Ancillary products and resources for insurance agents
Your destination for a wide variety of ancillary products and materials, crafted to provide you with the insights and resources needed to deliver impactful solutions for your clients.
Expand client coverage with valuable ancillary products
Providing supplementary coverage options such as dental, vision, or critical illness insurance can enhance sales and improve client satisfaction by addressing gaps in health coverage.
This approach also helps in building stronger relationships and fostering customer loyalty.
Better Client Retention
With a wider range of products to meet different needs, clients are more likely to stay with you long-term, knowing you can adapt to their changing coverage requirements.
Differentiation From Competitors
Offering a variety of ancillary products sets you apart, positioning you as a one-stop solution for clients' diverse coverage needs, and making you their preferred advisor.
Year-Round Selling Potential
Ancillary products often have less seasonality, allowing you to sell and generate income throughout the year, regardless of traditional enrollment periods.
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Equip yourself with a comprehensive portfolio for every client need
With a thoughtful product portfolio you can establish yourself as a trusted advisor, strengthening your client relationships and adding lasting value.
3 simple steps to success
It all start with a portfolio review. Let PSM guide you in building the ideal mix of products tailored to your business 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
“I’ve been with PSM for about 4 years now. With their selection of products, I can meet almost any client need, from Medicare to life insurance and beyond. Their marketing resources have also helped me stay ahead of the competition. I love knowing I have a team behind me who truly wants me to succeed.”
Jason Fairbanks, 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.
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.