SEP
SEP 2
Misc.
Random
Routine
100

The consumer is turning 65 on May 1st 2021, and is looking for a Medicare Advantage Plan, when can the consumer enroll and what is the election period?

3 months before and 3 months after plus their birth month (7 months total), What is IEP

100

What is the Enrollment Period between January 1st – March 31st?

What is MA- OEP

100

I already verified that there is a special election period in the state of Texas.

What is FEMA disaster website

100

How often can dual- eligible and LIS beneficiary make changes to their health Plan

What is quarterly

100

Consumer called in on March 1st 2021 and she stated she is currently on dialysis ( ESRD). Customer is receiving extra help (LIS) Can she enroll into a MA/ MAPD?

What is YES

200

Beneficiary gains Medicare Parts A and B effective February 1st 2021, the customer enrolled into a MAPD Plan for March 1st, 2021 but she does not like the plan. What SEP would be most suitable to be used on their enrollment application?

What is  MA - OEP

200

Customer loss LIS on January 31, 2021 and wondering why I am paying more for my prescription drugs, the consumer calls and would like to enroll into another plan, what SEP is suitable to complete the enrollment?

What is loss of LIS

200

The consumer is interested in enrolling and would like to see information first, what tool can I use to show the consumer the documents?

What is screen share

200

Some people have too much income to qualify for Medicaid. This amount is called excess income. Some of these people may qualify for Medicaid if they spend the excess income on medical bills. This is called?

What is Spend down

200

I received a letter from my carrier that my plan contract is terminating on May 31,2021, what is the SEP for this enrollment?

What is contract non-renewal

300

I retired mid-February and my insurance ended at the end of last month. I started Medicare part A back in 2015 but just got my part B on February 1st.

Loss of coverage

SE Special- $25 Amazon

300

Oh, I’m sure glad you called me. I just got the letter about that program you asked me all those questions about. I guess I got it, some ABC program I can’t remember what it was called. It said something about extra help or something like that. What is the election period?

What is Gain LIS

300

Agent received a pop-up box in the lower corner of their CRM

What is SMS/Chat

300

I loss Medicaid on September 30th 2020 and I received a letter from my carrier that my DSNP HMO Plan will be terminated as of March 31, 2021, what SEP can I used to enroll the customer?

What is loss of Medicaid

300

I am a disabled veteran, with Medicare Part A and I am currently using the VA for my medical services, I applied for Part B when will I be eligible?

What is the Part B effective date

400

I want to look at a new plan. I have lived in my same home for 45 years in New York. I am also not with Medicaid, extra help or any of that. The only thing I really have to help is EPIC. That is a nice program but I need help to lower my costs at the doctor. I’m tired of paying so much. What is the SEP?

What is State Pharmaceutical Assistance Program (SPAP)

400

My birthday is March 1st and I would like to enroll into a MAPD Plan, when does my coverage start?

What is February 1st

400

This level of Medicaid covers the Beneficiary’s Part B premium and offers Partial Medicaid Benefits without Cost share Protection

What is SLMB?

400

Beneficiary has Medicare & Medicaid with LIS and enrolled into Humana Dual SNP HMO Plan in February for March 1st start date.  The customer callback in April and wants to change her plan, can the consumer change plan?

Yes, what is the New Quarter? $15 Amazon

400

The consumer enrolled into a dual PPO plan using Medicaid Maintaining in Quarter 1 and lost Medicaid eligibility due to income during the same quarter, what SEP can the agent use to enroll the consumer?

Loss of Medicaid

500

I moved about 2 years ago but I forgot to change my address. I still have my plan from Tennessee but I’m living in Texas. What do I do now?

SEP: Move with today’s date

$25 Amazon

500

My birthday is February 29, when will my plan start?

What is February 1st  $25 Amazon

500

The consumer has Medicare and Medicaid and is interested in enrolling into UHC Dual HMO Plan which Carrier Portal do I go to validate the consumer Medicaid level?

What is UHC Jarvis 

500

Customer enrolled in Medicare Part B in the General Medicare Enrollment Period Between January 1 - March 31, what is the coverage start date?

What is July 1st effective

$25 Amazon!

500

The consumer did not make a plan change during the MA-OEP, but is interesting in changing their current MAPD plan, the consumer is not eligible for LIS, Medicaid, SPAP, what election period can the agent use to enroll the consumer (State specific)

What is FEMA website - DST

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