2010 Modernized Medicare Information
Click here to go to our dedicated Medicare information page where you will find a description of the latest 2010 changes, a chart describing old and new Medigap plan details, a list of frequently asked questions and answers, and links to other Medicare information sites.
Sales Tools
Errors and Ommissions Insurance
PSM has partnered with NAPA to offer our agents some of the lowest E&O premiums in the industry. If you need E&O or want to save money on your current plan, check out NAPA’s site.
Technology Resources
Website Development
PSM provides its agent with a free online promotional page to get you started on the Web. Click here for details.
If you are looking for a specialized web development company to build out a comprehensive site for your business, PSM recommends the following companies:
AgentMethods
If you are looking for a do-it-yourself-approach to building your website, PSM recommends the following services:
Hubspot
GoDaddy Website Tonight
SnapPages
Search Engine Optimization
These days having a website isn't enough. To have a successful online prescence your website must be found through search engines. Here are some resources to get you started:
SEO for Dummies by Peter Kent (book)
SEOBOOK
Google SEO Info
Web Conferencing
If you are looking to reach more people in more places, web conferencing is the one of the most cost effective ways of doing it. PSM recommends the following services:
MegaMeeting
GoToMeeting
CRM Technology
CRM technology is a vital tool for any organization in our industry. If you are a very cost-sensitive, you will want to check out Surgar CRM. This is open-source software that has three levels of features at different price points. The community edition is free, while the small business package is priced at $360 per user, per year. There is also an enterprise edition priced at $600/user/year.
Sugar CRM
If you are looking for advanced features, high levels of security, and excellent support we recommend Salesforce. There are five different plans, so there is pricing flexibility. User fees are based on a monthly basis, so choose wisely.
Salesforce
File Storage and Sharing
Since many of you travel often, having access to your files from any computer with Internet access is very important. There are two online file storage and sharing services that we recommend:
Box
MediaFire
Agent Incentives and Events
PSM agents work hard, so at PSM we like to contribute to you playing hard as well. Every year PSM partners with various companies to offer an array of incentives. Here is what's on tap for this year:
Mutual of Omaha – 2011 Convention
Foresters Convention - View the promotional video, For qualification details download the PDF.
Precision Getaway – Details coming soon
Precision Points – Details coming soon
Continuing Education
At Precision Senior Marketing we understand that comfort, cost, and quality are important to you when deciding on your education, that is why we have partnered with 360training.com to offer our agents a discounted rate for online insurance training. Now you can get all the insurance education you need from anywhere you can access the internet.
360training.com
To learn how to utilize the latest technology and for tutorial on many different subject, we recommend Lynda.com. Lynda has thousands of video tutorials and programs at very affordable yearly rates.
Lynda
Insurance Industry News and Information
With the ongoing changes to the Senior Market and health care in general, it is more important than ever to stay informed. Below are a few resources to help you stay ahead of the curve. We also encourage you to subscribe to the PSM Blog, where you will be updated on major industry news and receive sales and marketing strategies that can help you achieve your goals.
http://www.ambest.com
http://www.moodys.com
http://www.standardandpoors.com
http://www.insurancenewsnet.com
http://www.seniorjournal.com
http://www.modernhealthcare.com
Carrier Contact Information (For Agent Use Only)
United Healthcare / AARP
Website: www.unitedhealthproducers.com
Sales Support: 866-414-1958 Opt 3
Underwriting: 866-414-1958 Opt 3
Commissions: 866-414-1958 Opt 3
Americo
Website: www.americo.com
Sales Support: 800-982-8146
Underwriting: 800-231-0801
Commissions: 800-982-8146
Assured Life / Woodmen of the World
Website: www.denverwoodmen.com
Sales Support: 877-815-4776
Underwriting: 877-617-5591
Commissions: 877-466-8353
Conseco
Website: www.conseco.com
Sales Support: 888-754-3406
Underwriting: 888-754-3406
Commissions: 888-754-3406
Foresters
Website: www.foresters.com
Sales Support: 866-466-7166 Opt 1
Underwriting: 866-466-7166 Opt 4
Commissions: 866-466-7166 Opt 5
Gerber Life
Website: www.gerberlifegroup.com (username: medsupp, password: not required)
Sales Support: 877-617-5592
Underwriting: 800-646-1999
Commissions: 877-466-8353
Mutual of Omaha / United World / United of Omaha
Website: www.mutualofomaha.com
Sales Support: 800-693-6083
Underwriting: 800-995-9324 Opt 1
Commissions: 800-995-9324 Opt 3,2
Sentinel Life
Website: www.sslco.com
Sales Support: 888-510-0668,Sentinel@AiAsvcs.com
Underwriting: 888-510-0668
Commissions: 888-510-0668
Universal American / Pyramid Life
Website: www.universalamerican.com
Sales Support: 800-538-1053
Commissions: 800-538-1053