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
    • Download social media post.
    • Copy and paste:

      Is there a better Medicare plan for you? UPMC for Life provides plans that offer financial protection, easy access to care from doctors you trust, and quality care you can count on.

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

      Y0069_251198_C

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.

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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