At PSM Brokerage, we are more than just a resource for insurance agents—we’re your partner in success. With a diverse product portfolio and a suite of powerful agent programs and services, we provide everything you need to grow your business, serve your clients, and reach your goals. Here’s how our Product Portfolio and Agent Programs and Services Guide can help you thrive.
Insurance is not a one-size-fits-all industry, and neither are your clients’ needs. That’s why PSM Brokerage offers a comprehensive Product Portfolio to the agents we serve. This document provides an overview of all the carriers we offer, organized by product line. Whether your clients are looking for Medicare plans, life insurance, annuities, or ancillary products like dental and vision coverage, you’ll find the tools you need to meet their needs.
Why a Robust Product Portfolio Matters:
Diverse Carrier Options: Access a robust lineup of top-tier carriers to provide clients with the best solutions.
Streamlined Planning: Quickly identify the right products for your clients with an easy-to-navigate resource.
Stay Competitive: Broaden your offerings and expand into new markets with confidence.
This tool is your go-to resource for ensuring you have the right products at your fingertips to provide exceptional service.
We’re committed to helping you grow your business with innovative programs and services that set you apart. Our Agent Programs and Services Guide outlines the many ways we support your success, including:
Streamline your Medicare quoting and enrollment process with SunFire and HealthSherpa. These platforms provide:
Side-by-Side Comparisons: Compare Medicare Advantage, Medicare Supplement, and Part D plans with ease.
Enrollment Tools: Quickly and efficiently enroll clients while ensuring compliance.
Client Management: Keep track of client plans and history to simplify renewals and cross-selling opportunities.
Efficiency: Save time with user-friendly interfaces that make quoting and enrollment seamless
Generating leads is key to growing your business, and LeadStar makes it simple. This program provides you with:
Targeted Marketing Campaigns: Reach potential clients effectively.
Customizable Tools: Tailor your campaigns to suit your unique business goals.
Lead Nurturing: Turn cold leads into warm prospects with proven strategies.
Simplify your business operations with AgencyBloc, a cutting-edge CRM platform designed for insurance agents. Features include:
Client Management Tools: Keep track of policies, renewals, and client communications.
Automation: Save time with automated workflows and reminders.
Analytics: Make data-driven decisions to grow your business.
Build a professional online presence with ease. Agent Methods offers:
Website Design: Create a sleek, user-friendly website tailored for insurance agents.
Content Marketing: Engage your audience with high-quality blog posts, articles, and more.
Lead Capture: Turn your website into a lead-generation machine.
Marketing can feel overwhelming, but the PSM Marketing Hub simplifies it all. This all-in-one platform gives you:
Customizable Marketing Materials: Access templates for flyers, emails, and social media posts.
Social Media Support: Boost your online presence with ready-to-use graphics and captions.
Event Planning Tools: Host successful Medicare seminars and local events with step-by-step guides.
We are here to help you grow, thrive, and make a difference in your clients’ lives. These resources are just the beginning of what we offer to support your success.
Contact us now to learn how PSM Brokerage can take your business to new heights!