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Everything you need to compete

Marketing Automation Built for Insurance Agents

PSM helps you put marketing automation to work so you can retain more clients and grow through referrals. 

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Marketing Outreach Done for You

Fuel growth by optimizing your CRM

In today’s fast-paced insurance market, staying organized, responsive, and relevant isn’t just an advantage—it’s a requirement. Whether you're building a book of business or managing a growing team, your CRM can be your most powerful tool—if it’s set up right. 

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Discover the PSM Advantage

Bring the power of online marketing to your business

Start Automating Like a Pro

You don’t need to be a tech expert to put these strategies to work. We’ve simplified the process and provided everything you need to hit the ground running.

Get Started
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Nurture leads from first contact to closed sale

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Boost cross-sell opportunities with smart email triggers

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Retain clients year over year with timely check-ins and education

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Stay compliant with CMS guidelines using structured communication

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Align your marketing with real-time client data

by the numbers

The advantages of implementing marketing automation in your business

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Less Time Marketing

Agents on average spend 47% less time on marketing tasks.

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More Referrals

Agents using marketing automation saw an average of 60% more referrals from their customers.

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More Sales Per Customer

Agents had an average of 78% more customers purchase multiple plans from them.

Marketing Automation Resources for Insurance Agents

PSM provides practical marketing and automation resources to help agents stay connected with clients, improve retention, and create more cross-selling opportunities over time. These tools are designed to make follow-up more consistent and easier to manage so agents can build stronger client relationships without having to create every workflow from scratch.

CRM Workflow Examples

Monthly Newsletter Templates

Email Sequences for Retention and Cross-Selling

Lead Follow-Up and Onboarding Tips

Plug-and-Play CRM Templates

Built to Support Long-Term Growth

Hear from Agents

“PSM gave me a smarter way to stay connected with clients and grow my book.”

Donna Q, Agency Owner

*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.