U65 Intakes
Medicare Intakes
Problem Solving
General Knowledge
Pop Quiz
100

Where do you go to create a new person? 

Accounts - New - Person Accounts 

100

What is the initial meeting for Medicare called? 

Medicare 101

100

What is the process when a client states they have a new address? 

Notate old address, gather new address, update address with carrier(s) 
100

What is our office phone number? 

706-257-5073

100

What document do we need to have on file to discuss coverage with a different person than the insured? 

Power of Attorney 

200

What is something that is gathered in Important Notes

Current Coverage :

Interested in :

Coverage for   

2025 Income: 

Medicaid, Tricare, or extra help:

2025 Marketplace Carrier list: 

2025 eCAF: 


200

What is the timeframe for enrolling in Medicare? 

3 months before birth month, birth month, and 3 months after

(50 points extra if they state the 60 days to enroll in Drug plan) 

200

A client needs to reschedule. What steps need to be taken. 

(this is in good timing - not last minute) 

- Locate meeting on calendar

- find a time to reschedule to 

- Notate in Calendar meeting 

- Update in SF 

- Create note in SF 

- Resend consult confirmation 

200

What needs to be listed on ALL scheduled consults? 

(3 Answers Needed) 

Phone Number, location, agent, agent name, discussion topic, who scheduled & date 

200

When building clients in client files, do you put the preferred name in parentheses or legal name? 

Preferred Name 

300

What are the consult fee's for out of state? 

- INDV: $100

- Family: $250 (2+)

300

If someone is not on employer coverage and needs to enroll in Medicare - What can you send them to get started? 

(50 bonus points if you can list what is on it) 

How to Enroll in Medicare email 

- Apply online 

- Call 

- In office (Social Security Office) 

300

If a client states they have a question about what they paid, what 2 documents will we need to assist? 

Bill and Explanation of Benefits 

300

What are all the states Michelle is Licensed in? 

MC CANNOT ANSWER 

GA, AL, FL, NC, SC, TX, TN, MI, WI

300

What is the levitate text number? 

706-890-0781

400

What is now required for any state to get insurance for U65 at the moment with no SEP? 

Loss of Coverage Letter 

400
What documents/items need to be gathered before a medicare meeting

- Current Coverage Cards 

- Medicare ID Copy 

- Consult Fee 

- Signed SOA 

400

What do you do when a client states the doctor is stating their coverage is inactive? 

-Verify coverage with them (SF)

- Log into carrier portal 

- verify status 

- Send over ID card if active / call carrier if not active or cannot locate

400

What does a person in the delinquency tab on Ambetter mean? 

They have not paid their premium in over 60 days

400

If someone aged off their parents plan 2.5 months ago, does it still qualify as SEP? 

No - it is 60 days from birthday for SEP 

500

What folder mapping can you Locate Marketplace Carrier Templates? 

Forms And Documents > Templates > Email Templates > Admin Templates > Marketplace Carrier Lists 

500

What is needed for prescriptions when put in system? 

Name, dosage, Form (tab/cap), quantity, refill time 

- Will take packaging as well if given


500

If someone needs to cancel their dental coverage, what will we need and what will it need to have with/on it? 

An email requestion cancelation and it will need name(s) and termination date requested. 

500

When building a policy for U65 FAMILY, what do you need to make sure you do on the policy (regarding family members)? 

Add them to the policy participants as active

500

What is our fax #? 

706-568-9979