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Medicare Blog | Medicare News | Medicare Information

PSM Agent Resource Guides

Posted by www.psmbrokerage.com Admin on Wed, May 01, 2024 @ 08:31 AM

Agent Resource Guides

Utilizing our insurance agent resource guides can significantly benefit your business by equipping you with the tools and knowledge to thrive in a competitive landscape. These comprehensive guides are designed to help you grow your client base, attract more referrals, and seamlessly expand into new markets.

By leveraging up-to-date industry insights, marketing strategies, and detailed market analyses, you can enhance your service offerings and tailor your approach to meet the specific needs of various customer segments. Additionally, our guides offer practical tips on networking and building stronger relationships, ensuring that you not only reach potential clients more effectively but also create lasting connections that foster loyalty and word-of-mouth referrals.

With these resources at your disposal, you're well-prepared to elevate your business and secure a prominent position in the insurance industry.

At PSM Brokerage, we are committed to supporting our agents every step of the way as you expand your reach, increase your sales, and achieve new heights of professional success.

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Tags: Final Expense, Hospital Indemnity, Medicare Advantage, Insurance Marketing, Facebook, Goal Setting, DSNP, Enrollment Tools, Guide, Resources

2024 NABIP Texas Annual Conference Recap

Posted by www.psmbrokerage.com Admin on Thu, Apr 25, 2024 @ 09:31 AM


On behalf of PSM Brokerage, we extend our heartfelt thanks to each of you who participated in this year's NABIP-TX Annual Conference for insurance agents. Your presence and engagement made the event a resounding success!

We hope you found the sessions enlightening and beneficial, especially the insights on how to build an effective team, and the valuable discussions on understanding loss ratios, company data, and managing carrier books of business. The focus on Senior Dental Plans and the artful strategies behind Cross Selling provided tools that will help you secure and expand your client base.


Additionally, we hope the in-depth sessions on leveraging social media effectively with JoAnna Barker and understanding the evolving landscape of 2025 Marketing Rules and CMS Regulations with Danielle Kunkle Roberts have equipped you with the necessary skills to optimize your marketing efforts and stay compliant in your practices.


The insights provided by Greg Segovia III on the Ins and Outs of an FMO relationship and Sydney Schoellman’s guidance on navigating the escalation path with your carriers are crucial tools for enhancing your business operations and improving your professional interactions. These sessions were designed to give you a comprehensive toolkit for tackling the complex challenges of today’s insurance market, ensuring that you are well-prepared to meet and exceed your professional goals.

Your enthusiasm and active participation are what drive PSM to sponsor these unique and proprietary learning experiences. We are thrilled to support your journey as you implement some of these strategies to grow and scale your businesses.

Thank you once again for your participation and for making the conference a memorable gathering. We look forward to seeing you next year with even more engaging content and networking opportunities to help you succeed in the dynamic world of insurance.


Reach new heights by partnering with PSM as your FMO. We can help streamline your sales process, provide essential support, and enhance your ability to offer clients the right insurance solutions.

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For agent use only. 


Tags: Hospital Indemnity, Medicare Advantage, Insurance Marketing, Facebook, Goal Setting, DSNP, Enrollment Tools, Guide, Resources, NABIP

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