Discover marketing that’s not just accessible but intuitive. With the PSM Marketing Hub, you're equipped with everything you need to capture attention, foster relationships, and grow your business. Exclusively for PSM Brokerage agents, these resources are crafted to help you shine. View Details
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Scope of Appointment
The Scope of Appointment (SOA) process is a crucial aspect of Medicare marketing and sales activities designed to protect the interests of Medicare beneficiaries and ensure compliance with regulations. The SOA process is primarily associated with Medicare Advantage and Medicare Prescription Drug Plans but can also apply to other Medicare-related products.
Client Needs Assessment
A Client Needs Assessment Form allows insurance agents to gather comprehensive information about the client. This information is crucial for guiding clients towards the most suitable plans. With a clear understanding of the client's needs, agents can recommend plans that align with the client's health requirements and preferences.
Unlocking your true potential is our priority, which is why we offer industry-leading agent incentives and exclusive events to reward your hard work and dedication.
Our agent resource guides equip you with the latest industry insights and strategies, while our professionally designed website resources give you a competitive edge in the digital landscape.
Check out our agent guides with sample scripts you can put right to use, or customize and make your own.
Working Insurance Leads - View
Selling Medicare Advantage Plans - View
Cross-Selling Hospital Indemnity - View
Selling Medicare Supplements - View
Selling Final Expense Plans - View
Fixed Annuity Reference Guide - View
PSM is your one-stop-shop for all the resources you need to be successful. From an impressive portfolio featuring top industry companies to free enrollment tools and cutting-edge technology to boost your sales, we have everything you need to supercharge your business.
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*“Not affiliated with the U. S. government or federal Medicare program. This website is designed to provide general information on Insurance products, including Annuities. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that PSMBrokerage, its affiliated companies, and their representatives and employees do not give legal or tax advice. Encourage your clients to consult their tax advisor or attorney.