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Tools and resources

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

2021 Broker Handbook

The Broker Handbook contains updated information on our 2021 UPMC for Life plans, extra benefits, and newly added virtual tools to help you grow your business. View the 2021 Broker Handbook.

Marketing Express user guide

Learn how to use the Marketing Express platform, which allows you to personalize your marketing materials. View the Marketing Express user guide.

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