AEP
CARRIER
U65/MTM
NATIONAL
INTEGRITY
100

LAST DAY OF AEP

What is December 7th

100

Is Healthsun for FL contracting available?

What is yes

100

When does OEP Begin

What is November 1st

100

When does Ritter Blackout period end?

What is December 31st

100

What is the main platform Integrity provides to agents to use?

What is IntegrityCONNECT
200

Changes made during AEP generally become effective on this date.

 What is January 1?

200

Is the Medicare Plan Finder the best resource to see UHC plan benefits?'

What is is no, the best is if agents verify plan benefits in Jarvis in the Medicare Product Portal because some are incorrect in the medicare plan finder.

200

What is the highest metal level that ACA/U65 plans are categorized as

What is Platinum

200

What do you do if an agent asks to bring on their agency?

Get their information and submit the agency form from the NSR.

200

What is the website an agent uses to access all Integrity tools?

300

This Medicare document lists covered medications under a prescription drug plan.

What is a formulary?

300

What carrier is having issues with network in the Philly market?

What is Jefferson health

300

Name 2 out of 3 products we offer commission advancing on

Med supps, Ancillary Health, Final Expense/Life/Annuity

300

If no one is answering Sales Tech queue, how do you relay an issue an agent is having to them?

What is fill out their form

300

An agent is having issues and cannot hit the apply button on IntegrityCONNECT, what is the first step you should do to verify/help with the issue?

What is check the contract in RAMS.

400

True or False: Medicare beneficiaries can switch from one Medigap plan to another during AEP with guaranteed acceptance.

What is False? (AEP applies to Medicare Advantage and Part D elections; Medigap underwriting rules are separate in most states.)

400

What company has recently been added as a preferred carrier with Integrity?

What is Physicians Mutual

400

What carrier is heavily pushing their Innovative G Plan that starts as a High Deductible G for 3 years then goes to standard G at 35% discounted rate?

What is Physicians Mutual

400

What tool (not form) can we use to go and find where non-commissionable plans are?

What is Deft

400

If a client creates a sign in on PlanEnroll, does that information transfer over to the CRM?

What is yes.

500

This document explains yearly changes to benefits, costs, and coverage for the upcoming plan year.

What is the Annual Notice of Change (ANOC)?

500

Name 2 out of 3 brands fall under Excellus for 2027?

What are Excellus, Univera and CDPHP 

500

What is ICHRA new name

What is CHOICE

500

When are AEP co-op agreements need to be returned by?

What is November 30th

500

It is 12:30 pm on a Friday, an agent has an appointment at 5 pm, he wants to know how he can get help if needed with IntegrityCONNECT, where should you guide him?

What is the Learning tab on the left.