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UPMC for Life Broker Trainings



2021 Product Training

All UPMC for Life broker agents must complete the 2021 Product Training module and pass the Product Quiz by Monday, September 21. You will have three attempts to pass the quiz with a score of 85 percent or higher.

Product Training Product Quiz

Take a sneak peek at our 2021 Medicare Advantage plans!

We’re excited to share these plan highlights and our new virtual sales tools with you. UPMC for Life is dedicated to partnering with you to help you successfully grow your business this AEP. That’s why we’re also looking at how we can best engage with you and your clients while physically distancing and keeping our senior population safe.

2021 Plan Preview

2021 Kick-off Meetings and Seminar Presenter Trainings

Join one of our upcoming Kick-off and seminar presenter meetings—either virtually or in person. All agents are encouraged to attend a Kick-off meeting; seminar presenters are encouraged to attend a seminar presenter training as well. RSVP with your broker manager.

2021 Meetings

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1. In-person meetings

North Central PA

Kick-off meeting
  • Date/Time: Thursday, September 17, at 10 a.m.
  • Location: Genetti Hotel, 200 W. 4th St., Williamsport, PA, 17701
Seminar presenter meeting
  • Date/Time: Thursday, September 17, at 1 p.m.
  • Location: Genetti Hotel, 200 W. 4th St., Williamsport, PA, 17701

South Central PA

Kick-off meeting
  • Date/Time: Wednesday, September 16, at 10 a.m.
  • Location: The Central Hotel, 800 E. Park Dr., Harrisburg, PA, 17111
Seminar presenter meeting
  • Date/Time: Wednesday, September 16, at 12:30 p.m.
  • Location: The Central Hotel, 800 E. Park Dr., Harrisburg, PA, 17111

2. Virtual meetings

Western PA

1. Kick-off meeting
  • Date/Time: Tuesday, September 15, at 10 a.m.
  • Online access: September 15 Kick-off meeting, passcode: KICKOFF2020
  • Phone access: Call 1-844-621-3956, passcode: 160 609 5856
2. Seminar presenter meeting
3. Kick-off meeting
  • Date/Time: Thursday, September 24, at 10 a.m.
  • Online access: September 24 Kick-off meeting, passcode: KICKOFF2020
  • Phone access: Call 1-844-621-3956, passcode: 160 768 2227
4. Seminar presenter meeting

Erie, PA

1. Kick-off meeting
  • Date/Time: Tuesday, September 22, at 10 a.m.
  • Online access: September 22 Kick-off meeting, passcode: KICKOFF2020
  • Phone access: Call 1-844-621-3956, passcode: 160 963 5233

Johnstown, PA

1. Kick-off meeting
  • Date/Time: Wednesday, September 23, at 10 a.m.
  • Online access: September 23 Kick-off meeting, passcode: KICKOFF2020
  • Phone access: Call 1-844-621-3956, passcode: 160 403 2905

Training Modules

To access the trainings that are applicable to your area, first scroll down to the type of training, then click on your region to view all training modules offered. You can view the training modules at any time. Broker agents are encouraged to complete all training modules.

If you have any questions, please contact your broker manager.

1. Lock-in training – Just because AEP is over, that doesn’t mean the selling stops! Explore new techniques for working your age-in leads and learn how UPMC for Life benefits work for our members.

  • The UPMC for Life experience: This webinar will help you to better understand the UPMC for Life value proposition and what kind of experience members can expect when they choose UPMC for Life.
  • Plan spotlights: This webinar provides details on some of the most popular plans UPMC for Life has to offer, and what makes them so competitive.
  • Extra benefits and services: This webinar focuses on the extra benefits that set UPMC for Life apart, and illustrates how we are continually working to enhance the member experience.
  • Online search tools: Learn how to check in-network doctors and covered drugs with the UPMC for Life provider and formulary search tools.
  • Enrollment period training: Increase sales during lock-in season by becoming more familiar with all the different opportunities to enroll.

2. Dual SNP training – This covers everything you need to know about our UPMC for Life Dual plan, including our Community HealthChoices partnership and how you can receive an additional $50 payment for every new Dual SNP member.

3. Cavulus training – Learn how to input your leads, schedule callbacks, order sales materials for your leads, make important notes, and track your sales.

4. Electronic Scope of Appointment (SOA) and Enrollment Forms – This training module shows you how to access and send the electronic SOA and enrollment forms directly to your clients from Cavulus.

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

  • Making the most of your opportunities: Learn effective ways to prospect and self-generate leads in the Medicare Advantage market.
  • Medicare Advantage versus Medigap training: This webinar highlights the differences between a Medicare Advantage plan and a Medigap plan. It includes tips on how to identify cost saving solutions for beneficiaries who choose a UPMC for Life Medicare Advantage plan.

View the training modules for your area by training type:

Expand All Collapse All

1. Lock-in Training

North Central PA

South Central PA

Southeastern PA

Click on each link to view the training module:

UPMC for Life experience

Online search tools

Enrollment periods

Western PA

2. Dual SNP Training

North Central PA

South Central PA

Southeastern PA

Western PA

3. Cavulus

View Cavulus training

4. Electronic SOA and Enrollment Forms

View Electronic SOA and Enrollment Forms training.

5. Sales Training

View Making the Most of Your Opportunities training

View MA vs. Medigap training

If you have any questions, please contact your broker manager.

Broker Manager Email/Phone
Amy Gralewski
Sr. Broker Manager, Pittsburgh
gralaj@upmc.edu
412-454-2964
Mike Kirkwood
Broker Manager, Pittsburgh
kirkwoodme@upmc.edu
412-454-8549
Caty Pasqualini
Broker Manager, Pittsburgh
pasqualinic@upmc.edu
412-454-6111
Tessa Rado
Broker Manager, Pittsburgh
radot@upmc.edu
412-402-3601
Ronald Wright
Broker Manager, Pittsburgh
wrightr8@upmc.edu
412-402-3900
William Reichert
Broker Manager, Erie
reichertwg@upmc.edu
814-746-1566
Roger Williams
Broker Manager, Johnstown
williamsr2@upmc.edu
814-262-1061
Robin Recchione
Broker Manager, South Central PA
recchioner@upmc.edu
717-216-3051
Louis Johnson
Broker Manager, North Central PA
johnsonl34@upmc.edu
570-337-3847
Renee Williams
Manager, Medicare Brokerage Sales East
williamsrt3@upmc.edu
215-341-9846
This information is not a complete description of benefits. Call 1-866-400-5077 (TTY: 711) for more information. Out-of-network/non-contracted 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. Other physicians/providers are available in the UPMC for Life network.

This information is available for free in other languages. Please call our customer service number at 1-877-539-3080 (TTY: 711).

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.

Tivity Health and SilverSneakers are registered trademarks or trademarks of Tivity Health, Inc. and/or its subsidiaries and/or affiliates in the USA and/or other countries.

UPMC for Life Members
Call us toll-free: 1-877-539-3080
TTY: 711

Oct. 1 through Mar. 31:
seven days a week from 8 a.m. to 8 p.m.

Apr. 1 through Sept. 30:
Monday through Friday: 8 a.m. to 8 p.m.
Saturday: 8 a.m. to 3 p.m.

UPMC for Life Prospective Members
Call us toll-free: 1-866-400-5077
TTY: 711

Oct. 1 through Dec. 31:
seven days a week from 8 a.m. to 8 p.m.

Jan. 1 through Sept. 30:
Monday through Friday: 8 a.m. to 8 p.m.
Saturday: 9 a.m. to 3 p.m.

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Last Updated: 10/01/2019
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