if you want to remove an article from website contact us from top.

    if a beneficiary requests to discuss other products not originally documented on the soa, you must document a second soa for the additional product type before the appointment may continue.

    James

    Guys, does anyone know the answer?

    get if a beneficiary requests to discuss other products not originally documented on the soa, you must document a second soa for the additional product type before the appointment may continue. from EN Bilgi.

    Aetna Individual Core Certification Flashcards

    Study with Quizlet and memorize flashcards terms like What reports are available on Aetna's Producer World? A) Your Medicare book of business B) Month/YTD/Prior year commission report C) Licensing reports D) A and B E) All of the above, You will need to successfully complete which requirements to have "ready-to-sell" status with Aetna Medicare? A) The Aetna Individual Medicare certification process for the products you intend to sell B) Have an active contract through the Medicare Producer Contracting site C) Be licensed and appointed in accordance with state law in states where you intend to sell D) Pass a background investigation E) All of the above, Any voluntary disenrollment occurring within three months of the membership effective date is considered a rapid disenrollment, and will result in a chargeback of the full commission paid. True or False and more.

    Aetna Individual Core Certification

    4.9 41 Reviews

    What reports are available on Aetna's Producer World?

    A) Your Medicare book of business

    B) Month/YTD/Prior year commission report

    C) Licensing reports

    D) A and B E) All of the above

    Click card to see definition 👆

    E) All of the above

    Click again to see term 👆

    You will need to successfully complete which requirements to have "ready-to-sell" status with Aetna Medicare?

    A) The Aetna Individual Medicare certification process for the products you intend to sell

    B) Have an active contract through the Medicare Producer Contracting site

    C) Be licensed and appointed in accordance with state law in states where you intend to sell

    D) Pass a background investigation

    E) All of the above

    Click card to see definition 👆

    E) All of the above

    Click again to see term 👆

    1/25 Created by StrayD117

    Terms in this set (25)

    What reports are available on Aetna's Producer World?

    A) Your Medicare book of business

    B) Month/YTD/Prior year commission report

    C) Licensing reports

    D) A and B E) All of the above E) All of the above

    You will need to successfully complete which requirements to have "ready-to-sell" status with Aetna Medicare?

    A) The Aetna Individual Medicare certification process for the products you intend to sell

    B) Have an active contract through the Medicare Producer Contracting site

    C) Be licensed and appointed in accordance with state law in states where you intend to sell

    D) Pass a background investigation

    E) All of the above E) All of the above

    Any voluntary disenrollment occurring within three months of the membership effective date is considered a rapid disenrollment, and will result in a chargeback of the full commission paid.

    True or False True

    To report compliance or fraud, waste, and abuse concerns to Aetna you should:

    A) Make an anonymous call to Ethics Line

    B) Visit Ethics Line on the web

    C) Fax the information

    D) Email Medicare Compliance

    E) A, B and D E) A, B and D

    Agent Oversight routinely monitors agent performance against CMS and internal standards. We monitor:

    A) Cancellation and rapid disenrollment rates

    B) Enrollment application turnaround time

    C) Scope of Appointment forms

    D) Third party secret shopper surveillance program of formal and informal marketing/sales events

    E) Complaints and marketing incidents

    F) Marketing/sales seminar reporting, cancellations and updates

    G) All of the above G) All of the above

    Our agent oversight team will implement corrective action when there are CMS infractions and prohibited tactics. Disciplinary or corrective action may include:

    A) Focused training or monitoring sessions

    B) Verbal or written warnings

    C) Full re-training and re-testing

    D) Placement on an agent "watch list"

    E) Suspension or probationary period

    F) Contract termination, with or without cause

    G) All of the above G) All of the above

    Failure to respond within the required timeframe to Aetna or CMS requests for information may result in suspension or termination of an agent, broker or producer's ability to market, sell and receive commissions.

    True or False True

    You can receive commission for any sale that results from an unreported marketing/sales event.

    True or False False

    A prohibited marketing event is:

    A) Conducting health screenings that give the impression of "cherry picking"

    B) Requiring beneficiaries to provide contact information as a prerequisite for attending an event

    C) Asking a beneficiary for a referral

    D) Using superlative language such as "the best", "one of the best" or "rated number 1" unless substantiated by data provided by CMS

    E) Claiming you are recommended or endorsed by CMS

    F) All of the above F) All of the above

    How long are you required to maintain Scope of Appointment documentation?

    A) 2 years B) 5 years C) 10 years D) Forever C) 10 years

    If a beneficiary requests to discuss other products not originally documented on the SOA, you must document a second SOA for the additional product type, and then the appointment may continue.

    True or False True

    When obtaining a Scope of Appointment, you may NOT:

    A) Discuss plan options not agreed to by the beneficiary

    B) Ask for referrals

    C) Market non-health care products such as annuities or life insurance

    D) All of the above D) All of the above

    The Permission-to-Contact form is used by Aetna sales representatives and external agents to contact beneficiaries, and must be completed prior to conducting an outbound call to a Medicare prospect.

    True or False True

    The Permission-to-Contact form is required when a prospect calls in to RSVP for a meeting.

    True or False False

    You may not contact your own clients by telephone and plans may not contact current members by telephone at any time to discuss plan business.

    True or False False

    Producers may only use the CMS and Aetna-approved marketing materials that have been created by our marketing team, approved by us and filed with CMS by us when discussing Aetna or Coventry Individual Medicare plans.

    Source : quizlet.com

    Scope of Appointment: What You Need to Know

    Securing Scope of Appointment (SOA) forms before client meetings is a must. But the details can get murky. Excelsior answers frequently asked SOA questions.

    What You Should Know About Scope of Appointment

    Print October 22, 2019 Blog

    Throughout each Annual Enrollment Period, Scope of Appointment (SOA) forms are a must-have before your meetings with beneficiaries. Below, I’ve broken down a few frequently asked questions about SOA forms.

    Do I need to have an SOA for sales meetings that discuss plan benefits?

    Absolutely. Completing a SOA is a CMS requirement for any appointment that might discuss Medicare Advantage or Prescription Drug Plans (PDPs). Prior to an appointment, the topics to be discussed are agreed upon between the agent and the beneficiary; they are documented by a signed SOA form. There are no exceptions.

    Can I have the prospect complete an SOA form at the beginning of an individual sales appointment?

    Per CMS guidelines, the SOA should be gathered prior to the appointment. Having the prospect sign an SOA form at the beginning of the appointment should not be a common occurrence; agents who do this may face disciplinary action. If an SOA cannot be completed prior to any meeting between an agent and beneficiary, the reason why must be documented once the SOA form is signed.

    Are prospects who attend a sales seminar required to complete an SOA form?

    No. Prospects who have RSVP’d are not required to fill out an SOA form. In general, sales presentations to groups of beneficiaries do not require documentation of beneficiary agreement because they are group sales events—not personal or individual events. Also, the range of products to be discussed would have been indicated on all event advertising materials. If you want to bring SOA forms to marketing events, CMS allows beneficiaries to fill them out for future appointments.

    Do I have to wait 48 hours for another appointment to discuss a different Medicare Advantage product type with a prospect?

    No. The 48-hour cooling off period is for discussing non-health-related products such as annuities and life insurance. However, prior to discussing a different Medicare Advantage product type during the same appointment, you must have the prospect complete a new SOA documenting his or her agreement to discussing a different product.

    Do I need to have prospects complete an SOA form to discuss Medicare Supplement plans?

    It’s not required for prospects to complete a Scope of Appointment form if they only want to talk about Medicare Supplement plans or other health-related lines of business. But prior to the appointment, it’s recommended that you have prospects fill out an SOA with the intent to also discuss drug coverage. This will give you the opportunity to present prescription drug plan options.

    Are walk-ins to my office required to complete an SOA form?

    Yes. Prospective walk-ins who do not have a preset appointment must document the SOA prior to beginning the meeting. You must notate this on the SOA.

    If unexpected prospects are present for my properly solicited appointment, are they required to sign an SOA form?

    Yes. If—and when—agents encounter unexpected prospect(s) who are present for a properly solicited and documented individual appointment, the additional prospect(s) must document the SOA prior to the beginning of the appointment. CMS views this as a beneficiary-initiated contact.

    What If I have a canceled appointment or a no-show?

    You must still have a completed Scope of Appointment on file for any meeting that might discuss MA or PDP plans, even if your prospect cancels the appointment, doesn’t show up, or the appointment doesn’t result in a sale.

    Can I give SOA forms to providers to hand out in their office?

    No. Providers must remain neutral in enrollment decisions and are prohibited from offering SOA forms or steering prospects toward any plan(s).

    Do I need to submit completed SOA forms to CMS or my insurance agency?

    If a request for a completed SOA is made by CMS, your insurance agency, or Field Marketing Organization (FMO), you have within 48 hours of the request to submit the completed SOA.

    Are there storage and retention requirements for SOA forms?

    Yes. You must retain and store all completed Scope of Appointment forms, including any SOA for no-show, canceled, rescheduled appointments, and those that didn’t result in an enrollment. CMS requires that you:

    Ensure all SOA forms are made available upon request for a minimum of 10 years.

    Ensure SOA forms are stored securely because they contain Personally Identifiable Information (PII).

    Can I store Scope of Appointment forms electronically?

    Yes. If you choose to store forms electronically, make sure all paper copies are disposed of compliantly. Any electronic storage system that contains SOA forms must be secure and encrypted. If you have a security breach, you must report it to your insurance agency or FMO promptly.

    Medicare has neither reviewed nor endorsed this information.

    Note: For the most current information, see the CMS Medicare Marketing Guidelines.

    EXCL000280

    References

    Source : www.excelsiorinsurance.com

    Do you want to see answer or more ?
    James 3 month ago
    4

    Guys, does anyone know the answer?

    Click For Answer