< Agent Blog

UPMC Personalized Marketing Materials

October 6, 2021

Your UPMC for Life plan materials ordering site, Converge, will now allow you to customize marketing materials! Similar to the previous platform, Marketing Express, you can personalize fliers and self-mailers with your headshot image, name, and contact information. Now they've made it even easier to create personalized materials and print them too!

Here are some helpful tips:

  • From the Browse Products dropdown on the Converge home screen, select Broker Marketing Materials. From there, you can navigate to fliers and self-mailers.
  • Make sure to double check the applicable counties of each piece before distribution. For example, some WPA personalized marketing materials only apply to beneficiaries in select WPA counties, and not all.
  • The new platform allows you to order printed copies that will ship directly to you. You can no longer download the finished piece and print on your own.
  • When filling out your information, the material will automatically update, but be patient! The image takes a few moments to update.
  • Select the quantity you would like to order in the upper right-hand dropdown box in the editing screen.
  • Always double check the information you filled out before submitting your order.
  • When you’re ready to checkout, you will be asked to provide payment information.
  • Please note: You are only responsible for the payment of the personalized marketing pieces. You will not be charged for any of the other products on the Converge site.

Stay tuned! A user guide for ordering personalized materials will be available on the Broker Training site shortly.

To get started, log into the Converge site.

View Details >View Details >

Questions? Call us at 855-888-8326.

Don't have a MedicareValue page yet?

Get Your FREE Site >

Posts you may be interested in...

Read More

Clover: Understanding CAHPS (Consumer Assessment of Healthcare Providers and Systems)

March 22, 2023
Agent Blog Icon - Indicates this is a blog article.

One of the most valuable ratings Clover can get is out of the CAHPS (Consumer Assessment of Healthcare Providers and Systems) survey sent by CMS each year.

Read More

Cigna: Check in with your customers

March 21, 2023
Agent Blog Icon - Indicates this is a blog article.

Tips for your 60-day check-in with your new customers.

Read More

Don't have time to call? Use GTL's Text-to-Chat feature

March 21, 2023
Agent Blog Icon - Indicates this is a blog article.

Do you have questions or requests for GTL's Sales Support team and don't have time to call?

Read More

SureBridge Brand change coming soon

March 21, 2023
Agent Blog Icon - Indicates this is a blog article.

Acquired in 2019 by the UnitedHealthcare company, The Chesapeake Life Insurance Company is now officially welcomed into the UnitedHealthcare brand family

Read More

UnitedHealthcare: LEAN* mobile app enhancements

March 21, 2023
Agent Blog Icon - Indicates this is a blog article.

For LEAN training resources please visit Jarvis > Knowledge Center > Learning Lab > Content Library > LEAN > Additional References.

Read More

Reminder of Cigna's Guidance Regarding Enrollment Applications

March 21, 2023
Agent Blog Icon - Indicates this is a blog article.

Guidance on submitting paper enrollment applications to Cigna

Who we are & what we do.

Choosing an FMO to work with is not just about having access to top insurance products and commissions, it’s about finding a one-on-one agent service that is prepared to meet your needs.  

Get to know us, and see how we can help you take your business to the next level.

Learn More

Helpful Links

New Here?

We love meeting new people! Fill out the form below, and one of our sales directors will get in touch with you shortly.

Thank you! Your form has been received!
Oops! Something went wrong while submitting the form