Resources for Insurance Agents

November 19th, 2024

3 min read

5:16

Helpful Resources to Help Grow Your Insurance Practice

As an insurance agent, navigating the complexities of the industry can feel overwhelming at times. Between staying compliant, generating leads, marketing effectively, and closing sales, it can seem like you’re wearing all the hats in your business. That’s where having a trusted partner makes all the difference.

At PSM, we pride ourselves on equipping independent insurance agents with the tools, resources, and support needed to thrive. Whether you’re a seasoned agent or just starting out, here’s why partnering with PSM is a game-changer for your business.

Comprehensive Product Portfolio

A diverse portfolio is essential for agents who want to meet their clients' evolving needs. PSM offers a robust selection of Medicare, ACA, life insurance, and annuity products, giving you access to some of the top carriers in the industry. This ensures you have the right solutions to match every client’s situation.

"With PSM's extensive carrier relationships, I never worry about finding the right product for my clients. It’s all at my fingertips." – PSM Agent

Cutting-Edge Marketing Resources

In today’s competitive landscape, effective marketing is non-negotiable. That’s why we created the PSM Marketing Hub, a free service for our agents that offers:

Customizable Flyers: Tailored materials to reflect your agency’s brand.
Social Media Graphics: Eye-catching posts to engage your audience online.
Email Campaigns: Professionally crafted templates to nurture leads.
Compliance-Approved Content: Materials you can trust to follow regulations.

By taking the guesswork out of marketing, PSM allows you to focus on what you do best—building relationships and closing sales.

Industry-Leading Training and Education

Insurance is an ever-evolving industry, and staying ahead requires constant learning.

PSM offers:

Webinars and Workshops: Covering everything from compliance updates to lead conversion strategies.
On-Demand Resources: Access guides, eBooks, and FAQs tailored to your needs.
Personalized Coaching: Work one-on-one with our experienced marketers to refine your approach and grow your book of business.

Stat: According to a 2023 report, 83% of insurance agents who participate in ongoing training programs see a 25% increase in sales within a year.

State-of-the-Art Technology Solutions

Time is money, and technology can help you save both. PSM provides tools like:

Quoting Software: Simplify the process of finding and comparing plans for your clients.
Online Enrollment: Expedite enrollment and reduce errors.
CRM Tools: Manage client relationships, track leads, and stay organized.

These tools ensure you’re not just working harder—but smarter.

Unparalleled Back-Office Support

Insurance agents should spend their time selling, not buried in paperwork. PSM’s dedicated back-office team handles administrative tasks like:

Contracting and Licensing: Streamline your setup with carriers.
Commissions Assistance: Ensure you’re paid accurately and on time.
Client Support: We’re here to help with escalations or resolving issues with carriers.

"The PSM back-office team is like having a personal assistant for my business. They handle the logistics so I can focus on selling." – PSM Agent

Lead Generation Assistance

Leads are the lifeblood of your business, and PSM offers:

Compliant Lead Programs: Access vetted lead sources that adhere to industry standards.
Marketing Campaigns: Launch email or direct mail campaigns to attract prospects.
Retail Opportunities: Participate in retail marketing programs to meet potential clients face-to-face.

Compliance Support

Staying compliant is one of the biggest challenges insurance agents face. PSM provides:

Compliance Resources: Guides, webinars, and updates on CMS regulations.
Marketing Reviews: Ensure your materials meet carrier and regulatory standards.
Agent Support Line: Get quick answers to your compliance-related questions.

Dedicated Partner Support

We believe no agent should feel like they’re going it alone. That’s why every PSM agent has access to a dedicated marketer who serves as your go-to resource for questions, strategy sessions, and problem-solving. Whether you need help with contracting, plan recommendations, or marketing ideas, we’re just a phone call away.

"Having a dedicated account manager at PSM makes all the difference. They’re invested in my success and always go the extra mile." – PSM Agent

Community and Networking

At PSM, we understand the value of community. By partnering with us, you’ll join a network of like-minded agents who share insights, tips, and success stories. Collaboration fosters growth, and our agent network is here to support and inspire you.

Our Commitment

At PSM Brokerage, our mission is simple: to empower independent insurance agents with the resources, tools, and support they need to succeed. From marketing materials and compliance assistance to training and technology, we’re committed to being the foundation upon which you build your business.