Systems alert
What system can we use to verify current premium?
ISB
Client has recently (within the last 63 days) dropped their employer group coverage. What scenario will this fall into? (not CA)
Guarantee Issue
Can the PHD rate quotes for producers?
No, we can only show them the resources for them to verify before enrolling.
Yes or no: If an agent is de-authorized to sell Medicare Supplement, they can still offer UHICA plans?
NO, they would be de-authorized to sell all Medicare Supplement plans included UHICA (as well as the DVH plans)
Which form can agent use to submit Supporting GI documentation?
Form 4
What system do we use to confirm AARP Membership?
WAP
Client received Medicare part A/B in 2018 when they turned 65. They did not enroll into any Medicare plan at the time nor are they enrolled in a Employer coverage. They live in VA and haven't moved or lost any benefits of any kind in the last ten years.
Underwriting
What are the plans called which offer all of the Medical Benefits of the AARP Medicare Supplement, but does not include the wellness extras.
UHICA
True or False:
If an NY agent is not licensed in the new state a client is moving to, they should not submit the NY Mover Form.
True - they should have the client call into Member services to update their plan.
Which form can agent use to update the Gender of an approved app?
Form 2
What system do we verify if a client is active with their AARP Medicare Supplement Plan?
COMPAS
Client is in the state of CO and just lost Medicaid.
Guaranteed Issue
What is the program we have for our agents where they are able to win rewards when they submit more AARP Medicare Supplement policies?
Authorized to Offer
Yes or No:
If an agent is currently not able to sell UHICA, we can tell them to reach out the Regional Sales Director of Med Supp Growth to be able to request to sell.
No, they are not able to request to sell UHICA at this time. They will be notified if they are chosen with the next wave of agents when/if it expands
Which form can an agent use to update the Smoker status of an active client?
Form 1
What system do we use to verify if needed Guaranteed Issue documentation has been received?
PCH
Client is currently on a different carrier Medicare Supplement plan in CA. Their birthday is tomorrow and they are interested in switching to an AARP Medicare Supplement.
Guarantee Issue - Birthday Rule
What is the source of truth for the agent on a specific state's eligibility requirements, discount/rating information, etc?
State Producer Handbook
Yes or No:
If an agent signs and submits an application of 05/01/2024, they can request the 05/01/2024 ED
No, they can only ask for ED in the future.
Which form can they use to request back termination and refund in cases they forgot to cancel their AARP med supp after enrolling into a MAPD?
Form 3
Is there an online system the agent is able to use to enroll a client under the agent of 65 for an AARP Med Sup?
NO. JarvisEnroll is only for clients who are turning/are the age of 65.
A client is in LA where Medicare Supplements are available to those under the age of 65. The client received their Part B in 2020, but just turned 65 within the last 6 months.
Open Enrollment
What does Point of Sale Eligible mean in regards to UW?
This reason indicated extends an invitation to the applicant to call UHC Underwriting immediately after submitting a LEAN (JarvisEnroll) application for an underwriting interview. This is NOT offered to all applicants and applicants should ONLY use this number when this message appears.
Yes or No:
If an Agent's client is in Area 3 of New York, they are able to offer and sell the client a plan.
No - As of July 15, 2020, agents will no longer be able to solicit or sell AARP Medicare Supplement Plans to consumers in Area 3 of New York.
Which form can they use to update a pending UW app to a different plan for GI?
Form 4PC