How to order supplies
Make sure to utilize the new Converge system for packet ordering. Learn more about accessing the Converge platform.
You can also use the Marketing Express site, which provides additional sales materials, such as brochures, postcards, etc.
- To log in, go to the broker marketing portal.
- Your username is the email address on file.
- Your password is UPMCBrokerAgent123.
- You’ll be prompted to change your password after your initial login.
How to Download Forms
Make sure to utilize the new Converge system for packet ordering. Learn more about accessing the Converge platform.
- Visit www.upmchealthplan.com/medicare/documents-and-forms.
- Choose the plan year.
- Choose the plan document type.
- Choose your state.
- Choose your county.
- Documents and forms can be downloaded
- Fax: 412-454-7520
Broker Portal
Agents will receive an email with a link to account.evolvenxt.com with instructions on creating or accessing their account. All onboarding and certification processes will be completed here.
Cavulus is the Customer Relationship Management (CRM) software system (CRM) customized specifically for UPMC for Life Medicare sales. Customized CRM systems can be very expensive.Appointed UPMC for Life agents who participate in the training are given access to this resource free of charge. You’ll be able to manage and track your UPMC for Life book of business, upload applications online, manage and set your upcoming appointment/outreach calendars, and have one-click access to plan benefit resources. Plus, UPMC for Life Broker Managers often reward producing agents with leads, but can only do so for those agents who have taken the Cavulus training and are logging in regularly. Get trained and check out all the resources at your fingertips!
After you complete the training, someone will reach out to you with your login information. Please note this process can take up to 72 hours.
Watch the Cavulus webinar https://www.brainshark.com/upmchp/UPMCCavulusTraining/zC8z153GZVz0z0
Must be able to access Cavulus frequently to retrieve leads and update leads within 72 hours.
Must place your broker code at the top of applications.
© 2025 Attain Insurance Services Inc., dba CareFree Insurance Services. All information provided on this website is for agent use only and not intended for public distribution.