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essential tools for agents

Your all-in-one destination for PSM tools and resources

Welcome to your dashboard for success—a comprehensive suite of tools and resources crafted to empower insurance agents. As your dedicated partner, we provide everything you need in one place to help you elevate your business and achieve your goals.

Your all-in-one destination for PSM tools and resources

Platforms For Success

Explore our range of powerful tools below—each designed to support your business growth.
Simply select a tool to access the resources you need.

SunFire

Quoting and enrollment platform for Medicare Advantage and PDP sales.

 Access Sunfire

HealthSherpa

Quoting and enrollment platform for ACA Health Plans sales.

 Access HealthSherpa

AgentXcelerator

Online contracting, CSG quoting tools and additional resources.

 Access AgentX

LeadStar

Real-time exclusive data leads, In-bound, Customer-initiated calls, Warm-transfer calls and Aged data leads.

 Access LeadStar

Medicare Express

Selling in-person? High intent, Pre-qualified, In person sales meetings served on a silver platter.

 Access Medicare Express

Agent Insights

Looking for critical data to grow and expand your business? Agent Insights can help you plot your next move.

 Coming Soon
PSM Marketing hub

Empower Your Marketing

Unlock marketing that’s not just accessible but designed with you in mind. The PSM Marketing Hub provides all the tools and resources you need to capture your audience’s attention, build lasting relationships, and drive meaningful business growth.

Tailored exclusively for PSM Brokerage agents, our suite of marketing solutions empowers you to stand out in the industry and connect with clients like never before. From customizable materials to proven strategies, the Marketing Hub is your gateway to success.

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.

Scope of Appointment

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.

Staying Compliant is Key

Make sure to keep informed about the latest CMS rules and regulations. At PSM, we're here to support you.

View Compliance Updates

Weekly Agent Webinars

Keep yourself updated on the constantly changing world of insurance, regulations, and trends.

View Webinars

AHIP & Carrier Certifications

View current AHIP Medicare training requirements in addition to individual carrier details and instructions.

View Certification Center

Pre-Approved Sales Scripts

Check out our agent guides with compliance approved sample scripts you can put right to use, or customize and make your own. Of course if you make changes, please be sure to run by our compliance team for approval. 

Working Insurance Leads

Selling Medicare Advantage Plans

Selling Medicare Supplements

Selling Final Expense Plans

Cross Marketing Hospital Indemnity

Here Every Step of the Way

PSM is your ultimate destination for a comprehensive array of resources designed to ensure your success. We offer an extensive and impressive portfolio that showcases partnerships with leading companies across various industries, providing you with unparalleled access to top-tier expertise and insights.

In addition, we provide a suite of free enrollment tools that simplify and streamline your processes, making it easier than ever to get started and stay organized. Our cutting-edge technology is specifically engineered to enhance your sales strategies, offering innovative solutions that drive growth and efficiency.

With PSM, you have everything you need to elevate your business to new heights and achieve your goals with confidence.

Have questions? Reach out to us today for expert support

How can we help?

*For agent use only. 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 PSM Brokerage, 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.