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Your One-Stop-Shop for complimentary tools and services through PSM

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Welcome to our comprehensive suite of services tailored exclusively for insurance agents. As a trusted partner in your success, we provide a range of invaluable resources to elevate your business.

YourFMO SunFire

YourFMO SunFire

Quoting and Enrollment tool for Medicare Advantage and PDP

LeadstarLead Star

Real-time exclusive data leads, In-bound, Customer-initiated calls, Warm-transfer calls and Aged data leads



Online contracting, CSG quoting tools and additional resources

Medicare express-2Medicare Express

Selling in person? High intent, Pre-qualified, In person sales meetings served on a silver platter

Annuity Rate Watch

Annuity Rate Watch

Check out the latest annuity rates and best MYGA opportunities

Agent InsightsAgent Insights

Looking for critical data to grow and expand your business? Agent Insights can help you plot your next move
Coming soon!


Boost your visibility



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.

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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

Strategies for success


Empowering Agents with Knowledge and Resources

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.




guides-4Sales Scripts

Check 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


Here every step of the way





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.

Contact us today: (800) 998-7715