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PSM Brokerage and NABIP

Optimizing Insurance Agency Growth

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You've achieved individual success in your insurance business, but managing your current book of business, retaining clients, and consistently adding new ones has left you maxed out. The pivotal question becomes: what’s next? The answer is to scale your business—properly.

This means shifting from a solo producer mindset to a business owner’s perspective by mastering your metrics (KPIs and P&L), understanding your startup, overhead, and operating costs, and building a strong revenue foundation through commissions and renewals.

Ready to Scale Smarter?
If you’re feeling stretched thin and wondering how to take your business to the next level, this presentation is for you. From understanding your key metrics and revenue foundation to streamlining systems and choosing the right scalable model, this guide covers it all.

Download the presentation now and get the tools, insights, and next steps to scale with confidence.

Optimizing Insurance Agency Growth

Learn more about PSM and NABIP

PSM & NABIP: Elevating Insurance Agents


At PSM Brokerage, we are committed to empowering insurance agents with the resources, education, and support they need to succeed. That’s why we proudly partner with the National Association of Benefits and Insurance Professionals (NABIP) and its local and state chapters, including NABIP Austin.

NABIP represents nearly 20,000 licensed health insurance agents, brokers, and benefit professionals across 200+ chapters nationwide, all working together to enhance industry standards, advocate for sound public policy, and provide valuable education. Like NABIP, PSM is dedicated to helping agents grow their business, serve their clients effectively, and navigate the complexities of the ever-changing insurance landscape.

💪 Strengthening the Insurance Industry Together

By working closely with NABIP and its members, we aim to enhance the reputation and effectiveness of insurance professionals while advocating for policies that support both agents and consumers. Our partnership ensures that agents have the education, tools, and support needed to make a lasting impact on their clients and their communities.

We are proud to stand alongside NABIP in shaping the future of the health insurance industry. 

 

*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.