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Aetna Individual Core Certification Mastery Test

Business Nov 3, 2025
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Aetna Individual Core Certification Mastery Test

What report(s) are available on Aetna Producer World? - ✔✔All of the above

You will need to successfully complete which requirements to be Ready to Sell (RTS) with Aetna Medicare? - ✔✔All of the above

Any voluntary disenrollment occurring within three (3) months of the membership effective date is considered a rapid disenrollment and will result in a chargeback of the full commission paid. - ✔✔True

To report compliance or fraud, waste, and abuse concerns to Aetna you should: - ✔✔A, B, and D

Agent Oversight routinely monitors agent performance against CMS and internal

standards. We monitor: - ✔✔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: - ✔✔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

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

A prohibited marketing activity is: - ✔✔All of the above

How long are you required to maintain Scope of Appointment (SOA) documentation? - ✔✔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 before the appointment may continue. - ✔✔True

When obtaining a Scope of Appointment, you may NOT: - ✔✔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

If a prospect calls to RSVP for a meeting, a Permission to Contact form is not required for that meeting but would be required for a representative to place a follow-up call to a meeting attendee. - ✔✔True

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. - ✔✔False

Producers may only use 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 Individual Medicare plans. - ✔✔True

Every time you meet with beneficiaries to discuss MA/MAPD Products, you must be Ready to Sell (RTS), use the appropriate CMS-approved consumer sales presentation from beginning to end, read the presentation notes or talking points, and, if/when you use the MA/MAPD sales video, it should be in conjunction with the approved sales presentation. - ✔✔True

To order enrollment kits for Aetna Medicare products, you must be Ready to Sell (RTS) and access Aetna branded kits through a single point of entry, using your NPN to log in.

  • ✔✔True

Annual Election Period is from: - ✔✔October 15 - December 7

A signed Medicare enrollment application must reach us within two (2) calendar days of when you receive it from the beneficiary. - ✔✔True

Aetna Medicare enrollment options include mail, e-mail, over the phone, or through the online Ascend Virtual Sales Office app. - ✔✔True

It's not necessary to verify that the consumer has Medicare Parts A and B at the time of enrollment. - ✔✔False

You are prohibited from soliciting referral clients through cold calling, door-to-door visits, or other actions prohibited under state or federal law. - ✔✔True

Following enrollment, the client will hear from us within approximately 14 days of his/her acceptance into the plan. - ✔✔True

You must direct all requests to cancel, withdraw, or terminate enrollment applications to the same location where the application was originally submitted or call the Member Services number on the member ID card. - ✔✔True

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Aetna Individual Core Certification Mastery Test What report(s) are available on Aetna Producer World? - ✔✔All of the above You will need to successfully complete which requirements to be Ready...