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YourDigitalLab (YDL) is a leading full-service digital marketing agency for agent and advisors. YDL is the trusted choice for agents and advisors looking to drive sales and leads with online marketing. Expand your presence online with one of their customized digital marketing packages. No long-term contracts. Cost based per campaign or monthly retainer.
Scope of Appointment
The Scope of Appointment (SOA) process is a crucial aspect of Medicare marketing and sales activities designed to protect the interests of Medicare beneficiaries and ensure compliance with regulations. The SOA process is primarily associated with Medicare Advantage and Medicare Prescription Drug Plans but can also apply to other Medicare-related products.
Client Needs Assessment
A Client Needs Assessment Form allows insurance agents to gather comprehensive information about the client. This information is crucial for guiding clients towards the most suitable plans. With a clear understanding of the client's needs, agents can recommend plans that align with the client's health requirements and preferences.
Staying Compliant is Key
Be sure to stay up to date on all the new CMS rules and regulations. At PSM, we have your back.
Weekly Agent Webinars
Stay well-informed about the ever-evolving landscape of insurance, regulations, and trends
Unlocking your true potential is our priority, which is why we offer industry-leading agent incentives and exclusive events to reward your hard work and dedication.
Our agent resource guides equip you with the latest industry insights and strategies, while our professionally designed website resources give you a competitive edge in the digital landscape.
Sales ScriptsCheck out our agent guides with sample scripts you can put right to use, or customize and make your own.
Working Insurance Leads - View
Selling Medicare Advantage Plans - View
Cross-Selling Hospital Indemnity - View
Selling Medicare Supplements - View
Selling Final Expense Plans - View
Fixed Annuity Reference Guide - View
PSM is your one-stop-shop for all the resources you need to be successful. From an impressive portfolio featuring top industry companies to free enrollment tools and cutting-edge technology to boost your sales, we have everything you need to supercharge your business.
Medicare Express
Agent Insights