Accelerating your business
By partnering with PSM, you join a network of independent agencies that constitute one of the most impactful insurance distribution networks in the industry, all while maintaining the autonomy to manage the business you've carefully built.
You gain a robust partner and a top-tier platform that supports you in remaining competitive, attracting and retaining talent, increasing your revenue, broadening your business goals, and safeguarding your legacy.
How we help you drive growth
Producer Services
Training programs, one-on-one support and marketing assistance designed to help you win.
- Personalized Marketing Support – Custom flyers, social media content, and branded materials to help you attract and retain clients
- Access to Competitive Carrier Contracts – A wide portfolio of top-rated products with strong commissions and back-end support
- Dedicated Agent Support & Training – One-on-one guidance, live trainings, and resources to help you stay compliant, confident, and ready to grow
Marketing Services
Full-service marketing and communications support that supercharge your brand and sales activities.
- Custom Branded Materials – From flyers and brochures to email templates and social posts, all tailored to your agency's look and feel
- Campaign Strategy & Execution – Targeted marketing campaigns designed to attract leads, boost engagement, and drive conversions
- Social Media & Digital Presence – Professional support to grow your visibility on platforms that matter, with consistent branding across the board
Operations and Back-Office Support
Work smarter and faster with shared services that free your time to focus on sales.
- Commission Tracking & Reporting – Stay on top of your earnings with real-time visibility and support for escalations and reconciliation
- Contracting & Licensing Help – Get fast, accurate assistance managing carrier appointments, renewals, and onboarding
- Administrative Support – We handle the busywork so you can focus on clients
Proprietary Products
Utilize our exclusive product solutions to ensure you have the appropriate products at the optimal time.
- Exclusive Plan Offerings – Gain access to unique products not available through other FMOs, giving you a competitive edge in your market
- Tailored to Your Clients – Fill gaps with timely, relevant solutions that align with client needs and market demand
- Built for Agent Success – Designed with simplified underwriting, strong commissions, and built-in sales support to help you close more business
Multi-Service ACA and Medicare Platforms
Access to PSM's remote sales platforms to quote, enroll, and retain clients.
- All-in-One Quoting & Enrollment Tools – Quickly compare plans, check subsidies, and complete enrollments — all from one streamlined system
- Remote Sales Ready – Easily serve clients by phone or online with tools built for virtual selling and electronic scope of appointment
- Retention & Renewal Support – Stay connected year-round with built-in tools for client management, renewals, and policy tracking
Sales Technology for Sales Teams & Producers
State-of-the-art mobile sales technology platform built to accelerate your success.
- Mobile-First Design – Quote, enroll, and manage clients on-the-go with a user-friendly platform optimized for smartphones and tablets
- Integrated Lead Management – Track leads, set follow-ups, and monitor progress with built-in CRM tools designed for sales performance
- Real-Time Reporting & Analytics – Gain visibility into sales activity, production, and team performance — anytime, anywhere
Driving agent success
Unlock exclusive benefits, top commissions, and dedicated support through the PSM Partnership Program—designed to help agents succeed.
Your partner in growth
Discover how PSM Brokerage empowers agents with top-tier resources, industry-leading support, and the tools to build a thriving insurance business.
Partner with PSM today
At PSM, we understand the agents journey and know what it takes to ensure your success. Our team is equipped with extensive knowledge and experience, and we are fully committed to providing the guidance, resources, and support you need every step of the way.
Serving the Agent Community Since 2006
Founded in 2006, PSM strengthens insurance agents and agencies by offering a tailored mentorship strategy for building enduring businesses.
Network of 30k Brokers
Join our robust network of agents who rely on PSM for their product, technology and marketing support. Our hands on approach delivers a personalized and consistent experience every time.
Industry Recognized
PSM has earned the reputation as one of the most agent friendly FMO's in the insurance industry. Our team of dedicated Account Managers has an average of 10+ years of experience supporting agents and agencies.