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Ancillary Solutions

Ancillary products and resources for insurance agents

Your destination for a wide variety of ancillary products and materials, crafted to provide you with the insights and resources needed to deliver impactful solutions for your clients.

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benefits of selling ancillary plans

Expand client coverage with valuable ancillary products

Providing supplementary coverage options such as dental, vision, or critical illness insurance can enhance sales and improve client satisfaction by addressing gaps in health coverage.

This approach also helps in building stronger relationships and fostering customer loyalty.

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Better Client Retention

With a wider range of products to meet different needs, clients are more likely to stay with you long-term, knowing you can adapt to their changing coverage requirements.
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Differentiation From Competitors

Offering a variety of ancillary products sets you apart, positioning you as a one-stop solution for clients' diverse coverage needs, and making you their preferred advisor.
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Year-Round Selling Potential

Ancillary products often have less seasonality, allowing you to sell and generate income throughout the year, regardless of traditional enrollment periods.
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3 simple steps to success

It all start with a portfolio review. Let PSM guide you in building the ideal mix of products tailored to your business needs.

1

Schedule a Portfolio Review

Let a knowledgeable marketer help you decide what you need based on your business needs.

 
2

Build Your Portfolio

Select the right mix of insurance plans to create a well rounded portfolio to fully cover your clients.
3

Serve Your Clients Better

With the right mix of products your ready to offer your clients complete peace of mind.
Schedule a Portfolio Review

Hear from Agents

“I’ve been with PSM for about 4 years now. With their selection of products, I can meet almost any client need, from Medicare to life insurance and beyond. Their marketing resources have also helped me stay ahead of the competition. I love knowing I have a team behind me who truly wants me to succeed.”

Jason Fairbanks, Agency Owner and PSM Partner

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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

*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.