YOUR PARTNER IN GROWTH

20 Years of Forward-Thinking Insurance Solutions for Agents

For 20 years, PSM Brokerage has helped independent agents adapt, grow, and move their businesses forward.

What began as a commitment to service has evolved into a national platform built around the needs of today’s agent: stronger carrier access, practical sales support, compliant marketing resources, enrollment technology, training, automation, and people who understand the business.

This milestone is not just about how long PSM has been here. It is about what we have continued to buildfor agents along the way.

PSM 20 Years

Built to Help Agents Move Forward

The insurance industry has changed dramatically over the last two decades. Client expectations have shifted. Technology has advanced. Compliance has become more complex.

Today, agents need more than contracts and product access. They need a partner that can help them operate smarter, market better, stay informed, and grow with confidence.

That has been the focus of PSM’s evolution.

From Medicare and life insurance support to enrollment platforms, CRM solutions, marketing automation, agent training, compliant lead strategies, and back-office resources, PSM has continued to invest in the tools, technology, and guidance designed to help independent agents compete in a changing market.

From Service-Focused to Solutions-Driven

PSM was founded in Austin, Texas, in 2006 with a clear purpose: support agents the right way.

That foundation still matters, but the way we support agents has continued to evolve.

Today, PSM combines experienced account management, strong carrier relationships, modern technology, education, marketing support, and business-building resources to help independent agents serve clients more effectively and build stronger businesses.

We are proud of where we started.

And after 20 years, we are even more focused on where independent agents are going next.

20 Years of Agent Innovation

As the market has changed, PSM has continued building resources to help independent agents keep pace, including digital enrollment tools, compliance-minded marketing support, CRM and automation resources, lead generation partnerships, online training, and practical business guidance.

This anniversary is a celebration of how far we have come. It is also a reflection of our commitment to keep improving the way independent agents are supported and prepared for what comes next.

2006

PSM launches in Austin, Texas with a focus on agent support, education, and long-term partnership.

2008

PSM expands its Medicare market presence, helping agents serve the growing senior market with stronger product access and support.

2012

PSM broadens its portfolio with life insurance and annuity solutions, giving agencies more ways to diversify their offerings and serve a wider range of client needs.

2016

Operational growth and team expansion enable PSM to support a larger national agent base with more consistent service, stronger systems, and expanded sales support.

2020

PSM expands its virtual, online, and telesales capabilities, helping agents continue serving clients effectively through periods of rapid industry disruption.

2022

PSM strengthens its national platform with integrated enrollment technology, lead partnerships, training, and agency resources designed to help independent agents grow.

2026

PSM celebrates 20 years of partnership and progress by continuing to invest in forward-thinking tools, technology, education, marketing resources, and business solutions built for agents.

PSM Milestones

More Than a Milestone

Twenty years is not the message. Progress is.

Twenty years of listening, adapting, and building an organization around the needs of independent agents. Our progress is reflected in the relationships we've established, the people behind our organization, and the support we've developed along the way.

Twenty years reflects where we've been. Progress defines where we're going.

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Built on Partnership

Supporting independent agent growth since 2006.

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Network of Agents

A nationwide community of insurance professionals.

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Agent Focused

Putting independent agents first, every step of the way.

What our partners are saying

“PSM takes a hands-on approach to supporting agents, and that commitment shows in the strength of their relationships.”

Brian Luben, Amerilife

“Reaching 20 years reflects the kind of steady leadership and partnership PSM brings to the industry.”

Frankie Satterfield-Vaughn, Aetna

“There’s a clear commitment to doing things the right way, supporting partners, and building for the long term. That kind of leadership makes a real difference.”

Bryan Keeven, Amerilife

“Our long-standing partnership with PSM reflects years of collaboration built on trust and consistency.”

Alicia Hanson, Mutual of Omaha

Guided by Experience. Built for What’s Next.

The insurance industry continues to evolve, and so do the needs of independent agents. We're building on 20 years of experience by investing in smarter technology, stronger industry relationships, and practical resources that help agents navigate change, create opportunities, and grow with confidence.

Our experience guides us. Our commitment to agents moves us forward.

Smarter Technology

Technology That Works for Agents

Investing in practical tools and emerging technologies that simplify operations and help agents work more efficiently.

Stronger Representation

A Voice in Our Industry

Staying engaged with organizations like NAIFA and NABIP to support industry dialogue and independent agent interests.

Continuous Education

Education That Moves Us Forward

Developing relevant training, resources, and guidance that evolve alongside agents and the changing insurance landscape.

Thoughts from PSM Leadership

“I’ve had the opportunity to grow alongside PSM, starting as an account manager and now serving as President. Throughout that journey, one thing has remained constant: a genuine commitment to helping agents succeed, today and for the long term.”

Federico Guardia, President

“Over the years, I’ve had the opportunity to work directly with agents and agency partners through every stage of their growth. That long-term relationship mindset is what defines PSM and why I’m proud to be part of this team.”

Jeff McCright, Vice President of Sales

“PSM was built on the idea that supporting agents the right way creates lasting relationships. Twenty years in, I’m grateful for the agents, partners, and team members who’ve helped shape that vision and continue to carry it forward every day.”

Lucas Vandenberg, Partner

20 Years Forward

As we celebrate 20 years, we recognize the independent agents, agency partners, carrier partners, and team members who have been part of our journey.

Looking ahead, our commitment remains the same: investing in innovative insurance solutions, technology, resources, and personalized support that empower independent agents to grow, adapt, and succeed in an ever-changing industry.

Thanks to all our Agent and Carrier Partners.

Thank you to all of our agent and carrier partners for being part of our journey and helping make the past 20 years possible. We’re grateful for your trust, partnership, and continued support.

Be Part of What Comes Next

For 20 years, PSM Brokerage has grown through strong relationships, trusted partnerships, and a commitment to helping independent agents succeed.

As we celebrate this milestone, we’re also looking ahead — to new opportunities, new partnerships, and the next generation of agent support.

Whether you’re an agent looking for a stronger FMO relationship, a carrier partner interested in working together, or simply want to connect with our team, we’d love to hear from you.

Let’s keep building the future of independent insurance together.

Complete the form below and a member of our team will be in touch.

Talk With Our Team

PSM 20 Years

*For agent use only. Not affiliated with the U. S. government or federal Medicare program. This website is designed to provide general information on Insurance products, including Annuities. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that PSM Brokerage, its affiliated companies, and their representatives and employees do not give legal or tax advice. Encourage your clients to consult their tax advisor or attorney.