Lucas Vandenberg
As CEO & Partner of PSM Brokerage, Lucas helps guide the company’s strategy for supporting independent insurance professionals with training, marketing, technology, carrier access, and business development resources.
Sales Tips | Leads | Medicare Sales | Insurance Agents | Insurance Marketing | New Business Opportunities | Lead Generation | Training | LeadStar | Resources | Local Agent | Call Center
Call Center Insurance Agent vs. Independent Agent
July 23rd, 2026|7 min read
closing sales | Success Tips | CMS | sales advice | Sales Strategies | Compliance
Understanding the New CMS Call Recording Changes
July 23rd, 2026|5 min read
Insurance Agents | certification | AHIP | 2027 | #MedicareAgents
2027 Medicare Advantage Certification Kickoff Dates
July 20th, 2026|2 min read
Medicare Advantage plans | Sales Tips | Leads | Insurance Agents | Insurance Marketing | Lead Generation | LeadStar | Medicare Supplement plans | #MedicareAgents | #MedicareMarketing
Speed to Lead: How Insurance Agents Can Improve Their Closing Ratio
July 14th, 2026|6 min read
Medicare Advantage plans | Sales Tips | Referrals | Leads | Insurance Agents | Insurance Marketing | Medicare Supplement plans | #MedicareAgents | #MedicareMarketing | Reviews
How to Explain Medicare Advantage vs. Medigap to Clients
July 13th, 2026|7 min read
Medicare Advantage plans | Sales Tips | Referrals | Leads | Insurance Agents | Insurance Marketing | #MedicareAgents | #MedicareMarketing | Reviews
10 Ideas for Selling Medicare Plans and Growing Your Book of Business
July 13th, 2026|6 min read
Medicare Advantage plans | Sales Tips | Referrals | Leads | Insurance Agents | Insurance Marketing | Training | #MedicareAgents | #MedicareMarketing
Medicare Training for New Agents: A Step-by-Step Guide to Getting Started
July 13th, 2026|10 min read
Medicare Advantage plans | Sales Tips | Referrals | Leads | Insurance Agents | Insurance Marketing | google | #MedicareAgents | #MedicareMarketing | Reviews
Google Reviews for Insurance Agents
July 9th, 2026|8 min read
Medicare Advantage plans | Referrals | Leads | Insurance Agents | Insurance Marketing | Seminar | CRM | Medicare Supplement plans | AI | Automation | #MedicareAgents | #MedicareMarketing
How Agents Can Use Educational Events to Build Trust and Book Appointments
July 9th, 2026|11 min read
Medicare Advantage plans | Referrals | Leads | Insurance Agents | Insurance Marketing | CRM | Medicare Supplement plans | AI | Automation | #MedicareAgents | #MedicareMarketing
How to Manage Leads, Follow-Ups, and Cross-Selling Opportunities
July 9th, 2026|10 min read
Medicare Advantage plans | Insurance Agents | Medicare Supplement plans | #MedicareAgents | #MedicareMarketing
Medicare Mastery: Building a Balanced MA and Medigap Portfolio
July 8th, 2026|4 min read
Medicare Advantage plans | Medicare Sales | CMS | Compliance | Scope of Appointment | SOA | 2027
The 48-Hour Scope of Appointment Rule Is Gone: What Medicare Agents Need to Know
June 17th, 2026|2 min read
Medicare Sales | Sales Strategies | FMO | Lead Generation | cross marketing | Compliance | CRM | AI | PSM Marketing Hub | Automation | Enrollment Platforms | AIPrompts
Enterprise AI for Insurance Agencies
May 26th, 2026|3 min read
Medicare Sales | Sales Strategies | FMO | Lead Generation | cross marketing | Compliance | CRM | AI | PSM Marketing Hub | Automation | Enrollment Platforms | AIPrompts
Top 5 AI Prompts for Insurance Agents
May 26th, 2026|3 min read
Sales Strategies | Social Media Marketing | Facebook | social media | PSM Marketing Hub | branding
The PSM Trust Framework: A Content Strategy for Insurance Agents
May 19th, 2026|1 min read
Annuities | Retirement Planning | cross marketing | cross selling | Medicare Agents | Annuity Agents | Annuity Sales
Medicare Agents Guide to Selling Annuities
May 19th, 2026|2 min read
Medicare Advantage plans | Medicare Sales | Sales Leads | Sales Strategies | New Business Opportunities | AEP | ancillary products | Agent Scripts
Compliant Medicare Sales Scripts for Agents
May 4th, 2026|2 min read
Hospital Indemnity | Success Tips | Medicare Sales | cross selling | Medicare Supplement plans | Plan G | High-Deductible Plan G
The Hidden Value of High-Deductible Plan G
May 4th, 2026|2 min read
Hospital Indemnity | Medicare Sales | cross marketing | PSM Marketing Hub | ancillary products
How to Market Hospital Indemnity to Your Existing Clients
March 11th, 2026|3 min read
Medicare Advantage | Part D | medicare updates | Compliance | call recording | 2026 | CMS marketing regulations Medicare | CMS call recording rules | Medicare Advantage phone sales regulations
Call Recording and Retention Requirements for Medicare Sales (CMS 10-Year Rule Explained)
February 27th, 2026|4 min read