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Empower your agency with knowledge and insights

Keep up with relevant topics in the insurance industry and get reminders on everything you need for enrollment periods, certifications, and everything in-between.

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14 Ways to Generate Medicare Leads

Exceptional lead generation requires experimenting with various tactics and combining them across multiple channels for optimal results.
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Best Practices For Working Insurance Leads

Effectively working insurance leads requires timely actions, trust-building, active listening, education, persistence, technology use, and continuous...
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Videos

How to Get FFM Certified to Sell Health Insurance

In this guide we'll walk you through the steps required to get certified to sell health insurance plans on the Federally Facilitated Marketplace...
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How to get Started in Medicare Sales

Medicare Supplements and Advantage plans offer lucrative opportunities with high first-year commissions and ongoing residual income for years after...
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Videos

How to Scale Your Insurance Agency

I'll share key factors top agencies use to run successful businesses. By the end, you'll gain insight on how to scale your agency.
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How to Sell ACA Insurance: An Agents Guide

Whether you're a seasoned agent or just starting, this guide provides everything you need to succeed in the under-65 health insurance market (ACA).
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How to Sell Medicare Advantage and Medicare Supplements Over the Phone

By understanding the challenges unique to phone sales, you can adjust your technique accordingly, and continue to be successful in any situation.
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Medicare Scope of Appointment Form Download

The Scope of Appointment (SOA) process is essential for protecting Medicare beneficiaries and ensuring regulatory compliance in marketing and sales.
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Downloads

The Benefits of Working with an Insurance FMO

Choosing an Insurance FMO is like choosing a business partner. Ensure they offer the best products and support to help you build a strong block of...
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Videos

Welcome to the PSM Marketing Hub

Marketing materials customized for you by our in-house design team will help save you time and money while increasing acquisition and retention.
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What is AHIP Certification and How Do I Get It?

Learn all about AHIP certification, and how to get it, if you want to legally sell Medicare Advantage (MA) or Prescription Drug Plans (PDPs) during...
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2025 AEP preparation guide

Providing comprehensive, clear, and actionable content this guide will empower you to approach the AEP with confidence.
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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.