PSM Brokerage

10/13/2026

✈️ Help Your Clients Travel with Confidence

Most health plans don’t cover medical care abroad. 🌎 GeoBlue Travel Medical Insurance, available through PSM Brokerage, gives your clients affordable protection anywhere in the world.

🎯 Why agents are adding it:
• Clients often assume their coverage travels with them
• Easy add-on for vacationers, students, cruisers, and business travelers
• 24/7 medical assistance and unlimited telemedicine
• New revenue and stronger client relationships

Great coverage shouldn’t stop at the border.

➡️ Learn more: https://na2.hubs.ly/H08lll50

Help clients travel safely with GeoBlue Travel Medical Insurance. Offer affordable, comprehensive coverage for unexpected medical expenses abroad and strengthen client relationships.

10/12/2026

The 2027 CMS Medicare Landscape files are here. ✅

PSM Brokerage shows agents how to put them to work before AEP:

📍 Check plan availability in your counties
🔄 Spot new plans, exits, and premium changes
📊 Use national averages for context, then dig local
📝 Turn what’s new into an AEP prep checklist
🎓 Finish certifications before October 15

National snapshot: MA premiums projected down to $12.00 on average, while stand-alone Part D edges up slightly. What’s happening in your market may look different.

Full guide: https://na2.hubs.ly/H08cMsG0

Discover how insurance agents can leverage the 2027 CMS Medicare Landscape files to enhance their market strategies and prepare for the upcoming enrollment period.

10/11/2026

https://na2.hubs.ly/H08cJbZ0

An inspirational quote by Theodor Seuss Geisel about the value of Appreciation: Sometimes you will never know the value of a moment until it becomes a memory.

10/11/2026

“Do you want to keep the same plan?” shouldn’t start your Medicare annual review. ✅

PSM Brokerage shares 10 questions every agent should ask:

👨‍⚕️ Are your doctors still the same?
💊 Any meds started or stopped?
🏪 Which pharmacy do you use now?
🏥 Specialists, hospitals, travel plans?
💰 Are costs becoming a concern?
📝 If you could change one thing, what would it be?

Use the answers with the Annual Notice of Change for a clearer comparison, not just a plan-name check.

Full guide + printable worksheet: https://na2.hubs.ly/H08cGTZ0

Discover essential questions agents should ask during Medicare annual reviews to ensure clients receive the best coverage tailored to their changing needs.

10/09/2026

Looking for Medicare leads that actually convert? ✅

PSM Brokerage outlines 14 proven ways to grow your pipeline, mixing inbound and outbound:

🌐 Website + SEO
📱 Social media
🎥 Video marketing
✍️ Blogging
📧 Email
💻 Webinars & podcasts
🤝 Referrals & partnerships
📰 Print, mailers & lead stands
📞 Internet leads & compliant telemarketing

The takeaway: don’t rely on one channel. Build trust with education, nurture over time, and track what works.

Full guide: https://na2.hubs.ly/H08cClv0

Discover effective strategies to generate Medicare leads in 2026 and grow your business with proven inbound and outbound techniques. Start attracting quality prospects today.

10/08/2026

CMS projects Medicare Advantage premiums will drop ~16.5% in 2027, from $14.37 to $12.00 on average. ✅

PSM Brokerage breaks down what that means for agents heading into AEP:

📉 Lower average premiums (including MA-PD Part D after rebates)
👥 ~34 million projected MA enrollees
✅ 99%+ of beneficiaries expected to have at least one MA plan option
⚠️ Local markets can still change: networks, formularies, cost sharing, and plan availability by county

Lower national averages don’t replace a thorough annual plan review.

Full post from PSM Brokerage: https://na2.hubs.ly/H08cBBl0

Projected Medicare Advantage premiums are set to decline by 16.5% in 2027, offering opportunities for agents to guide clients through local plan changes.

10/07/2026

Your clients are the backbone of your insurance business — but how they feel treated is what earns referrals. ✅

PSM shares 6 practical tips to close the gap between you and your clients:
👂 Listen with a pause (don’t just wait to reply)
❓ Ask the right questions at the right time
❤️ Lead with empathy
✅ Stay honest and transparent
💬 Stay clear and build rapport
📅 Follow up on a schedule you both agree on

Plus a quick reminder on Medicare compliance, including Scope of Appointment.
Read the full guide:

Keeping happy customers is key to business growth. Happy clients help you thrive, while unhappy ones can lead to issues. Learn to handle challenges.

10/06/2026

📣 IPG Episode 27 SEO Lost Shelf Space. AI Is the New Front Door

About 2 in 3 US Google searches end without a click. ✅ Sessions down 15–20% does not mean your book is gone. AI discovery often shows up later as a direct visit, so click reports undercount it.

🎯 Your next move this week:
• Ask every new appointment: “How did you find me?” and tag it in the CRM
• Fix Google reviews (under 50, or newest older than 60 days)
• Named bio with real photo + LinkedIn
• Date-stamp your Medicare or Final Expense page and refresh one paragraph
• Monthly scoreboard: exposure, discovery, appointments

➡️ Listen Here: https://youtu.be/OUy2eth4Xhk?si=ZDYpQ0zthlpwhizs

10/06/2026

Hiring Licensed-Only Agents can expand production capacity, but adding headcount without the right process can create more problems than growth.

PSM Brokerage’s LOA blueprint walks agency owners through the key pieces of building a productive team, from recruiting and interviewing to compensation, onboarding, training, and performance incentives. If growing your agency or call center is a priority, start with a hiring system designed to scale with you.
https://na2.hubs.ly/H08cqk80

Learn how to effectively hire, train, and manage Licensed-Only Agents (LOAs) to scale your insurance agency with this comprehensive blueprint.

10/05/2026

Your book of business represents years of client relationships, renewals, service, and hard work. Protecting that value requires more than deciding when you want to retire.

A well-planned succession strategy can help you preserve client relationships, prepare the right successor, organize a future sale or transfer, and create a smoother path out of the business when the time comes.

See the key steps insurance agents should consider when planning for the future of their agency:

https://bit.ly/46YyOcV

Succession planning is crucial for insurance agents looking to secure the future of their business, protect their legacy, and ensure a smooth transition for clients and employees.