Founded in 2006, PSM is a full-service, national insurance marketing organization dedicated to recru
PSM Brokerage is a full-service Field Marketing Organization dedicated to meeting the distribution, marketing and administrative needs of independent insurance agents on a national scale. We work with service-oriented agents who are vested in educating the Senior Market to provide them with not only an array of unbiased, objective coverage options to be sure that they are properly insured, but als
o an experience resulting in a trustworthy, reliable relationship they can count on. Our agents provide a high degree of professional assistance to the Senior Market in a variety of areas, such as researching health insurance options, making the selection, identifying carriers available for selection, choosing from the carriers presented and completing the enrollment process. With more than 10,000 Americans turning 65 everyday, the market will continue to experience rapid change and growth. Thus it is imperative, now more than ever, that we provide our agents with comprehensive resources regarding the social, political and economic trends and changes within the Senior Market insurance industry. In efforts to assist our agents in staying ahead of the curve, PSM offers a rich portfolio of only the Senior Market’s best insurance products, including Medicare Supplements (Medigap), Life Insurance, Annuities, Long-Term Care Insurance, Final Expense Insurance and much more. Check out our Senior Market Portfolio today: http://www.psmbrokerage.com/Medicare-Supplement-Plan-Medicare-Advantage-Plans
04/08/2026
The 2027 CMS Final Rule is going to impact how Medicare plans are marketed and sold. This is not something agents can afford to overlook.
Changes like this reshape how you communicate with clients, how you stay compliant, and how you protect your business long term.
Agents who stay ahead of these updates will have a clear advantage.
Here is what you need to understand and start preparing for:
Discover key changes in the 2026 CMS Final Rule impacting Medicare plans in 2027. Learn how agents can navigate compliance, educate clients, and expand opportunities.
04/07/2026
A Medicare event should do more than fill seats. It should move prospects toward a decision.
The difference comes down to structure. From how you position the event, to how you guide the conversation, to what happens after people leave.
Agents who get real results from events are intentional about every step, especially the follow-up.
If you are planning to host seminars this season, this is worth tightening up:
There are a lot of things to consider when holding a Medicare event, but don’t let that scare you away from them.
04/06/2026
Compliance is becoming more complex, and the cost of getting it wrong is higher than ever.
Many agents still treat it as an afterthought, which leads to unnecessary risk and disruption. The agents who grow consistently build compliance into how they operate every day.
This guide breaks down where issues typically come from and how to stay ahead of them.
Compliance during AEP is essential for your business's integrity and reputation, as well as for the well-being of Medicare beneficiaries.
An inspirational quote by William James about the value of Drive: Act as if what you do makes a difference. It does.
04/04/2026
A lot of agents consider starting part-time. Very few think through what that actually requires.
Without structure, part-time quickly turns into inconsistent activity and unpredictable income. The agents who make it work approach it with discipline, clear expectations, and the right support behind them.
This breakdown walks through how to do it the right way and where most agents go wrong.
An independent insurance career is rewarding. Build a sizable client base, and your book of business can serve as a nest egg when you decide to sell.
04/03/2026
🚨Future Proof Your Agency!
This is about future-proofing your agency with systems that produce consistency, efficiency, and growth, regardless of market pressure.
Nearly half the industry is approaching retirement, while long-term retention of new agents remains low. Add in a tightening Medicare Advantage environment, and the pressure on margins and growth is real.
The agents who will continue to grow are not relying on hiring. They are building smarter operations.
👉EP7 of The Insurance Producers Guild Podcast: The AI Frontier: Future Proofing Your Agency.
Prospecting gets easier when it stops being random.
The agents who grow consistently know who they want to reach, use more than one lead source, and follow up with a process that builds trust instead of chasing quick transactions. That combination creates stronger conversations, better lead quality, and more predictable production.
Learn how to build an effective prospecting strategy for insurance agents, focusing on targeting the right leads, leveraging technology, and optimizing outreach efforts.
04/01/2026
Most agents don’t realize how much business they’re losing to slow follow-up and inconsistent processes.
Automation isn’t about removing the personal touch. It’s about making sure every lead gets handled the right way, every time, without adding more to your plate.
The agents who are growing right now are the ones building systems, not just working harder.
Here’s what that shift looks like:
Discover how independent insurance agents are leveraging automation and AI to streamline operations, enhance client experience, and drive business growth.
03/30/2026
If you want to sell ACA plans, FFM certification is required. But more importantly, it opens the door to a major segment of the market.
Agents who take this seriously get certified early, understand the process, and are ready when enrollment ramps up.
If ACA is part of your plan this year, don’t wait until the last minute.
Here’s how to get certified step by step:
Learn how to get FFM certified to sell ACA health plans in 2025. Step-by-step guide to registration, training, MLMS login, and CMS requirements.
03/28/2026
A lot of agents walk away from non-commissionable plans because there’s no obvious way to get paid.
That’s a mistake.
When handled correctly, consulting fees allow you to serve those clients and still generate revenue from your expertise. The key is doing it in a way that’s compliant and clearly positioned.
This is where experienced agents separate themselves.
Learn how to approach it the right way:
Learn about consulting fees, compliance rules, and best practices for insurance agents selling non-commissionable Medicare plans to ensure ethical and professional client interactions.
Medicare Advantage for 2026 is shaping up to be a much tougher market for agents who rely on passive renewals and simple $0 premium positioning.
The bigger opportunity belongs to agents who can explain change clearly. Benefit reductions, member displacement, higher drug cost exposure, and tighter plan design all point to the same conclusion: clients will need active review, real gap analysis, and stronger guidance than they have in the past.
Agents who can lead those conversations will be the ones clients trust most when the market gets more volatile.
Top Medicare agents don’t wait for change, they stay ahead of it.
PSM Brokerage is heading to Medicarians 2026, where agents connect, sharpen their strategy, and get clear on where the market is going next. If growth is a priority, being in the right rooms matters.
See why this event is worth your attention:
Join PSM Brokerage at Medicarians 2026 to explore growth strategies, innovative tools, and meaningful conversations tailored for insurance agents.
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Having the right partner is essential to success. We live and breathe this philosophy every day!
Our “Do the Right Thing” approach has helped PSM earn a reputation of being one of the most agent friendly FMO’s in the senior market. We also recognize that, in today’s ever-changing environment, being agent friendly is just not enough. Technology is reshaping our industry at an incredible rate so we have been hard at work developing tools and resources to help support and grow your business!
Choosing the right FMO partner is a much more important decision than it has been in the past. Is your current FMO committed to your success?
Our Proprietary Technology Solutions Include:
CMS Compliant Online Medicare Platform - Quote and submit Medicare Advantage, Medicare Supplement and PDP applications all in one seamless process
eContracting - complete new contracts digitally in minutes
Quoting Tools - Medicare Supplement, Medicare Advantage, Final Expense and more
Business Tracking - allows you to track, query and download your book of business for multiple carriers all in one location
Technology can help improve an agents efficiency but it won’t necessarily increase sales. Because of this, PSM has also implemented some excellent new Lead Incentives for our direct, street level agents.
Lead Incentives for Precision Senior Marketing Agents:
1,000 piece mailer for every 10 Medicare Advantage apps you sell
Complimentary Lead Collection Stand - Details
$50 Discount on AHIP Training - Details
Personalized marketing campaigns based on production
As an independent agent, we realize you have the freedom to choose the best partner for your business. We appreciate the opportunity to be your FMO of choice and look forward to personalizing our services to best suit your needs. Contact us today and let's talk about increasing your sales.
