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Insurance Agent Platforms

Medicare FMO technology for independent agents: enrollment, CRM, and marketing support

PSM Brokerage gives independent agents a brokerage technology stack: SunFire Medicare enrollment, CRM workflow, and Marketing Hub creatives, so you can enroll clients, run your book, and market compliantly. This is FMO platform support, not a lead shop.

Medicare FMO technology for independent agents: enrollment, CRM, and marketing support
Simplify Your Workflow

Gain efficiency and close more sales in less time

simplify-your-workflow
The brokerage stack

Three parts of the PSM platform

Boost efficiency and accelerate growth with a platform built for your success.

1

Enroll on Sunfire

Quote and submit Medicare applications in the named enrollment platform.

 
2

Run the book in CRM

Track clients, commissions, and follow-up in the same agent workflow.
3

Market with Marketing Hub

Use compliant creatives from the in-house team -  not a lead store.
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Hear from Agents

 “The technology, marketing resources, and hands-on support have made a real difference in my business. I’ve been able to work more efficiently, reach more clients, and grow with greater confidence knowing I have the right tools and team behind me.” 

Barbara Carson, Agency Owner and PSM Partner

get the free guide

Expand your brand with customized marketing solutions

The Marketing Hub offers customized, compliant marketing materials tailored to your needs. Our in-house design team helps you boost client acquisition and retention, all while saving you time and money.

Get the Free Guide

Questions From Agents

When agents ask questions we like to share it with our community

How can your enrollment platform improve my business’s efficiency and compliance?

How does your platform support client servicing and commission tracking?

How does the platform help independent agents enroll and market without buying a lead program?

*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.