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UnitedHealthcare Medicare Advantage Marketing and Sales Event Guidelines, Study Guides, Projects, Research of Business Systems

A comprehensive guide to conducting marketing and sales events for unitedhealthcare medicare advantage plans. It outlines key compliance rules, regulations, and best practices for agents and representatives. Various aspects of event planning, including event types, advertising, reporting, and accessibility requirements. It also addresses permissible giveaways, event cancellation procedures, and the importance of adhering to the americans with disabilities act (ada).

Typology: Study Guides, Projects, Research

2023/2024

Available from 11/01/2024

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UHC QUESTIONS WITH 100% ACCURATE ANSWERS 2023-2024
1. Which of the following rules does not apply to agents staffing a UnitedHealthcare
MedicareStore? - ANS-Educational event rules
2. Which of the following activities conducted at a marketing/sales event is not compliant? - ANS-
The agent displayed materials for non-health related products
3. Which of the following is a purpose of conducting event observation and oversight? - ANS-To
ensure consumers receive accurate and compliant information from agents.
4. Agent Santana has developed a relationship with Dr. Westberry, a Primary Care Physician
contracted with several Medicare Advantage Plans. Dr. Westberry is asked to attend a formal
marketing/sales event conducted by Agent Santana. Which of Dr. Westberry's actions is non-
compliant? - ANS-Offers blood pressure screenings as consumers wait for the event to begin
5. At an informal marketing/sales event, which of the following activities is not permitted? - ANS-
Approaching consumers as they pass by your booth/kiosk/table
6. Which of the following is not required when conducting a marketing/sales event? - ANS-
Providing refreshments and giveaways
7. Paul is setting up a marketing/sales event at a community center where he is going to discuss
UnitedHealthcare Medicare Advantage plans. He has placed a UnitedHealthcare logo pen ($3
value), Clarity Guide, and an Enrollment Guide at each seat. What, if anything, has Paul done
wrong? - ANS-Paul has done nothing wrong. The giveaway is under the $15 nominal value and
he is providing approved marketing and plan-specific material.
8. Janine is conducting a marketing/sales event in a senior center cafeteria. The cafeteria generally
provides a dinner meal from 5pm to 6pm. Can Janine conduct her marketing/sales meeting in
the cafeteria between 5pm and 6pm? - ANS-No, she can conduct an event that ends no later
than 5pm or wait until after 6pm.
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UHC QUESTIONS WITH 100% ACCURATE ANSWERS 2023- 2024

  1. Which of the following rules does not apply to agents staffing a UnitedHealthcare MedicareStore? - ANS-Educational event rules
  2. Which of the following activities conducted at a marketing/sales event is not compliant? - ANS- The agent displayed materials for non-health related products
  3. Which of the following is a purpose of conducting event observation and oversight? - ANS-To ensure consumers receive accurate and compliant information from agents.
  4. Agent Santana has developed a relationship with Dr. Westberry, a Primary Care Physician contracted with several Medicare Advantage Plans. Dr. Westberry is asked to attend a formal marketing/sales event conducted by Agent Santana. Which of Dr. Westberry's actions is non- compliant? - ANS-Offers blood pressure screenings as consumers wait for the event to begin
  5. At an informal marketing/sales event, which of the following activities is not permitted? - ANS- Approaching consumers as they pass by your booth/kiosk/table
  6. Which of the following is not required when conducting a marketing/sales event? - ANS- Providing refreshments and giveaways
  7. Paul is setting up a marketing/sales event at a community center where he is going to discuss UnitedHealthcare Medicare Advantage plans. He has placed a UnitedHealthcare logo pen ($ value), Clarity Guide, and an Enrollment Guide at each seat. What, if anything, has Paul done wrong? - ANS-Paul has done nothing wrong. The giveaway is under the $15 nominal value and he is providing approved marketing and plan-specific material.
  8. Janine is conducting a marketing/sales event in a senior center cafeteria. The cafeteria generally provides a dinner meal from 5pm to 6pm. Can Janine conduct her marketing/sales meeting in the cafeteria between 5pm and 6pm? - ANS-No, she can conduct an event that ends no later than 5pm or wait until after 6pm.
  1. Agent John Rogers is planning a formal marketing/sales event and has decided to place an advertisement in the local paper. What disclaimers must John include in the advertisement? - ANS-THIS IS NOT THE ANSWER:
  2. For accommodation of persons with special needs at sales meetings, call 555-555-1234, TTY 711. and "Attend with no obligation to enroll."
  3. Which of the following individuals is permitted to present a short introductory presentation of educational content at the beginning of an informal marketing/sales event? - ANS-A licensed agent, a non-licensed plan representative, a provider
  4. Which of the following giveaways is not permitted at an educational event (assume nominal retail value rule is met)? - ANS-Gift card to local movie theater
  5. Which of the following materials may be displayed, distributed, or provided to consumers attending an educational event? - ANS-Agent business cards and lead cards
  6. Jessica just submitted a CANCEL Event Request Form to cancel an event she is scheduled to conduct three weeks from today. The only advertising she has done is to post a flyer at the event venue. Select the cancellation procedure she does not need to follow. - ANS-Be at the venue at the time the event had been scheduled to start and remain there for 30 minutes in case any consumer arrives.
  7. To ensure an event is canceled in UnitedHealthcare's event reporting application by the reporting deadline, what is the last recommended date for submitting a CANCEL Event Request Form? - ANS-Submit the CANCEL Event Request Form no later than 6 business days before the event
  8. According to UnitedHealthcare policy, when must a marketing/sales event be reported to UnitedHealthcare? - ANS-Prior to advertising and not less than 7 calendar days prior to the event
  1. Roger is conducting an educational event and has asked a couple of providers to be present at his booth. The hearing aid representative has general information on hearing loss, business cards and logo coffee mugs (worth $8). Has the hearing aid representative followed all required guidelines? - ANS-No, he can provide general information and his contact information, but is not permitted to offer giveaways.
  2. For accommodation of persons with special needs call 555-555-1234 tty 711 is an example of this disclaimer that must appear in advertising for what type of event - ANS-formal and informal marketing/sales
  3. Which of the following food options may be provided at a marketing/sales event if the nominal retail value of the items when combined with other giveaways does not exceed $15 per person?
    • ANS-Coffee and pastries