
Compliance Quiz
Authored by Carolina Maria Reyes
Other
Professional Development
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8 questions
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1.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
Which of the following information is required in a valid consent form?
Client name, Agent name, Agency or AOR's name, a clear description of the consent's scope, duration, and methods for revocation.
Client name, Agency name, estimated client savings, and agent commission percentage.
Agent name, Agency contact details, and a disclaimer of agent liability.
Client name, general description of insurance types offered, and agent's business address.
2.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
In which of the following scenarios is it mandatory to initiate a three-way call with the Marketplace?
When assisting an eligible client who does not have a Social Security Number (SSN).
When the client is interested in switching to a different insurance plan mid-year.
When the client wants information on general Marketplace guidelines.
When the client has questions about their annual premium amount.
3.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What significant change is occurring in the Marketplace in December?
New insurance plans will be added exclusively for high-income clients.
Marketplace premiums will be reduced for all plan categories.
The enrollment period will extend by an additional three months.
Agents will be permitted to enroll clients without a Social Security Number (SSN).
4.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
If an agent obtains consent to enroll a client who is currently assigned to another Agent of Record (AOR), what steps should the agent take?
Contact the previous AOR to request approval for the AOR change before proceeding with enrollment.
Start the application, then provide the client with a resume link to complete the application and make the AOR change effective.
Complete the application on behalf of the client to finalize the AOR transfer immediately.
Instruct the client to contact the Marketplace directly to initiate the AOR change and confirm enrollment.
5.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
An agent calls asking if they can enroll a client who recently crossed the border. What is the appropriate advice to give?
They should verify the client is truly eligible.
They should enroll them with a 3-way call.
The agent must wait until the client has established a permanent address before enrolling.
Enrollment is restricted to clients with at least two years of U.S. residency.
6.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
An agent mentions they are sending a gift to every person who purchases a policy through them. What advice should you provide?
Remind them that gifts should not be tied to the sale and that they may offer incentives to existing clients but should not link gifts to new sales.
Approve the practice as long as the gifts are under a specific dollar limit.
Suggest that they only send gifts to clients who purchase high-value policies.
Encourage them to offer larger gifts to attract more new clients for higher sales numbers.
7.
OPEN ENDED QUESTION
3 mins • 1 pt
Whats the meaning of CSR?
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