Precision Senior Marketing

Founded in 2006, PSM is a full-service, national insurance marketing organization dedicated to recru

PSM Brokerage is a full-service Field Marketing Organization dedicated to meeting the distribution, marketing and administrative needs of independent insurance agents on a national scale. We work with service-oriented agents who are vested in educating the Senior Market to provide them with not only an array of unbiased, objective coverage options to be sure that they are properly insured, but als

08/18/2024
Assisting Clients with Understanding the Annual Notice of Coverage (ANOC) 08/16/2024

Assisting Clients with Understanding the Annual Notice of Coverage (ANOC). , , , , , ,

Assisting Clients with Understanding the Annual Notice of Coverage (ANOC) As an insurance agent, it's essential to guide your clients when they receive their Annual Notice of Coverage (ANOC) from their Medicare Advantage or Part D plan. The ANOC, typically sent out around September, details any changes to their coverage for the upcoming year.

Why Place Your Medicare Business With Precision Senior Marketing 08/15/2024

At PSM we offer the industry's leading carriers, with the highest attainable contracts, along with the tools, resources and incentives necessary to grow your business and succeed in a booming market. We look forward to working with you!

Why Place Your Medicare Business With Precision Senior Marketing At PSM, we offer the industry's leading carriers, with the highest attainable contracts, free tools/resources and agent incentives.

Agent Compliance Guide 08/14/2024

Staying compliant during AEP for Medicare sales is not only crucial for the reputation and integrity of your business but also for the well-being of Medicare beneficiaries. , , ,

Agent Compliance Guide Staying compliant during the Annual Enrollment Period (AEP) for Medicare sales is not only crucial for the reputation and integrity of your business but also for the well-being of Medicare beneficiaries.

7 Ways to Grow Your Insurance Business 08/13/2024

Let's talk about 7 ways to help grow your business. They aren't all that complicated, or expensive. They just aren't always used to their fullest effect. , , , ,

7 Ways to Grow Your Insurance Business Your business is either Growing or Shrinking. I'm sure you want yours to grow, and a big part of growing your business is keeping long term, happy customers. Happy customer = happy business.

Boost Your Sales in 2024: Discover Innovative Strategies for Selling Annuities 08/12/2024

In this competitive market, it's crucial to stay ahead of the curve. This is your go-to guide for unlocking the potential of annuity sales in the coming year. , , , ,

Boost Your Sales in 2024: Discover Innovative Strategies for Selling Annuities As we step into 2024, the landscape of annuity sales is evolving rapidly. Insurance agents are finding themselves at the crossroads of traditional methods and innovative strategies. In this competitive market, it's crucial to stay ahead of the curve. Whether you're a seasoned professional or new to....

08/11/2024

Still Relevant, after all these years.

Unlocking Referral Success: Strategic Networking with Healthcare Providers for Medicare Agents 08/09/2024

Here’s a guide to help you network successfully with healthcare providers and secure valuable referrals:
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Unlocking Referral Success: Strategic Networking with Healthcare Providers for Medicare Agents Networking with healthcare providers is a strategic approach for Medicare agents looking to expand their referral base. Effective networking can open doors to a steady stream of potential clients who trust their healthcare providers and may therefore trust the referrals they make

CMS Releases 2025 Medicare Part D Bid Information and Announces Premium Stabilization Demonstration 08/08/2024

CMS Released 2025 Medicare Part D Bid Info & Announces Premium Stabilization Demonstration.
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CMS Releases 2025 Medicare Part D Bid Information and Announces Premium Stabilization Demonstration CMS Releases 2025 Medicare Part D Bid Information and Announces Premium Stabilization Demonstration.

Benefits of Using a Client Needs Assessment Form 08/07/2024

Client Needs Assessment Form.
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Benefits of Using a Client Needs Assessment Form The assessment form allows insurance agents to gather comprehensive information about the client. This information is crucial for guiding clients towards the most suitable plans. With a clear understanding of the client's needs, insurance agents can recommend plans that align with the client's healt...

2025 Registration and Training for Marketplace Agents and Brokers 08/06/2024

Plan year 2025 Marketplace training is available in English and Spanish. , , , , , ,

2025 Registration and Training for Marketplace Agents and Brokers Registration and Training for Marketplace Agents and Brokers. Plan year 2025 Marketplace registration and training is now available for new and returning agents and brokers on the Marketplace Learning Management System (MLMS).

Best Practices for Hosting a Medicare Sales or Educational Event 08/05/2024

Looking to broaden your Medicare clientele? It's a great idea to think about organizing a Medicare Sales or Educational Event. , , , , ,

Best Practices for Hosting a Medicare Sales or Educational Event There are a lot of things to consider when holding a Medicare event, but don’t let that scare you away from them. They can be of great benefit to agents and attendees alike when done properly.

08/04/2024

Don't avoid the hard things

Upcoming Changes and Strategic Planning for AEP 08/03/2024

What's your AEP strategy?
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Upcoming Changes and Strategic Planning for AEP As we approach the Annual Enrollment Period (AEP), it’s crucial to stay informed about significant changes in the Medicare landscape. These changes, influenced by various market dynamics and regulatory adjustments, could impact your clients' plans and coverage. Here’s a comprehensive overview of...

New Medicare Guidance on Lowering Prescription Drug Costs 08/02/2024

The initiative aims to provide financial relief and prevent high upfront costs. , , , , , ,

New Medicare Guidance on Lowering Prescription Drug Costs The Biden-Harris Administration, through the Department of Health and Human Services (HHS) and the Centers for Medicare & Medicaid Services (CMS), has released the final part two guidance for the Medicare Prescription Payment Plan under the Inflation Reduction Act.

Video: Don't Make This Common PDP Enrollment Mistake 08/01/2024

We see this mistake happening all the time by agents out in the field and I want to make sure you know how to properly handle this situation with your client. , , , , ,

Video: Don't Make This Common PDP Enrollment Mistake So today we are going to talk about the difference between the enrollment election options you have on that Part D application you’re filling out with your client…specifically ‘New to Medicare’ versus a ‘Special Enrollment Period’, commonly referred to as an SEP.

Mutual of Omaha Med supp and Dental Cross Sell Bonus 07/31/2024

It's easy to cross-sell Med Supp and dental insurance using Mutual of Omaha's e-App storefront. , , , , , ,

Mutual of Omaha Med supp and Dental Cross Sell Bonus It's easy to cross-sell Med Supp and dental insurance using Mutual of Omaha's e-App storefront. They also make it super simple to apply for Med Supp and dental insurance coverage by only requiring one signature. Their new cross-sell bonus program will pay a cash bonus on each dental insurance policy...

How to Calculate the Part D Late Enrollment Penalty 07/30/2024

How much is the Part D penalty? The cost of the late enrollment penalty depends on how long you went without Part D or creditable prescription drug coverage. , , , , ,

How to Calculate the Part D Late Enrollment Penalty The late enrollment penalty is an amount that's permanently added to your Medicare drug coverage (Part D) premium. You may owe a late enrollment penalty if at any time after your Initial Enrollment Period is over, there's a period of 63 or more days in a row when you don't have Medicare drug coverag...

Unlock the Power of Emotional Intelligence - The Secret to Sales Success 07/29/2024

Emotional intelligence is directly related to resilience – our ability to engage with challenges, sustain performance, rebound quickly from adversity, and learn and grow from our experiences.

Unlock the Power of Emotional Intelligence - The Secret to Sales Success Emotional intelligence (EQ) is more important than ever because it is an essential skill for building strong relationships, managing stress, and achieving success both in personal and professional life.

Introducing LeadStar Seminars powered by LeadingResponse 07/26/2024

Their seminars are proven to produce more qualified prospects and more appointments for agents and advisors than online, broadcast, or social media advertising. , , , , ,

Introducing LeadStar Seminars powered by LeadingResponse Exclusively for LeadStar Partners – 20% Off Best in Class Seminars, Workshops, and Webinars for Medicare Agents and Financial Advisors that will Revolutionize Your Business. LeadStar Seminars powered by LeadingResponse can put you in front of highly qualified, motivated prospects. We have the ...

Why Agents Should be Selling Hospital Indemnity 07/25/2024

A Hospital Indemnity plan can help bridge the gaps left open from a Medicare Advantage Plan, by providing a direct cash benefit to the policyholder. , , , ,

Why Agents Should be Selling Hospital Indemnity Ask any successful Medicare Advantage producer what they are most likely to cross sell with every Medicare Advantage plan sold and you’ll likely hear the same response… Hospital Indemnity.

How To Scale Your Agency – A Guide For Insurance Agents 07/24/2024

By the end of this blog post, my aim is for you to have a deeper understanding of how you can effectively expand your agency and boost your productivity. , , , , ,

How To Scale Your Agency – A Guide For Insurance Agents I’m going to share with you the factors that the nation’s leading call centers and agencies focus on, to make sure they are running a successful business. My hope is that by the end of this video you’ll have a little more insight on how you can work towards scaling your agency.

Top 10 Marketing Ideas for Insurance Agents 07/23/2024

As an Insurance Agent, Marketing is one of the most important aspects of building your business. It is the engine that drives your brand, fuels your growth and maintains your company’s reputation.

Top 10 Marketing Ideas for Insurance Agents Marketing is one of the most important aspects of building your business. Here is our pick of the top 10 marketing ideas for Insurance Agents.

2025 Medicare Advantage Broker Compensation Rates 07/22/2024

Each year, CMS publishes the FMV amounts for initial and renewal compensation as well as referral fees. For 2025, the amounts are as follows:

2025 Medicare Advantage Broker Compensation Rates Each year, CMS publishes the FMV amounts for initial and renewal compensation as well as referral fees. The amounts are as follows:

“The best way to find yourself is to lose yourself in the service of others.” —Mahatma Gandhi 07/21/2024

https://www.passiton.com/inspirational-quotes/7077-the-best-way-to-find-yourself-is-to-lose

“The best way to find yourself is to lose yourself in the service of others.” —Mahatma Gandhi An inspirational quote by Mahatma Gandhi about the value of Volunteering: “The best way to find yourself is to lose yourself in the service of others.”

Part D Extra Help Program for Medicare Beneficiaries 07/20/2024

The Extra Help program is a federal initiative designed to assist Medicare beneficiaries with the costs associated with prescription drugs under Medicare Part D.
https://www.psmbrokerage.com/blog/part-d-extra-help-program-for-medicare-beneficiaries , , , ,

Part D Extra Help Program for Medicare Beneficiaries The Extra Help program is a federal initiative designed to assist Medicare beneficiaries with the costs associated with prescription drugs under Medicare Part D. This program, also known as the Low-Income Subsidy (LIS), offers several benefits.

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Our Story

Having the right partner is essential to success. We live and breathe this philosophy every day!

Our “Do the Right Thing” approach has helped PSM earn a reputation of being one of the most agent friendly FMO’s in the senior market. We also recognize that, in today’s ever-changing environment, being agent friendly is just not enough. Technology is reshaping our industry at an incredible rate so we have been hard at work developing tools and resources to help support and grow your business!

Choosing the right FMO partner is a much more important decision than it has been in the past. Is your current FMO committed to your success?

Our Proprietary Technology Solutions Include:

Videos (show all)

How To Scale Your Agency
Medicare 101 Presentation
Getting leads with LeadStar Marketplace
Having evidence in the form of 'social proof', supporting the fact that people like and trust you will go a long way tow...
Explaining the Part D Late Enrollment Penalty
Explaining the Part D Late Enrollment Penalty
Today we want to highlight an important feature of YourMedicareEnrollment Center(YMEC). The Text-to-Enroll featureSimpli...
Are you taking advantage of "The Security Question Signature Method"?
Check out this NEW and unique bundled Med Supp and Final Expense from American Home Life. Use the link in the comments f...
If you are a licensed agent offering Medicare Supplement plans you should be exploring the Dual Eligible/Special Needs P...
Introducing National General Medicare Supplement
How to Make an Upline Change

Address


11940 Jollyville Road Ste 200S
Austin, TX
78759

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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