Set It, Forget It, Follow Up—Smarter

Still manually following up with leads?

That’s a fast track to burnout. CRM automation lets you stay consistent, personal, and efficient—and our playbook shows you exactly how to do it.

At PSM Brokerage, we’ve put together a CRM Automation Companion Guide that shows you how to trigger the right emails at the right time—automatically. Pair it with our prewritten email templates, and you’ll be running a high-converting, low-effort outreach machine in no time.

🔔 Set It and (Strategically) Forget It

Here’s a sneak peek of some smart automation triggers:

• Turning 64? Start the Medicare convo early.

• Turning 65? Welcome them with a helpful email, not a pile of paperwork.

• Policy anniversaries, birthdays, and annual reviews? Timely check-ins that show you care (and open doors for new convos).

• New enrollments? Queue up a cross-sell campaign with DVH, cancer, or final expense plans.

🛠 Sample Workflow: Turning 64

1. Warm-up email

2. Wait two weeks

3. Welcome to Medicare email

4. Add CRM tag + assign task to follow up

You’re now educating, nurturing, and converting—all before your competition finishes their second donut.

✍️ Use Our Emails (We Made Them So You Don’t Have To)

From myth-busting Medicare facts to birthday wishes that don’t feel like spam, our email templates are written to sound like you—just on your most organized day.

⏰ Keep It Cool, Not Clingy

• 1–2 emails a week? 👍

• Cross-sells every 5–7 days? Smart.

• Educational blasts? 3–5 max.

No inbox flooding. Just timely value that keeps your name top-of-mind.

Ready to Work Smarter, Not Harder?

Let PSM Brokerage hook you up with the templates, workflows, and support to automate like a pro and grow your book of business like never before.

👉 Schedule a Chat
📞 Or give us a ring at (800) 998-7715

You handle the selling—we’ll handle the systems.