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Tools to Help Insurance Agents Grow, Scale, and Hire Right

May 23rd, 2025

1 min read

By www.psmbrokerage.com Admin

Tools to Help Insurance Agents Grow, Scale, and Hire Right

2:27

So You’re Ready to Scale—Here’s How to Do It Right

Smart Resources to Help Insurance Agents Build a Team and Leave a Legacy

You’ve put in the work. You know your products, you’ve built strong client relationships, and you’ve earned your spot as a top-producing agent. Now you’re ready for the next chapter: building a team, growing your agency, and creating a legacy that lasts.

At PSM Brokerage, we partner with agents who are ready to take that leap—and we make sure they’re not doing it alone. From hiring your first admin to bringing on licensed agents to expand your reach, we offer hands-on support, mentorship, and easy-to-follow guides to help you grow with confidence.

Here are two key resources we created specifically for agents like you:

💼 Blueprint for Hiring Licensed-Only Agents

Expand your reach and grow your production team.

If you’re thinking about building a team of LOA agents under your umbrella, this guide walks you through:

Compensation models and contract considerations
Training plans that help your agents hit the ground running
Compliance and oversight best practices
How to build a team structure that supports long-term growth

This resource is designed to help you take your production to the next level—without burning out.

📋 Blueprint for Hiring Administrative Assistants

Get the support you need to stay focused on what matters most.

Running a growing business means your time gets stretched. This guide helps you:

Identify the tasks an admin can take off your plate
Create a job description that attracts the right candidates
Ask the right interview questions
Train and onboard your new hire with confidence

Bringing on admin support is one of the smartest moves you can make to free up your time and stay focused on client growth.

🤝 PSM Is Here to Help You Build Smarter

These guides are just the beginning. We work closely with agents to provide:

One-on-one mentorship tailored to your growth goals
Step-by-step guidance through hiring and team development
Support, systems, and resources to scale your insurance practice sustainably

🚀 Let’s Build Your Team—Together

If you’re ready to grow your business and lead a successful team, we’re ready to help.

👉 Schedule a Call or call us at 800-998-7715 to get started.
Let’s take your experience and turn it into something bigger.

Topics:

Medicare Advantage plans

Health Insurance

insurance sales

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*For agent use only. Not affiliated with the U. S. government or federal Medicare program. This website is designed to provide general information on Insurance products, including Annuities. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that PSM Brokerage, its affiliated companies, and their representatives and employees do not give legal or tax advice. Encourage your clients to consult their tax advisor or attorney.