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Tools and resources

This page will connect you to important resources, marketing tools, and user guides.

2022 5-Star Marketing

Social Media Ads

There are four options for social media posts that you can use to self-generate leads. Each ad includes a text blurb and image that can easily be posted to your social media platforms. Update any text in <carets> with your own information. Save the corresponding image as a JPEG file and upload it with the text. All images can be downloaded in the Social Media Ads gallery or by selecting the download options on each image below.

  1. Social Media Ad #1 ― There’s still time
    • Download Social Media Ad Option #1 image.
    • Copy and paste: There's still time to switch to a better medicare plan. My goal as a licensed broker agent is to find the best plan that works for your health care needs and budget. To learn more about how you can switch to a UPMC for Life plan, contact <me/us> at <412-555-5555> or <UPMCbroker@gmail.com>. You can also visit <https://www.painsuranceservices.com/> to learn more.
  2. Social Media Ad #2 ― Simply the best
    • Download Social Media Ad #2 Option image.
    • Copy and paste: Because we earned an excellent 5 out of 5-star rating, you can still get a better Medicare plan! Want to learn how you can still switch to a UPMC for Life plan? Contact <me/us> at <412-555-5555> or <UPMCbroker@gmail.com>. You can also visit <https://www.painsuranceservices.com/> to learn more.
  3. Social Media Ad #3 ― Enroll today
    • Download Social Media Ad #3 Option image.
    • Copy and paste: Your health is your number one priority. So why choose a second place Medicare plan? Want to learn how you can still switch to a UPMC for Life plan? Contact <me/us> at <412-555-5555"> or <UPMCbroker@gmail.com>. You can also visit <https://www.painsuranceservices.com/> to learn more.
  4. Social Media Ad #3 ― Better Medicare plan
    • Download Social Media Ad #4 Option image.
    • Copy and paste: Did you know that you can still switch to a UPMC for Life plan? You still have time to change your Medicare coverage for 2022. Contact <me/us> at <412-555-5555> or <UPMCbroker@gmail.com>. You can also visit <https://www.painsuranceservices.com/> to learn more.

Digital Ads

Use the following to place your own digital ads wherever you’d like! All images can be downloaded in the Digital Ads gallery or by using the download options below. Remember, some digital ads need to be personalized with your information using the Converge platform.

  • Simply the best―This digital ad is static and cannot be personalized. It speaks to our 2022 5-Star rating from Medicare. Download Simply THE BEST digital ad image.
  • You can still switch!―This digital ad can be personalized with your name, headshot image, phone number, and email address using the Converge platform. Go to the personalized marketing materials page, add your information, then request a digital download.

Web banner

Add this banner to your website to promote our 2022 5-Star rating from Medicare. Download the web banner here, or use the download function below.

Personalized self-mailers

From now through 2022, you can place an order for printed copies of your personalized 5-star SEP self-mailer FOR FREE! Just log into the Converge site and find the 5-Star SEP self-mailer on the personalized marketing materials page. Customize the piece with your information and headshot image, then place your order. Please note: Payment is required for all other orders of printed personalized materials. Digital downloads are available, free of charge.

Retention letter

This letter speaks to what UPMC for Life’s 5-star rating means for them as our member. It also reassures them that you, their broker agent, can be a trusted resource. Simply copy and paste the text from the attachment and update anything in with your own information. You can then print and mail to your current clients. Download the retention letter.

2022 Broker Handbook

The Broker Handbook contains updated information on our 2022 UPMC for Life plans, extra benefits, and newly added virtual tools to help you grow your business. View the 2022 Broker Handbook.

Converge user guide

Learn how to use the Converge site, which allows you to order enrollment kits, Summary of Benefits, presentation materials, and more. View the Converge user guide.

UPMC for Life Additional Documents & Forms

Access important plan documents, prescription drug coverage information, and more. View Additional Documents & Forms.

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.

Broker systems

Sales tools

Medicare resources