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Empowering Agents with Knowledge and Resources

Welcome to our comprehensive suite of services tailored exclusively for insurance agents in the senior market. As a trusted partner in your success, we provide a range of invaluable resources to elevate your business. From seamless guidance on Medicare Advantage certifications to powerful enrollment tools, we ensure you have everything you need to thrive in this competitive landscape. 

Unlocking your true potential is our priority, which is why we offer industry-leading agent incentives and exclusive events to reward your hard work and dedication. Our agent resource guides equip you with the latest industry insights and strategies, while our professionally designed website resources give you a competitive edge in the digital landscape.


Medicare Advantage Certifications

To keep things simple, we have organized all the certification instructions and requirements for the carriers offered through PSM.

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Agent Incentives

We deeply value the hard work and dedication of our agents. Each year we extend our appreciation with great incentives and events.

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Professional Web Sites

Having a website is now a standard expectation for any business. For an agent, it's an effective tool to demonstrate your expertise, build trust, and generate quality leads.


Marketing Materials

PSM offers a full suite of creative services to our producing agents to help elevate your brand.

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Medicare Advantage Enrollment tools

Our technology platforms are designed to increase efficiency, eliminate redundancy and allow agents to focus on more sales!

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Agent Resource Guides

Our goal is to provide agents in the senior insurance market with the information they need to inform their most important business decisions.

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CRM Solutions

PSM is proud to partner with AgencyBloc to assist agents and agencies in organizing and making their business more efficient through automated solutions.

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E&O Insurance

PSM has partnered with CalSurance to provide our agents with some of the lowest premiums in the industry.

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YourFMO™ Enrollment Center Resources

The Enrollment Center is your competitive edge in the Medicare marketplace. Here you will find all the resources you need.

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Agent Medicare Training

At PSM we understand the importance of having the proper training. The more you know, the better you can serve your clients.

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Succession Planning

Succession planning is serious business that must be considered carefully. If you have any questions or would like some guidance, our dedicated team is here to help.

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Agent Benefits Program

PSM offers our agents cost-effective voluntary group coverage with comprehensive benefits.

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