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Appointments

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

Additional materials

Use the maximum out-of-pocket (MOOP) talking points as a guide when speaking about the increased MOOP with your clients.