PDP Tool
PEGA CASES
FUNDING
RANDOM!
Scheduled Appointments
100

where can the participant go to update their prescriptions and take advantage of this tool? 

my.viabenefits.com/client or if they do not have access to online with you as well

100

What does ISC stand for?

Incorrectly Submitted Cases!

100

How many business days does it take for a participant to receive a check? 

10!

100

which state is known as the Empire State? 

New York State

100

How many minutes is it recommended for the participant to call in before the scheduled appointment? 

15 minutes, to secure the account and be then transferred to a Benefit Advisor. 

200

What has to be read VERBATIM before updating prescriptions for the participant? 

THE MIR STATEMENT! 

200

This participant called in just to see what their balance was, what case would you use for this call? 

Balance Questions

200

Which tab in the SSC can you find forms to send out to the participant? 

FUNDING AMOUNTS

200

Which country consumes the most chocolate

Switzerland! 

200

If the participant is contacted but wants to reschedule an appointment do we need to read the Scope of Appointment again? 

yes, the verbatim scripting names a specific date, so when capturing the Scope of Appointment you must sat the correct date for them.

300

True or False if the participant has a MAPD plan we read them the inbound / outbound script? 

FALSE!

300
This participant called in and needed a reimbursement request form sent to them. which PEGA case would you choose? 

Obtaining Request Forms Case!

300

What are two ways a participant can set up direct deposit? 

Either online or a direct deposit form!

300

What two colors are the cat's hat in "the cat in the hat?" 

red and white!

300

True or False an ARPI can complete a scheduled appointment for a participant as long as they're a full ARPI

false only the participant or a POA on file can complete a scheduled appointment

400

When can participants use their prescription coverage checkup tool to compare their current plan to the new Part D plans? 

STARTING OCTOBER 15TH 2020!

400

A participant calls in about their not approved expense, info source tells you to send this to the funding team. what case would you choose? 

denied reimbursement case!

400

Which expense requires the Social Security Awards Letter? 

Medicare Part B!

400

In a website browser address bar, what does “www” stand for?

World wide web!

400

When a participant calls in for their scheduled appointment, after securing the call what is the next important thing to verify before transferring to a BA? 

Their Home Address!

500

What should you do just before securing the call? 

REMIND THE PARTICIPANT THIS CALL MAY BE RECORDED!

500

If you have to create a record for a participant what should you do for a case in PEGA? 

First click participant not found and then chose cid not found, then after creating the profile click attach participant! 

500

what are the big 5 required for supporting documentation.

  • Name of Insured
  • Name of Carrier
  • Date of Coverage
  • Type of Coverage
  • Premium Amount
500

Complete this quote from Mushu in Mulan: "Dishonor on you, dishonor on your ____"

COW!

500

True or False, If a participant answers the phone after missing a scheduled appointment we should secure the call and transfer to a BA immediately.


false, we should secure the call and advise them to call back to complete their appointment as outbound calls may effect the quoting tools used by BA's?