Let’s face it—manually following up with every lead is so 2003. You’ve got better things to do (like closing deals, making connections, and maybe enjoying your coffee while it’s still hot).
That’s where CRM automation comes in—and we’ve got the perfect cheat sheet.
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.
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.
Warm-up email
Wait two weeks
Welcome to Medicare email
Add CRM tag + assign task to follow up
You’re now educating, nurturing, and converting—all before your competition finishes their second donut.
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.
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) 998-7715You handle the selling—we’ll handle the systems.