Screens
Guaranteed Acceptance
Pre-Work
Plan Rates and Discounts
Incompletes
100

On what screen in AE do you update member demographic information, if necessary, before manually keying in CI?

What is EPDM.

100

True or False: Medicare Supplement applicants qualify for Guaranteed Acceptance when they are in their OEP and/or meet GI criteria because of loss of coverage. 

What is True.

100

Which screen do you note all the pend errors?

What is EPER.

100

Is there a difference between a plan rate and a premium?

What is yes. Plan rate is the initial rate that an applicant will pay for their plan before discounts are applied. Premiums represent the amount that a member will actually pay each month.

100

Member is missing the Medical Release Form on their application. The member signed the application 09/04/2026 for a 10/01/2026 effective date. What is the member’s grace period end date?

What is 10/19/2026. 

200

What information are you verifying on the EPBR screen?

What is the Member Group/BSN.

200

True or False: The best time to purchase a Medigap policy is the year before the beneficiary turns 65.

What is False. The best time to purchase a Medigap policy is during the six-month period that begins on the first day of the month in which the beneficiary is 65 or older and enrolled in Part B. 

200

Which information are you validating in MARx?

What is Name, Medicare ID, Date of birth, Gender, Part A and B dates. 



200

What are premium rates for supplement plans based on?

What is Issue-age, Attained age and Community Rated.

200

The member is missing their Part B date in MARx. The member signed their application 08/25/2026. The member’s Part A date is 07/01/2026 and the member’s requested effective date is 09/01/2026. What is the member’s 45-day grace period?

What is 10/09/2026.

300

What does a red Social Security Number on PAPI mean?

What is it is locked. 

300

Does a CA applicant qualify for guaranteed issue due to termination of primary employer retirement plan?

What is yes. 

300

What letter code do you send in EMME if there is a date of death listed in MARx?

What is MS0004.

300

What discounts are offered with Med Supp Premiums?

What is ACH, Online, Household, Enhanced Household, Early Enrollment, and Online.

300

What is the appropriate letter code in EMME for an Incomplete Disenrollment letter due to written request received but not signed by member or POA? 

What is MS0089. 

400

What screen displays agent and emergency contact information?

What is PAIE.

400

A member's MedSupp insurance company notified them that they are going bankrupt and ending coverage. What proof is required for them to qualify for guaranteed issue?

What is an ID Card from bankrupt carrier or communication from carrier advising that coverage was ending due to bankruptcy. 

400

Which two tools can you utilize to determine if the member is eligible for the plan?

What is Med Supp Master Grid and Medicare Supplement Customer Number Grid.

400

If an Arizona member is eligible for the Early Enrollment discount, they get to keep that discount as long as they are enrolled in a Med Supp plan. True or False?

False. The discount diminishes 3% annually on the member’s Part B entitlement date at the time of renewal through age 76.

400

What is the appropriate letter code in EMME for an Upfront Denial due to Member not eligible to enroll in plan.

MS004.

500

How is a pend error deleted?

What is AE-EPEN Screen-Shift+F5.

500

True or False: Vermont automatically guarantees acceptance.

What is True.

500

Which field in CRM do you enter the grace period date?

What is the Follow Up Due Date field. 

500

Which discount DOES NOT appear in the CI MEDS screen?

What is the ACH discount. It appears in the Billing System.

500

Member did not respond within 45 days of signature date. What is the appropriate letter code to send in EMME for Denial?

What is MS0002.