Test your knowledge

AARP

100

What is the system a SSR is NOT to use to obtain information for a Medicare Supplement?

MARx

200

Is a replacement notice needed for every Medicare Supplication application?

• No – only if the client is replacing a Med Supp or MA plan
• Sometimes if the client is replacing an Employer plan, Enrollments will require a Replacement Notice – so if it is reflected as a pending reason, it must be provided

BONUS: What state requires a RN if the client is replacing any covers including employer?

• 
  

300

Is a state legal form needed for every state?

No – Only needed in OH, KY, IL and FL

400

Can a client's signature be reflected as an "X" on the Medicare Supplement Application?

Only if it is notarized

500

Where is an agent able to quote an AARP Medicare Supplement premium?

Jarvis Enroll

Plan Search

Rate Pages/Enrollment Kit

Medicare

100

What is one piece of information that is required on all Medicare Supplement applications?

AARP Number

First and Last Name /  Demographic info

Part A and B dates

200

Can two people who share an AARP Membership Number use the same membership number when submitting a Medicare Supplement application while living at two separate locations?

No

300

Other than Jarvis, where do you look for a pending reason on an application?

In Compas – click the View page – top left corner of the screen

400

What document is used to provide the description/actions needed for a pending reason?

The Streamline document – the Pending Reason tab

500

Where can you see in Compas if the Application has been withdrawn, denied or terminated?

• Terminated will show in the Contact History Notes
• Withdrawn can also be shown in the Contact History Notes
• All three actions will be reflected in the plan summary line
• All three actions will be reflected by clicking on the Action button & View in the plan summary line.

Supplement

100

What is the difference between Standard Rate and Level 1 Rate?

Standard: 

- client has OE/GI/Or did not have any conditions rating them up thru UW

-Enrolling within first 10 years of Part B ED/65th Birthday

Level 1 Rate:

-Enrolling 10 years after of Part B ED/65th Birthday (whichever is later)

200

What is the difference between a "previously eligible" client and a "Newly Eligible" client?

Hint: MACRA

• Previous Eligible – 65 birthday OR Medicare Part A effective date is before 1/1/2020
• Newly Eligible – 65 birthday and Medicare Part A effective date is after 1/1/2020
• Info found in each Producer Handbook in the Guaranteed Issue section

300

What is the difference between UHIC and UHICA plans?

• The UHIC plans offer the Wellness Discounts and the UHICA plans don’t 
• Discounts vary between the plans

BONUS: One state has UHICA that offers Wellness. What state?

400

Is there a difference between the household discount and Multi-insured discount?

If yes - what is the difference?

MID-2 members with AARP Med Supp plans living in the same household and using the same AARP membership number

HH – one member with an AARP Med Supp plan living in a household with someone who is also an AARP membership holder – UHICA states ONLY!

500

What is the name of the section in a Compas household where we are able to view notes from Enrollment/Underwriting?

Contact History Notes

Refresher

100

Outside of the Agent Forms, what are the other option(s) agents have to update information for active members?

• There are also Service Request forms found in Jarvis in the App Status area and the Book of Business area – the SERVICE REQUEST forms are the PREFERRED method that agents should use. The Service Request forms are reflected in PCH within 10-20 minutes if not sooner; whereas the Agent Forms can take up to 72 hours to be reflected in PCH.

• The agent can also call the Agent side of Member Services using the PHD phone number and IVR of 5,2,2 for address updates, claims information

200

Why should an agent use a Producer Handbook?

• It’s the guide agents use to submit applications
• Has the most up to date information on assisting an agent with the Med Supp application
• We’re not to memorize anything as each state has their own specific nuances – too much information to memorize

300

What are the options a client has to obtain or renew an AARP Member Number?

• Call into AARP
• Mail
• Website
• Jarvis Enroll

BONUS: Is an agent allowed to purchase the AARP membership for a client?

400

If a client moves to a new state, do they need to reapply and submit a new application for the new state?

No - only if they want to change their plan.

500

Can a member switch anytime to a new Med Supp Plan?

Yes but they may go thru UW if no OE or GI