Evolve training

Couldn’t attend the recent CRM training? No worries! Click the link below to complete the self-paced training for our new CRM, Evolve. This training will show you how to log into the system, manage your leads, access reporting, and more.

Evolve CRM Broker Agent Training 
Password: UPMC2025

Medicare basics

The Medicare 101 Booklet (PDF) includes health care vocabulary, explains the four parts of Medicare, enrollment periods, and more.

Sales training

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

• Making the most of your opportunities
• The UPMC experience
• How to attract leads
• Closing the sale
• It’s not over ’til it’s over