SEP
Effective Call Handling
Misc.
100

LIS SEP can only be used for member who..

..are switching from one PDP plan to another

100

Please state your call opening.

Nice

100

What document should we present the plan from?

SOB

200

The Medicaid/ Extra Help SEP are only for members in what states?

FL, KY, NJ and VA

200

Please state your R&C statement for member who wants to change plan due to move.

Great job!

200

Name the 4 elements of proper hold procedures. Hint: ARTT

Ask, Reason, Time and Thank them

300

If the member moved in 12/1/2024, what date would you note on the application?

Todays date/ the date they notified us of the move.

300

Please state the SOA

Great!

300

What are the two requirements to enroll in an advantage plan?

Part A and Part B

400

Exceptional Circumstances SEP is determined by..

CMS

400

What is the required needs question?

Question about budget.

400

True or False: If you are NRTS you can still go to Aetnamedicare.com to advise of plan options.

False

500

Loss of MAPD and Part B, the caller is eligible for what plan type?

PDP

500

Give me 3 needs questions.

Good job!

500

We use Think Agent to...

Check Medicaid ID number

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