What is the New Insurance Agent training path?

The New Insurance Agent training path is a structured 7-track video curriculum for agents in their first 12 months. It covers everything from getting licensed and contracted through your first Medicare sale, handling objections, generating leads, expanding into other products, and getting paid. Each video is short and focused so you can apply what you learn the same day.

How long does it take to complete Path 1?

Path 1 contains 33 short videos averaging 3-4 minutes each. Total runtime is roughly 2 hours of video. Most new agents work through one track per week alongside their licensing study or first appointments, completing the full path in 6-8 weeks while actively selling.

Do I need to complete the tracks in order?

The tracks are sequenced to match a new agent's natural progression — getting set up, learning Medicare, having your first sales conversation, handling objections, generating leads, expanding products, and submitting business. You can jump to any video, but completing them in order builds the strongest foundation.

Is all training available for free?

Yes. The entire PSM training system — every path, every track, every video — is available for free to anyone. No login, paywall, or subscription required. The training is designed to be openly accessible to any insurance agent who wants to grow.

What happens after I finish Path 1?

Path 1 prepares you for your first sales. After Path 1, agents move into Path 2 (Build Consistent Production) which covers scheduling, lead systems, and consistent pipeline development, then Path 3 (Scale an Agency) for agents building teams and downlines.

PSM TRAINING - PATH 2

Grow and Expand Your Insurance Business

For agents writing business but lacking consistency, systems, and growth. Seven tracks of short, focused video lessons that move you from random sales to a predictable monthly pipeline you can count on.

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Track 1

Insurance Lead Generation Systems

Move from random leads to a repeatable weekly pipeline. This is the bridge from hobby to career — sources, volume, and a real system you can run every week.

Track 2

Insurance Appointment Setting and Pipeline

Leads mean nothing without appointments. Appointments mean nothing without a pipeline. The structure that turns activity into income you can actually predict.

Track 3

Cross-Selling Insurance for Revenue Growth

Go deeper with every client. Increase revenue per household without being pushy — same conversation, same trust, more value delivered, more income earned.

Track 4

CRM and Follow-Up Systems for Insurance Agents

The fortune is in the follow-up — but only if you have a system. The workflows that protect every sale and turn cold databases into new revenue.

Track 5

Advanced Insurance Objection Handling

Beyond the basics. Understand the psychology underneath the words and master advanced reframes that turn the toughest objections into open doors.

Track 6

Insurance Agent Business Numbers

The analytical skill that separates busy agents from productive ones. Know your numbers, know your business, and make decisions on data instead of feel.

Track 7

Insurance Seminars and Educational Events

Level up from simple sessions to events that fill your pipeline for weeks. The format, compliance, and follow-through that turn one event into months of appointments.

Frequently Asked Questions

Quick answers to the most common questions about Path 2 — what it covers, who it's for, and how it builds on what you already know. If you don't see your question here, reach out anytime.

1. What is Path 2 and who is it for?

2. Do I need to complete Path 1 before starting Path 2?

3. How is Path 2 different from Path 1?

4. How long does it take to complete Path 2?

5. What happens after I finish Path 2?

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Ready to Start Growing?

Have questions about training, contracting, or how PSM can support your business? Reach out and a member of our team will get back to you.

Make More Sales with PSM Brokerage

Grow and Expand Your Insurance Business

Your Track to Success

Insurance Lead Generation Systems

1.) Weekly Lead Generation Plan for Insurance Agents

2.) Local Marketing Strategies for Insurance Agents

3.) How to Build a Referral System for Insurance

4.) How to Host an Insurance Educational Event

5.) Using AI to Create Insurance Marketing Content

6.) How to Track Insurance Lead Sources That Work

Insurance Appointment Setting and Pipeline

1.) How to Book More Insurance Appointments From Leads

2.) Time Blocking for Insurance Agents: Weekly Structure

3.) Insurance Sales Pipeline Stages That Matter

4.) Daily Habits of a Producing Insurance Agent

Cross-Selling Insurance for Revenue Growth

1.) When to Cross-Sell Life Insurance (Timing Matters)

2.) How to Position Hospital Indemnity Insurance

3.) How to Bundle Insurance Products and Not Overwhelm Clients

4.) ACA Cross-Selling: Reaching the Under-65 Market

5.) Insurance Revenue Per Client: The Math That Matters

CRM and Follow-Up Systems for Insurance Agents

1.) How to Set Up a CRM for Insurance Agents

2.) Insurance Follow-Up Cadence That Converts Leads

3.) AI-Powered Follow-Up for Insurance Agents

4.) Insurance Client Retention Workflows That Work

5.) How to Revive Old Insurance Leads Into New Sales

Advanced Insurance Objection Handling

1.) Insurance Objection Handling: "I Need to Think About It"

2.) Insurance Objection Handling: "I Already Have a Plan"

3.) Insurance Objection Handling: "Just Send Me Information"

4.) Assertive vs. Pushy in Insurance Sales

Insurance Agent Business Numbers

1.) Insurance Agent Commission Structure Explained

2.) Cost Per Lead and Cost Per Sale for Insurance Agents

3.) How to Set Insurance Production Goals That Work

Insurance Seminars and Educational Events

1.) How to Plan an Insurance Seminar That Fills Seats

2.) Insurance Event Compliance: Do's and Don'ts

3.) How to Present at Insurance Events Without Selling

4.) Using AI to Build an Insurance Presentation Fast

5.) How to Convert Event Attendees Into Insurance Clients