What must Bob do to perform medical utilization review services as a health insurance agent?

To perform medical utilization review services as a health insurance agent, obtaining a certificate as a utilization review agent is essential. This certification typically signifies that the individual has received specialized training in the principles and processes of utilization review, which includes assessing the appropriateness and necessity of medical services and procedures.

Such certification helps ensure that the agent is well-versed in the standards required for effective utilization review, including understanding medical necessity criteria, evaluating treatment plans, and applying guidelines to real-world scenarios. This specialized knowledge is necessary for agents who aim to support their clients efficiently while also adhering to regulatory and ethical standards in healthcare.

While other actions, such as taking continuing education courses or applying for a new insurance license, may be beneficial or required in other contexts, they are not specific to the function of conducting medical utilization reviews. Therefore, obtaining this certificate is the most direct and relevant requirement for performing these services.