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Watch the 5 Power Moves That Help Agents Scale Faster

July 9th, 2025

1 min read

By www.psmbrokerage.com Admin

No fluff—just real tactics to grow your client base, free up your time, and scale with purpose.

Most insurance agents hit a ceiling—not because they lack skill, but because they’re still operating like solo producers. If you're ready to move from agent to agency, you need systems, support, and strategy.

That’s why we created a short training video:
🎥 From Agent to Agency: 5 Power Moves to Scale Your Insurance Business
In just 3 minutes, we break down the exact steps top agents use to grow their book, expand their team, and create a business that runs like a machine.

Power Moves you can apply today:

▶️ Define a Scalable Niche
Stop trying to be everything to everyone. Focus on one market and own it—whether that’s turning-65 Medicare, ACA self-employed, or another high-value niche.
View Product Portfolio

▶️ Automate Your Lead Nurturing
Good leads are wasted without good follow-up. We’ll show you how CRM automations can help you stay in front of prospects and close more sales—without the burnout.
The Ultimate CRM Automation Playbook for Insurance Agents

▶️ Leverage Referral Pipelines
Cut your lead cost in half by tapping into trusted networks like realtors, CPAs, and happy clients. Learn how to set up simple, effective referral programs.
Automated Referral Marketing Software

▶️ Hire Smart & Build a Support Team
Ready to delegate? We’ll explain how to bring on LOAs or virtual support to multiply your productivity without sacrificing quality.
Blueprint for Hiring License-Only Agents

▶️ Build a Brand That Works While You Sleep
Your online presence is your 24/7 storefront. See what successful agents are doing to stand out—and get found—online.
PSM Marketing Hub: The Ultimate Resource for Custom Marketing Materials

Why This Matters:

Agents who implement even two of these power moves often double their productivity and unlock time to focus on growing their business, not just maintaining it. The right systems and support can help you attract more clients, improve retention, and set yourself up for long-term success.

🎯 Need Help Implementing These Power Moves?

We’ve helped thousands of agents build thriving, scalable businesses—and we’re here to support you too. From automation tools and referral templates to hiring guidance and branding support, we’ll help you implement what works.

👉 [Schedule a Call] to get personalized help from our team. Whether you’re just getting started or ready to take your agency to the next level, our experienced team is here to support you.

Topics:

Medicare Advantage plans

Health Insurance

Social Media Marketing

Agency Building

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.