permissible Activities
- Activities Allowed at Educational Events: At an educational event, Agent Kim may engage in activities
such as:
- Displaying and distributing business cards and lead cards.
- Scheduling one-on-one marketing appointments.
- Obtaining scope of appointment (SOA) forms.
Discussion with Medicare-Eligible Friend
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