Appointments

We understand that the way you conduct business and interact with your clients may have changed in 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.

In-person appointment checklist
Virtual appointment checklist

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 2023 stars rating talking points can help explain our most recent awards and what they mean for our members.