Build a trusted insurance portfolio that sets you apart
Offering the right insurance options ensures clients have the coverage they need for unforeseen expenses, providing them with peace of mind and financial security they deserve.
We understand that having the right product mix is essential to your success
- Expert Guidance: Begin with a product portfolio review so we can help you navigate the complexities of product selection, empowering you to make informed decisions.
- Tailored Solutions: Access a diverse range of products designed to meet the unique needs of your clients, ensuring you can provide the best options for everyone.
- Increased Confidence: Build trust with your clients by offering a well-rounded portfolio that addresses their specific needs and concerns, leading to stronger relationships and more referrals.
Build a diverse portfolio with trusted carriers, and provide complete coverage to your clients
With a thoughtful approach, you not only solve more of your clients problems but also position yourself as a trusted advisor, strengthening your client relationships and adding lasting value.
3 simple steps to success
It all begins with a portfolio review. Let PSM help you build the perfect product mix tailored to your unique needs.
Schedule a Portfolio Review
Let a knowledgeable marketer help you decide what you need based on your business needs.
Build Your Portfolio
Select the right mix of insurance plans to create a well rounded portfolio to fully cover your clients.
Serve Your Clients Better
With the right mix of products your ready to offer your clients complete peace of mind.
Hear from Agents
“PSM is my trusted source for product recommendations, tools, and support. They quickly help me find the right solutions for my clients and the most efficient platforms for selling.”
Mark Thursk, Agency Owner and PSM Partner
Expand your brand with customized marketing solutions
The Marketing Hub offers customized, compliant marketing materials tailored to your needs. Our in-house design team helps you boost client acquisition and retention, all while saving you time and money.
FAQ's From Agents Like You
If you have more questions we’d love to hear from you
Do I have to place all of my contracts with Precision Senior Marketing?
No, we contract with independent agents and you are free to place as few or as many of your contracts with PSM Brokerage as you want.
Am I giving up any commission by contracting with PSM Brokerage?
No, due to our size we hold the highest contracts available nationwide. You make the same or more working with us than you would if you contracted directly with the carrier.
Does it cost anything to work with PSM Brokerage?
No. Some of the carriers do charge state appointment fees for resident and/or non-resident state appointments but PSM does not charge anything. The carriers pay us when you submit business.
What if I am already contacted with one or more of these carriers?
That’s not a problem. Most carriers have multiple transfer options available now. Give us a call and we’ll help walk you through the process.
Do you provide training or mentorship to help me understand these products better?
Yes, we offer comprehensive training and one-on-one mentorship to ensure you fully understand the products and succeed in selling them.
Are there any tools available to help me compare plans for clients quickly?
Yes, we provide user-friendly tools that allow you to compare plans quickly and efficiently for your clients.
Empower your agency with knowledge and insights
Keep up with relevant topics in the insurance industry and get reminders on everything you need for enrollment periods, certifications, and everything in-between.