New UPMC CRM is launching soon!

We all know that the world of Medicare is ever-changing, and UPMC for Life understands how important technology is to help us succeed now and in the future. That is why they are excited to announce the rollout of their new CRM, Evolve, launching on Monday, Aug. 4!

Evolve will allow users to seamlessly transition their current business and include updated features like:

• Access to tools and resources you use every day within one system
• A streamlined online enrollment process
• Personalized lead nurturing email touchpoints

What’s next?

• You should continue using the current CRM system as normal.
• Be on the lookout! A training invitation will be sent out shortly. You will be required to attend training to access the new system. There will be multiple times available to choose from.
• More updates will be released as we get closer to the launch. In the meantime, please reach out to your broker manager if you have any questions.

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