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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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Newest Blog Posts | All Blog Posts
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For agent use only.
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Tags:
Final Expense,
Hospital Indemnity,
Medicare Advantage,
Insurance Marketing,
Facebook,
Goal Setting,
DSNP,
Enrollment Tools,
Guide,
Resources
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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.
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 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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Newest Blog Posts | All Blog Posts
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For agent use only.
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Tags:
Hospital Indemnity,
Medicare Advantage,
Insurance Marketing,
Facebook,
Goal Setting,
DSNP,
Enrollment Tools,
Guide,
Resources,
NABIP
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 This resource is packed with actionable insights and proven strategies, covering everything from Cash flow, Cost per acquisition (CPA), Lifetime value (LTV) and more.
With PSM Brokerage's expert advice and support, agents are well-equipped to take their operations to the next level.
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 Aimed at empowering agents to expand their reach and increase their impact in the competitive Medicare market, this guide is an essential tool for any agent looking to grow their business and maximize their success
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Newest Blog Posts | All Blog Posts
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For agent/broker use only.
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Tags:
Medicare Advantage,
Medicare Supplement,
Insurance Marketing,
Digital Marketing,
Agency Building
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 Let's put you on the map
The PSM Marketing Hub is your gateway to a carefully crafted and compliant collection of premium, easy-to-use marketing templates designed by our marketing team with your needs in mind.
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 Discover marketing that’s not just accessible but intuitive. With the PSM Marketing Hub, you're equipped with everything you need to capture attention, foster relationships, and grow your business. Exclusively for PSM Brokerage agents, these resources are crafted to help you shine.
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Newest Blog Posts | All Blog Posts
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For agent/broker use only.
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Tags:
Insurance Marketing,
Digital Marketing,
PSM Marketing Hub
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Your new source for Direct Mail Leads
- Optimized Mailing List: Reach your target audience with precision using our targeted lists. Maximize your campaign's impact by mailing cards that respond well.
- Built-in CRM Tool: Streamline your lead management process with our integrated CRM tool. Track and organize your leads effortlessly, saving time and improving productivity.
- Compliant Lead Cards: Mail lead cards that have already passed through the vigorous compliance review.
- Simple to Use: Enjoy an easy order process with our user-friendly platform and dedicated support team.
| Medicare Supplement Direct Mail Leads |
Envelope Mail Packs
Boost your sales success with high-quality Medicare Supplement leads. Our direct-mail campaign delivers targeted prospects seeking extra healthcare coverage with a proactive call-to-action.
Key features of this lead include:
- Postage-Paid Response Card Mailed in Envelope
- Easy CRM Lead Management
- Direct Contact from Leads
- NOTE: Minimum order quantity of 1,000 records
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| Medicare Advantage Direct Mail Leads |
Envelope Mail Packs
Capture more sales opportunities with our exclusive Medicare Advantage direct-mail leads. Our direct-mail campaign connects you with interested prospects exploring comprehensive healthcare options.
Key features of this lead include:
- Postage-Paid Response Card Mailed in Envelope
- Easy CRM Lead Management
- Direct Contact from Leads
- NOTE: Minimum order quantity of 1,000 records
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| Final Expense Direct Mail Leads |
Envelope Mail Packs
More qualified leads at a good volume. Our Final Expense direct-mail campaigns explicitly emphasizes "life insurance," ensuring a higher volume of qualified leads, making it an excellent option for agents seeking well-qualified prospects.
Key features of this lead include:
- Postage-Paid Response Card Mailed in Envelope
- Easy CRM Lead Management
- Direct Contact from Leads
- NOTE: Minimum order quantity of 1,000 records
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Why Direct Mail?
Direct mail marketing to seniors offers distinct advantages by providing a targeted, personalized approach that leverages the familiarity and comfort of tangible communication, fostering trust and credibility while standing out amidst digital noise.
It caters to a demographic less reliant on technology, allowing for a less competitive and more engaging channel that enables seniors to review information at their own pace, while also offering localized targeting and trackable response mechanisms to tailor campaigns effectively for enhanced engagement.
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| Newest Blog Posts | All Blog Posts |
Tags:
Insurance Marketing,
direct mail,
LeadStar
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“Medicare beneficiaries were at the center of the conversation when CMS enacted new marketing rules earlier this year. But with these changes agents may find they will need to pivot from their familiar marketing approach.”
Good news: PSM anticipated these changes and activated a task force to study the published rules and clarify any implications for agents.
More good news: With AEP a few short weeks away, agents have the tools to ensure your marketing efforts and activities are compliant with the new rules. Let’s look at the rules changes.
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| Newest Blog Posts | All Blog Posts |
Tags:
CMS,
Insurance Marketing,
AEP
