UPMC for Life Broker Training Site
On behalf of the Broker Manager Team, we want to thank you for your continued hard work and support of UPMC for Life! This Broker Training Site is dedicated to helping our trusted agents, like you. Our goal is to provide you with the tools and support you need to grow your business.
And stay tuned! We will continue to add up-to-date information, materials, and trainings.
And stay tuned! We will continue to add up-to-date information, materials, and trainings.
Evolve training
Complete the self-paced training for our new CRM system, Evolve.
View Evolve trainingSales tools
Find assistance with lead management, client appointments, and enrollment―all in one place.View broker sales tools
Quick links
Have access to the tools you need to enroll your clients in one of your UPMC for Life plans, including how the enrollment process works.View helpful links
Submit your feedback
The broker training site was made with your needs in mind. If you’d like us to include additional resources, think something isn’t working, or want to share what’s worked for you, we’d love to hear about it!