Part D
Medicare Advantage
Systems / Resources
Consultative Selling
Call Flow
100

plan's list of covered drugs

What is Formulary  

100

This part of Medicare is known as Medicare Advantage

What is Part C

100

This platform is used during training to access resources, agendas and other training materials.

What is JARVIS? 

100

In consultative selling, you act ore like this than a traditional seller

What is coach?

100

During the opening, these pieces of information are obtained to verify the consumer.

What is HIPPA? (Name, DOB, and Medicare number) 

200

This type of Part D plan adds RX coverage to Original Medicare

What is PDP?

200

Medicare Advantage combines these two parts of original Medicare 

What are Part A and Part B?

200

This resource provides the trainer with guidance, activities, talking points, and information needed to facilitate training. 

What is the Facilitator's Guide (FG)? 

200

This is the first step of the 5-step consultative selling process. 

What is Research? 

200

After gathering the consumer's information, this is the next major step in the call flow.

What is Check Eligibility? 

300

This rule requires a plan to approve a drug before coverage is provided

What is Prior Authorization (PA)? 

300

Medicare Advantage plans are offered and administered by these types of companies. 

What are private insurance companies

300

TRUE or FALSE: JARVIS is the platform used to process a member's Medicare benefits.

FALSE 

300

A member says, "I don't really understand my benefits." Instead of immediately telling them what plan to choose, you should first do this. 

What is ask questions to understand their needs?

300

Name TWO areas you should explore when assessing a consumer's needs.

What is knowledge, what's important, current plan, cost considerations, and/or drug coverage?

400

This utilization management rule requires a member to try one drug before another will be covered 

What is step Therapy (ST)?

400

These Medicare Advantage plans are design for people with specific qualifying needs, such as chronic conditions or dual eligibility.

What are Special Needs Plans (SNP)?

400

This tool can be used to present training content and information to the class 

what is PowerPoint?

400

After understanding the consumer's needs, this step involves providing information or education. 

What is Inform or Educate?

400

A consumer tells you they have diabetes, but you're not trained to sell SNP plans. What should you do? 

What is transfer the consumer to an SNP/LIS - trained agent? 

500

Going 63 or more consecutive days without creditable RX coverage after becoming eligible for Part D may result in this

What is the Late Penalty (LEP)? 

500

A member wants a Medicare Advantage plan specifically designed around a qualifying chronic condition. What type of plan should you think about? 

What are Chronic (C-SNP)? 

500

When you need to verify official Medicare information rather than relying on a training resource, these are two authoritative government websites you can reference. 

What are Medicare.gov and CMS.gov?

500

A member tells you their current plan isn't meeting their needs. What approach should you take before recommending a solution? 

What is explore their needs, concerns, and priorities? 

500

A consumer says, "I don't know what I want in a health plan." What should you do before presenting a solution?

What is ask questions and listen to understand their needs? 

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