Product
Supp VS MA
PDP/IRA
Scheduling
Misc
100

This dental product requires you enter the clients SSN?

What is Delta Dental?

100

With this kind of Medicare Plan, beneficiaries can go to any provider that accepts Medicare.

What is a Medicare Supplement Plan?

100
What must you read before discussing a plan that the client is not currently enrolled on?

What is the SOA/TPMO?


Bonus 100 pts what does SOA stand for?

100

This is the title of the individuals on our team who will be conducting MAPD AEP appointments such as Supp to MA or face to face?

Who are the Renewal Advisors? (RA)

100

This is the email address you will send an IT ticket

what is ITHelpdesk@retiremed.com?

200

This is the network for Anthems MAPD Dental Coverage.

What is Liberty Dental?

200
This type of Medicare Plan has added value benefits such as Dental, Vision, and Hearing.

What is a Medicare Advantage Plan?

200

This is the cap on prescription spending for each Medicare member in 2025.

What is $2,000?

200

This is the button you will press in CRM to choose an appointment time.

What is Book?

200

This is where you save documents, so they upload to a clients CRM

What is the R Drive?

300
These are the four Dental options a client has should they call you and ask for a Dental plan (must have all 4).

What is Delta Dental, Ameritas, Anthem Extras, and OSB?

300

On this type of Medicare plan you must go through Medical Underwriting unless you have guaranteed issue.

What is a Medicare Supplement Plan?


Bonus 200 pts: what does guaranteed issue mean?

300

This is the document you are NEVER allowed to send to the client.

What is drug research? (saved from Medicare.gov)

300

These are the states that RetireMed is licensed in (Must have all 5).

What is OH, IN, KY, PA, and FL.

300

This is the button you press to track emails to CRM.

What is Dynamics 365?

400

This is Guaranteed Trust Life Hospital Indemnity.

What is a supplemental product designed to pay or reimburse the member the cost of their copays for inpatient hospital stays.
400

This is what gives the client the opportunity to switch to a Medicare Supplement without going through underwriting.

What is a Trial Right?


Alternatively, Guaranteed Issue

400

This PDP is exiting in 2025

What are the Mutual of Omaha PDPs?

400

On this date we can officially start conducting appointments for the Annual Enrollment Period.

What is October 1st?

400

This is the email address we send emails to clients from.

What is client@retiremed.com?

500

This is the type of plan that gives you money back on your social security

What is a Part B Giveback plan.

500

This is our Supp to MA switch goal.

What is 450?

500

This is the Medicare Prescription Payment Plan.

What is the payment plan that members can opt in to pay their part D medication costs through a monthly invoice?

500

These are the three styles of appointments we offer.

What is Zoom, face to face, and phone

500

This is the Director of the Client Engagement Team.

Who is Jenny Cole.