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We’re excited to support your Medicare sales success

At PSM Brokerage, we are committed to helping agents like you thrive in the Medicare market. Whether you're just starting or looking to expand your portfolio, we have the tools, resources, and support to help you succeed.

Medicare Agent Resources

Medicare Market by the Numbers

The Medicare market continues to expand rapidly, offering significant opportunities for insurance agents to grow their businesses. Here are three compelling stats that showcase the growth of the Medicare market and why it’s a thriving space for agents:

Thrive in the Growing Medicare Market!

As of 2024, more than 65 million Americans are enrolled in Medicare, with that number projected to grow significantly as the baby boomer generation continues to age into eligibility. This unprecedented growth underscores Medicare's vital role in providing comprehensive health coverage for seniors and individuals with disabilities, offering them peace of mind and access to essential care.

This expanding Medicare market presents extraordinary opportunities for insurance agents to make a meaningful impact while growing their business. Are you ready to serve this thriving demographic and take your career to new heights? Partner with PSM Brokerage for the expertise, tools, and resources you need to succeed.

As a trusted FMO, we empower agents with more than just plans:

  • Comprehensive Medicare Products: Stand out with competitive Medicare Advantage, Medicare Supplement, and Part D options.
  • Cross-Selling Opportunities: Boost your earnings with ancillary offerings like dental, vision, and hospital indemnity plans.
  • Dedicated Agent Support: From compliance guidance to personal coaching, we’re with you every step of the way.
  • Enrollment Technology: Streamline your sales process with innovative platforms like Sunfire and HealthSherpa.

Take the next step today! Explore our Medicare resources or connect with our team for personalized assistance. Together, we’ll help you thrive in the dynamic Medicare market.

 

Enroll Clients Faster

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SunFire simplifies the enrollment process, improves the quality of submissions, and offers agents numerous opportunities to connect with a broader audience.

  Start each Medicare quote with the big picture - SunFire’s quoting tools help you get accurate, holistic customer data quickly.

  Customer Lookups - Verify eligibility and enrollment history with real-time CMS lookup.

  Needs Assessment - Guided workflow captures health and coverage history, helping you identify the best-suited plans.

  Shop by Doctor - Easily locate high performing providers that are in-network and provide best-in-class care

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Trusted Carrier Partnerships


Having the right portfolio is essential when selling Medicare plans because it allows you to cater to a wide range of client needs and preferences. A diverse portfolio enables you to offer multiple plan options that fit various budgets and coverage needs, including options with different premium levels, deductibles, and networks.

Moreover, a well-rounded Medicare portfolio helps you stay competitive in the market, positioning you as a trusted advisor capable of matching each client with a tailored, valuable solution that meets their unique circumstances.

ESSENTIAL DOWNLOADS

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.

Benefits of Selling Medicare Plans


Medicare Plans offer agents a unique opportunity to grow your business and provide valuable healthcare solutions. Here are some of the key benefits of selling Medicare Supplement, Medicare Advantage and Part D Prescription Plans:

Explosive Market Growth

Recurring Residual Income

Diverse Product Portfolio

High Client Retention

Year-Round Opportunities

Cross-Selling Potential

Recession-Proof Industry

Make a Real Difference

Here to support you, every step of the way

At PSM Brokerage, we provide agents with the tools, training, and support needed to succeed in the Medicare market. From quoting platforms to marketing resources, we’ve got you covered.

Contact us today to learn how we can help you build a thriving Medicare business!

*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.