UPMC For Life: Free tools and resources just for you!

As we approach the halfway point of AEP, it’s essential to keep the momentum going! Now is the perfect time to use the sales tools and resources available to you. Each year, UPMC for Life is committed to providing you the support you need to grow your business. Be sure to take advantage of all the free resources listed below!

Broker Training Site

A one-stop shop designed explicitly for broker agents that includes sales and marketing tools, resources, trainings, and more. Explore the new AEP email/letter templates and social posts, located under the Sales Tools tab on the broker training site:

• 2025 AEP Acquisition template
• Appointment thank you template
• Current client acquisition template
• Member loyalty retention template
• Trying to reach you template

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Digital Enrollment Kits

Don’t forget that digital enrollment kits are easily available to you! Just go to the public website on the Upcoming Meetings page and scroll down to find the county you are looking for. These flipping books can be viewed online and include everything in the full enrollment kit plus the Plan Compare Guide (where applicable). You can send these links to your clients to view, download, or print.

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Broker Resource Center

This knowledgeable team is dedicated to supporting you when you’re in the field and need answers and information quickly. To learn more about the Broker Resource Center’s current services, click here.

You can also call them at 1-855-289-3197 (TTY: 711):

Oct. 1 – March 31 seven days a week from 8 a.m. to 8 p.m.

April 1 – Sept. 30 Monday through Friday from 8 a.m. to 8 p.m. and Saturday from 9 a.m. to 3 p.m.

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Cavulus

This customer relationship management (CRM) system is customized specifically for UPMC for Life sales. Cavulus allows you to get leads from your broker manager, manage your prospects, and submit enrollments electronically.

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