Appointments
We understand that the way you conduct business and interact with your clients may have changed over the past few years. That’s why UPMC for Life has expanded the tools and resources available to our agents. Take advantage of these tools to grow your business.
Appointment checklists
Keep these documents handy when preparing for an upcoming appointment.
Virtual appointment tools
Can’t meet with your clients in person? No worries. We have everything you need to keep your business going.
- Scope of Appointment (SOA) form
- Electronic Scope of Appointment (SOA) user guide
- Call recording, telephonic Scope of Appointment (SOA) and enrollment flier
Additional materials
The 2024 stars rating talking points can help explain our most recent awards and what they mean for our members.