<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=302779086974399&amp;ev=PageView&amp;noscript=1"> Medicare Blog | Medicare News | Medicare Information

Medicare Blog | Medicare News | Medicare Information

2025 Certification Dates Announced

Posted by www.psmbrokerage.com Admin on Fri, May 31, 2024 @ 10:14 AM

2025 Certification Dates-1

To keep you on track, we have gathered the certification release dates below so you can easily note these crucial dates on your calendar. Stay tuned for more details.

In addition, we have organized the certification instructions and requirements for the carriers offered through PSM Brokerage all in one easy to access location. These certification pages will be updated as more information is released for the 2025 plan year. Don't hesitate to reach out to us if you have any questions.

  • UnitedHealthcare - Live
  • HCSC - 6/18/2024
  • AHIP - 6/24/2024
  • FL Blue - 6/24/2024
  • Devoted Health - 6/25/2024
  • Zing - 6/25/2024
  • Aetna - 6/27/2024
  • Cigna - 6/28/24
  • Humana - 7/2/2024
  • Elevance - 7/2/24
  • Freedom / Optimum - 7/2/24
  • Molina -  7/8/24
  • Wellcare - 7/16/24


2025 AEP Preparation Guide

Get ready to elevate your game and make the most out of this AEP with our comprehensive guide. Read online or Download it in printable PDF format and start preparing for a successful enrollment season ahead.

Newest Blog Posts  |  All Blog Posts

For agent use only. 


Tags: Medicare Advantage plans, Online Enrollment, AEP, certification, Medicare FMO, 2025

2025 AEP Preparation Guide

Posted by www.psmbrokerage.com Admin on Thu, May 30, 2024 @ 02:13 PM

2025 AEP Guide

Our 2025 Annual Enrollment Period (AEP) Guide is here, and we couldn't be more thrilled to share it with you! Carefully curated and packed with valuable insights, this guide is your key to success as you navigate the upcoming enrollment season. From tips on maximizing your productivity to strategies for optimizing your performance, this essential resource has everything you need to excel during this critical time of the year. 

Get ready to elevate your game and make the most out of this AEP with our comprehensive guide. Read online or Download it in printable PDF format and start preparing for a successful enrollment season ahead.

Newest Blog Posts  |  All Blog Posts

For agent use only. 


Tags: Medicare Advantage plans, Online Enrollment, Referrals, AEP, cross marketing, Enrollment Tools, Medicare FMO, Medicare Supplement plans, 2025

Product Spotlight: American Home Life Medicare Supplement and Patriot Series Final Expense

Posted by www.psmbrokerage.com Admin on Wed, May 29, 2024 @ 08:57 AM

Two products. One great solution. ZERO complexity.


The American Home Life Medicare Supplement and Patriot Series Final Expense products are designed to meet the needs of seniors who want the freedom provided by traditional Medicare and the peace of mind knowing their loved ones will not have to bear the burden of funeral costs.

Together is always better. With the bundled solution from American Home Life (AHL), producers and customers alike can enjoy a product with more benefits and less complexity to holistically address the needs of clients — the way insurance was meant to be.

Key benefits include a best-in-class eApp process, quick shopping cart-type sales, no phone interview required, premium discounts, SSI billing options, and attractive agent bonuses.

With more tools for agents, and benefits for customers, this offer is almost two good two be true.

Quick to Close, On to the Next

Is the client already qualified for the Med Supp plan? With only two more questions and no additional phone interview, they’re already accepted — guaranteed! — for their discounted final expense policy.

Super Preferred Final Expense

Who doesn’t love a 20% savings!! This rate, when combined with a Med Sup, is the #1 rate for a Final Expense plan and will save your clients year after year!! Your business will never be replaced because the rate was too high.

Making it easy to do business

The Agent Services team is focused on your needs as a new or experienced agent/agency. We want to help you grow your business. With quick access to rate quotes, sales materials, product training, and more.


Newest Blog Posts  |  All Blog Posts

For agent use only. 


Tags: Final Expense, Medicare Supplement, cross selling, American Home Life

Strategic Approaches: Marketing Dental Insurance for Optimal Sales

Posted by www.psmbrokerage.com Admin on Tue, May 28, 2024 @ 01:24 PM

Explore effective marketing strategies to boost dental insurance sales and maximize opportunities.

Marketing Dental Insurance

Understanding the Dental Insurance Market

To effectively sell dental insurance, it is crucial to have a deep understanding of the dental insurance market. This involves researching and analyzing the current trends, demands, and competition in the industry. By understanding the market, agents can identify potential opportunities and develop strategies to capitalize on them. They can also gain insights into the needs and preferences of potential customers, allowing them to tailor their sales approach accordingly.

Related: https://www.precedenceresearch.com/dental-insurance-market 

Agents should familiarize themselves with the various types of dental insurance plans available, such as individual plans, family plans, and group plans. They should also stay updated on the latest dental procedures and treatments covered by insurance to effectively communicate the benefits to customers. Additionally, understanding the regulatory landscape surrounding dental insurance is essential to ensure compliance and provide accurate information to customers.

Related: https://www.ada.org/en/resources/practice/dental-insurance/dental-plan-overview 

Targeting the Right Audience

Identifying and targeting the right audience is key to successful dental insurance sales. Agents should conduct market research to determine the demographics and characteristics of potential customers who are most likely to purchase dental insurance. This includes factors such as age, income level, occupation, and location.

Related: https://www.ada.org/en/resources/research/health-policy-institute/dental-care-market 

Once the target audience is identified, agents can tailor their marketing messages and strategies to resonate with this specific group. They can create personalized campaigns that highlight the benefits of dental insurance based on the needs and interests of the target audience. For example, if targeting young professionals, agents can emphasize the importance of preventive dental care and the potential cost savings in the long run.

Utilizing Digital Marketing Channels

In today's digital age, utilizing digital marketing channels is essential for effective dental insurance sales. Agents should leverage online platforms such as social media, search engines, and email marketing to reach a wider audience and generate leads.

Social media platforms like Facebook, Instagram, and LinkedIn provide opportunities to engage with potential customers, share informative content, and build brand awareness. Agents can create targeted ads and sponsored posts to reach users who match their target audience demographics.

Resource: https://www.psmbrokerage.com/social-media-strategy-for-insurance-agents 

Search engine optimization (SEO) techniques can help agents improve their online visibility and attract organic traffic to their websites. By optimizing their website content with relevant keywords and providing valuable information, agents can rank higher in search engine results pages and attract potential customers.

Email marketing is another effective digital marketing strategy for dental insurance sales. Agents can build an email list of interested prospects and send regular newsletters or promotional offers to nurture leads and encourage conversions.

Building Trust with Customers

Building trust with customers is crucial in the dental insurance sales process. Agents should focus on establishing themselves as knowledgeable and reliable professionals who have their customers' best interests at heart.

One way to build trust is by providing transparent and accurate information about the dental insurance plans and coverage options. Agents should be able to answer any questions or concerns that potential customers may have and provide clear explanations of terms and conditions.

Testimonials and case studies from satisfied customers can also help build trust. Agents can share success stories and positive experiences to demonstrate the value and benefits of dental insurance. Additionally, offering a satisfaction guarantee or a money-back policy can further instill confidence in customers.

Maintaining open and honest communication throughout the sales process is essential. Agents should be responsive to customer inquiries and provide timely updates on policy information or claim procedures. By delivering excellent customer service, agents can build long-term relationships with customers and earn their trust and loyalty.

Leveraging Referral Programs

Referral programs can be a powerful tool for dental insurance sales. Agents can encourage satisfied customers to refer their friends, family, and colleagues to their services, offering incentives or rewards for successful referrals.

By leveraging referral programs, agents can tap into their existing customer base and expand their network through word-of-mouth marketing. People are more likely to trust recommendations from someone they know, making referrals an effective way to generate qualified leads.

To maximize the success of referral programs, agents should make it easy for customers to refer others. This can be done through personalized referral links, social media sharing buttons, or referral cards that customers can hand out to their contacts. Agents should also track and acknowledge successful referrals, rewarding both the referrer and the new customer to incentivize further referrals.

By implementing these strategic approaches and utilizing effective marketing strategies, agents can increase dental insurance sales, reach a wider audience, and maximize profits.

At PSM, our portfolio is quality-focused to ensure our agents are only offering the best products to their clients. If you would like to receive more information on the products we have available, please visit our Dental product page to request product info and contracting.

Newest Blog Posts  |  All Blog Posts

For agent use only. 


Tags: cross marketing, cross selling, dental plans

Get Ready for 2025 AHIP Medicare Training - June 24th

Posted by www.psmbrokerage.com Admin on Mon, May 13, 2024 @ 11:16 AM

2025 AHIP-1

Be sure to mark your calendars for June 24th when the 2025 AHIP Medicare training becomes available! This annual training is essential for certifying to sell Medicare Advantage and Part D plans. Staying updated with this training ensures that you're well-prepared to offer the best advice and options to your clients, keeping your qualifications current and your knowledge comprehensive.

Don't miss out on the opportunity to enhance your expertise and continue providing valuable service to those navigating their Medicare choices.

Keep up with AHIP and carrier certifications by visiting our resource page.

At PSM, our portfolio is quality-focused to ensure our agents are only offering the best products to their clients. If you would like to receive more information on the products we have available, please visit our Medicare Advantage product page to request product info and contracting.

Newest Blog Posts  |  All Blog Posts

For agent use only. 


Tags: Medicare Advantage, AHIP, 2025

12 Innovative Strategies for Agents to Expand and Elevate Their Medicare Business

Posted by www.psmbrokerage.com Admin on Wed, May 01, 2024 @ 08:35 AM


Growing and scaling a business as a Medicare agent requires creativity, especially in a competitive market. Here are several innovative and effective strategies to help expand your client base and increase revenue:

1. Educational Workshops and Seminars

Host free educational workshops and seminars on topics relevant to Medicare, such as changes in Medicare plans, benefits, or eligibility criteria. These sessions position you as an expert in the field and provide a platform to connect with potential clients. Download our guide on how to market in your local community.

2. Partnerships with Local Businesses and Community Centers

Forge partnerships with local businesses, community centers, and retirement homes to offer informational sessions or one-on-one consultations. This can broaden your reach and establish a trustworthy presence in the community.

3. Utilize Social Media Platforms

Create and maintain active social media profiles tailored to the senior demographic. Use these platforms to share useful content, answer FAQs, and broadcast live Q&A sessions. This not only educates but also engages potential clients. Learn more on how you can leverage social media as an insurance agent.

4. Content Marketing

Develop a content marketing strategy that includes blogging, newsletters, ebooks, and infographics. Focus on topics that are beneficial to your target audience, such as understanding Medicare options, managing healthcare costs in retirement, and the latest updates in Medicare policies. Check out the PSM Marketing Hub for marketing ideas.

5. Referral Programs

Implement a referral program that rewards existing clients for referring new customers. This could be in the form of discounts, gift cards, or special services. Word-of-mouth is a powerful tool in the senior market.

6. Customized Email Campaigns

Use email marketing to send personalized communications to your leads and clients. Segment your email list to ensure that the content is tailored to the recipients’ needs and interests, increasing engagement and conversion rates.

7. Expand Your Offerings

Consider obtaining certifications to sell additional products related to healthcare, such as long-term care insurance, dental and vision plans, or supplemental health insurance. This allows you to offer more comprehensive solutions to your clients’ needs.

8. Networking with Healthcare Providers

Network with doctors, nurses, and other healthcare providers who interact with seniors. They can refer patients who might need assistance with Medicare plans. Ensure you leave business cards and brochures that they can easily give to potential clients. Sample provider outreach letter available here.

9. Utilize Client Testimonials and Case Studies

Showcase testimonials and case studies on your website and in your promotional materials. Real-life success stories can significantly enhance credibility and reassure potential clients of your expertise and commitment.

10. Host Webinars

Offer regular webinars on important Medicare topics. This approach not only reaches those who are unable to attend in-person meetings but also allows you to engage with a broader audience from the comfort of their homes.

11. Collaborate with Financial Planners

Partner with financial planners who may have clients approaching the age of Medicare eligibility. This collaboration can be mutually beneficial, as you can refer clients to each other based on the needs of the seniors you serve.

12. Local Sponsorships and Advertising

Sponsor local events or advertise in community newsletters and on local radio stations. Choose venues and media that are popular with the senior demographic to ensure your message reaches the right audience.

By implementing these strategies, you can effectively grow and scale your Medicare agency, reaching more clients and providing valuable services that meet the complex needs of the senior market. Download Checklist.

We are always here to help

We provide robust leadership, advanced sales tools, effective sales strategies, dedicated training, outstanding mentorship, and beyond. From your first application to receiving your commissions, our consistent support guarantees you'll always feel connected and supported.

Newest Blog Posts  |  All Blog Posts

For agent use only. 


Tags: Final Expense, Annuities, Hospital Indemnity, Medicare Advantage, Medicare Supplement, Referrals, cross marketing, cross selling, dental plans

PSM Agent Resource Guides

Posted by www.psmbrokerage.com Admin on Wed, May 01, 2024 @ 08:31 AM

Agent Resource Guides

Utilizing our insurance agent resource guides can significantly benefit your business by equipping you with the tools and knowledge to thrive in a competitive landscape. These comprehensive guides are designed to help you grow your client base, attract more referrals, and seamlessly expand into new markets.

By leveraging up-to-date industry insights, marketing strategies, and detailed market analyses, you can enhance your service offerings and tailor your approach to meet the specific needs of various customer segments. Additionally, our guides offer practical tips on networking and building stronger relationships, ensuring that you not only reach potential clients more effectively but also create lasting connections that foster loyalty and word-of-mouth referrals.

With these resources at your disposal, you're well-prepared to elevate your business and secure a prominent position in the insurance industry.

At PSM Brokerage, we are committed to supporting our agents every step of the way as you expand your reach, increase your sales, and achieve new heights of professional success.

Newest Blog Posts  |  All Blog Posts

For agent use only. 


Tags: Final Expense, Hospital Indemnity, Medicare Advantage, Insurance Marketing, Facebook, Goal Setting, DSNP, Enrollment Tools, Guide, Resources

    Join thousands of insurance agents who receive weekly news updates and original articles.

    Like Precision Senior Marketing on Facebook!

    Follow Precision Senior Marketing on Twitter!

    Most Popular Posts