Leads management

Knowing how to work your leads is half the battle! This page will provide you with tool to help you engage with your clients.

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General

Self-generated marketing

Social media posts

Below are the 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. Generic post – Life and budget
    • 23MC4054070_Broker Generic Social Ad.jpg
    • Download social media post.
    • Copy and paste:

      Interested in finding a Medicare Advantage plan that works for you, your health needs, and your budget? UPMC for Life offers affordable high-quality plans designed to help you live healthier every day with improved coverage options and enhanced extra benefits.

      Contact <me/us> at <412-555-5555>(TTY:711) or <UPMCbroker@gmail.com>. You can also visit <LetsTalkMedicare.com> to learn more.

      We do not offer every plan available in your area. Currently we represent <XX> organizations, which offer <XX> products in your area. Please contact medicare.gov, 1-800-MEDICARE, or your local state health insurance program to get information on all of your options.

      UPMC for Life has a contract with Medicare to provide HMO, HMO SNP, and PPO plans. The HMO SNP plans have a contract with the PA State Medical Assistance program. Enrollment in UPMC for Life depends on contract renewal. UPMC for Life is a product of and operated by UPMC Health Plan Inc., UPMC Health Network Inc., UPMC Health Benefits Inc., and UPMC Health Coverage Inc.

      Y0069_241403_M

  2. Best PPO plan ever
    • 23MC4053916_Broker Best PPO Plan Social Ad.jpg
    • Download social media post.
    • Copy and paste:

      UPMC for Life is offering its BEST PPO plans EVER starting at $0 per month with low costs for in- and out-of-network care! 2024 plan options also include a $0 copay for Tier 1 and Tier 2 prescriptions at preferred pharmacies and extra benefits like dental care, contacts or glasses, hearing aids, and FREE gym memberships.

      Plus, you can choose a plan with the UPMC for Life Flex Spend Card! This card gives you additional dollars to spend however you like on over-the-counter (OTC) health care products and dental, vision, and hearing services. New for 2024! Now you can use your card for medical service costs, including doctor’s office copays!

      Contact <me/us> at <412-555-5555>(TTY:711) or <UPMCbroker@gmail.com>. You can also visit <LetsTalkMedicare.com> to learn more.

      We do not offer every plan available in your area. Currently we represent <XX> organizations, which offer <XX> products in your area. Please contact medicare.gov, 1-800-MEDICARE, or your local state health insurance program to get information on all of your options.

      Out-of-network/Noncontracted providers are under no obligation to treat UPMC for Life members, except in emergency situations. Please call our customer service number or see your Evidence of Coverage for more information, including the cost sharing that applies to out-of-network services.

      UPMC for Life has a contract with Medicare to provide HMO, HMO SNP, and PPO plans. The HMO SNP plans have a contract with the PA State Medical Assistance program. Enrollment in UPMC for Life depends on contract renewal. UPMC for Life is a product of and operated by UPMC Health Plan Inc., UPMC Health Network Inc., UPMC Health Benefits Inc., and UPMC Health Coverage Inc.

      Y0069_241400_M

  3. Prescription drug coverage
    • 23MC4053850_Broker Drug Coverage Social Ad.jpg
    • Download social media post.
    • Copy and paste:

      UPMC for Life offers ways to get the prescriptions you need at a low cost with $0 copay for Tier 1 and Tier 2 prescriptions at preferred pharmacies. Plus, it’s easy to fill your prescriptions with 65,000 participating pharmacies, including mail order.

      Contact <me/us> at <412-555-5555>(TTY:711) or <UPMCbroker@gmail.com>. You can also visit <LetsTalkMedicare.com> to learn more.

      We do not offer every plan available in your area. Currently we represent <XX> organizations, which offer <XX> products in your area. Please contact medicare.gov, 1-800-MEDICARE, or your local state health insurance program to get information on all of your options.

      UPMC for Life has a contract with Medicare to provide HMO, HMO SNP, and PPO plans. The HMO SNP plans have a contract with the PA State Medical Assistance program. Enrollment in UPMC for Life depends on contract renewal. UPMC for Life is a product of and operated by UPMC Health Plan Inc., UPMC Health Network Inc., UPMC Health Benefits Inc., and UPMC Health Coverage Inc.

      Y0069_241401_M

  4. Flex Spend Card
    • 23MC4054018_Broker Flex Spend Card Social Ad.jpg
    • Download social media post.
    • Copy and paste:

      Enjoy more freedom with the UPMC for Life Flex Spend Card! You can select a plan with a UPMC for Life Flex Spend Card that gives you $1,000 additional dollars to spend however you like on over-the-counter (OTC) products and dental, vision, and hearing services. NEW for 2024! Now you can use your card for medical service costs, including doctor’s office copays!

      Contact <me/us> at <412-555-5555>(TTY:711) or <UPMCbroker@gmail.com>. You can also visit <LetsTalkMedicare.com> to learn more.

      We do not offer every plan available in your area. Currently we represent <XX> organizations, which offer <XX> products in your area. Please contact medicare.gov, 1-800-MEDICARE, or your local state health insurance program to get information on all of your options.

      UPMC for Life has a contract with Medicare to provide HMO, HMO SNP, and PPO plans. The HMO SNP plans have a contract with the PA State Medical Assistance program. Enrollment in UPMC for Life depends on contract renewal. UPMC for Life is a product of and operated by UPMC Health Plan Inc., UPMC Health Network Inc., UPMC Health Benefits Inc., and UPMC Health Coverage Inc.

      Y0069_241402_M

  5. Veterans
    • 2024-generic-social-ad-1.jpeg
    • Download social media post.
    • Copy and paste:

      Attention veterans! UPMC for Life’s PPO Salute (PPO) plan is a Medicare Advantage plan that works well for those with TRICARE For Life or CHAMPVA. This plan offers a $0 monthly premium, $75 back in your monthly Social Security check (that’s $900 a year), and rich extra benefits that Original Medicare does not offer!

      Choose a plan that honors you and the sacrifices you made for our country! Contact <me/us> at <412-555-5555> or <UPMCbroker@gmail.com>. You can also visit <LetsTalkMedicare.com> to learn more.

      We do not offer every plan available in your area. Currently we represent <XX> organizations, which offer <XX> products in your area. Please contact medicare.gov, 1-800-MEDICARE, or your local state health insurance program to get information on all of your options.

      Out-of-network/Noncontracted providers are under no obligation to treat UPMC for Life members, except in emergency situations. Please call our customer service number or see your Evidence of Coverage for more information, including the cost sharing that applies to out-of-network services.

      UPMC for Life has a contract with Medicare to provide HMO, HMO SNP, and PPO plans. The HMO SNP plans have a contract with the PA State Medical Assistance program. Enrollment in UPMC for Life depends on contract renewal. UPMC for Life is a product of and operated by UPMC Health Plan Inc., UPMC Health Network Inc., UPMC Health Benefits Inc., and UPMC Health Coverage Inc.

      Y0069_241334_M

Web banner

Add this banner to your website to promote our affordable, high-quality coverage.

Email/letter communication

The following templates allows you to personally engage with prospects and gives them a high-level view of what UPMC for Life can offer them in 2024. Simply copy and paste the text from the attachment and update everything in yellow with your own information. From there, you can email or print and mail to your clients.

5-star SEP template

Appointment thank you template

Current client acquisition template

Trying to reach you template

Personalized self-mailers and fliers

Just log into the Marketing Storefront site and find new self-mailers and fliers on the personalized marketing materials page. Customize the piece with your information and headshot image, then place your order or request a digital download, free of charge.

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Leads management

The Leads Management Guide includes tips on how to engage with your leads and leave effective voice messages.

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Sales trainings

Discover Medicare-specific strategies to generate leads, gain loyalty with prospects, and increase sales.

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