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.
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
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
Medicare Advantage | Part D | medicare updates | Compliance | TPMO | 2026
TPMO Disclaimer Requirements for Insurance Agents
February 25th, 2026|3 min read
Medicare Advantage | Medicare Sales | Sales Strategies | Lead Generation | Compliance | 2026 | Website
Website Compliance Rules Every Medicare Agent Should Know
January 29th, 2026|1 min read
Hospital Indemnity | Medicare Sales | cross marketing | ancillary products
How Insurance Agents Are Using Hospital Indemnity Plans to Add Value
January 12th, 2026|3 min read
Annual Enrollment Period | Medicare Advantage | Medicare Sales | AEP | Medicare Open Enrollment Period | OEP | Medicare FMO
Medicare AEP vs. OEP: Understanding the Medicare Enrollment Periods
October 15th, 2025|10 min read
Insurance Agents | insurance sales | NPN Number | NPN Look Up
Look up Your NPN: Fast & Free Official Lookup Tool
December 5th, 2024|3 min read
Medicare Advantage plans | Medicare Sales | Medicare Open Enrollment Period | OEP | Compliance | Medicare OEP marketing strategies
An Insurance Agent’s Guide to the Medicare OEP
November 13th, 2024|8 min read
Online Enrollment | Medicare Advantage | Part D | Scope of Appointment | SOA
Medicare Scope of Appointment (SOA) Form
November 7th, 2024|5 min read
Insurance Agents | sales ideas | Agency Building | Downline
How to recruit Agents to Your Downline and Grow Your Business
November 2nd, 2023|7 min read