PSM Brokerage

What PSM Brokerage does

PSM Brokerage (legally operated as Precision Senior Marketing, LLC) is a private insurance Field Marketing Organization (FMO) headquartered in Austin, Texas, that distributes Medicare, ACA, life, annuity, and ancillary insurance products on behalf of carrier partners through a national network of independent insurance agents. The company was founded in 2006 and operates with 11-50 employees while claiming a distribution base of more than 30,000 partnered agents across the United States. Its primary customer segment is independent Medicare-focused agents, with secondary segments in life and annuity, ACA, ancillary, and agency owners / call centers.

The company's core offering is a bundled platform that combines carrier access, agent technology, training, and marketing support. The technology layer is a cloud-based stack that includes a Compliant Leads platform, integrated enrollment platforms, CRM solutions, marketing automation, and referral management. The product portfolio spans Medicare Solutions (Medicare Advantage, Supplement, Part D), ACA Health Plans, Life Insurance, Annuities, and Ancillary products (dental, vision, hearing, hospital indemnity). Agent enablement is delivered through a structured three-path training curriculum (Path 1 for new agents, Path 2 for growth, Path 3 for agency builders), an in-house Marketing Hub providing design and creative services, an "AI for Insurance Agents" workflow module, and PSM Alerts SMS notifications. Carrier partnerships include Humana, Anthem, Aetna, Allstate, Aflac, Mutual of Omaha, Cigna, Devoted Health, Ambetter, and Nationwide.

PSM generates revenue primarily through commission overrides earned from carriers on policies written by its contracted agents — a recurring model tied to agent production and policy renewals. The company does not charge agents upfront fees for platform access, contracting, training, or technology, aligning its monetization to downstream placement volume. The go-to-market motion is sales-led: agents initiate contracting through the PSM website, are supported by dedicated marketing experts, and are cultivated through digital marketing, partnerships, content, and the Insurance Producers Guild podcast. There is no disclosed external funding, and the entity appears to be founder or management-owned under Florida governing law.

Name

PSM Brokerage

Legal name

Precision Senior Marketing, LLC

Website

https://psmbrokerage.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

11–50 employees

Short description

PSM Brokerage is a private insurance Field Marketing Organization (FMO) providing independent agents carrier access, enrollment technology, CRM, marketing automation, training, and AI-enabled tools across Medicare, ACA, life, annuity, and ancillary product lines.

Ownership category

akta.pro rank

Product category

Insurance Brokerage / Field Marketing Organization (FMO)

NAICS

Insurance Agencies and Brokerages (52421), Agencies, Brokerages, and Other Insurance Related Activities (5242)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Medicare Plan Distribution & Brokerage (Captive, Independent, FMOs) (FSAIAGAH)

akta.pro secondary industry

Partner Relationship Management (PRM) & Channel CRM (HDAEAFAG)

Keywords

• Insurance brokerage services
• Medicare insurance distribution
• Field marketing organization
• Agent training platform
• Insurance lead generation

Headquarters

HQ city

Austin

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Commission Overrides: As an FMO, PSM Brokerage earns commission overrides from insurance carriers based on the volume of business written by their contracted agents. Agents receive competitive compensation while PSM earns a percentage as the managing broker. This is a recurring revenue model tied to agent production and renewal business.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

PSM Brokerage is a national insurance Field Marketing Organization (FMO) that contracts with independent insurance agents and provides them with carrier access, an integrated technology platform (compliant leads, enrollment, CRM, marketing automation, referral management), structured training, marketing support, and compliance infrastructure. Agents use these resources to sell Medicare, ACA, life insurance, annuity, and ancillary products to consumers, while PSM earns commission overrides from carrier partners.

Product overview

PSM Brokerage is a modern insurance Field Marketing Organization (FMO) offering a unified platform combining mentorship, marketing technology, and compliance-first support for Medicare and healthcare agents. The core product portfolio includes Medicare Solutions, ACA Health Plans, Life Insurance, Annuities, and Ancillary products distributed through carrier partnerships. The technology platform provides Compliant Leads, Enrollment Platforms, CRM Solutions, Marketing Automation, and Referral Management tools. Agent support is enhanced through structured training programs (Path 1, 2, and 3 curricula), a Marketing Hub with in-house design services, AI-powered agent tools, and PSM Alerts SMS notifications.

Differentiator

Problem solved

Functional benefit

Brands

• Insurance Producers Guild: A strategic podcast for insurance professionals focused on Medicare, ACA, life insurance, and the evolving insurance landscape.

Products and services

• Medicare Solutions Medicare insurance products including Medicare Advantage, Supplement, and Part D plans distributed through carrier partnerships (Humana, Anthem, Aetna, Cigna, Devoted, and others), offered to contracted independent agents for sale to senior consumers.
• ACA Health Plans Affordable Care Act health insurance plans for the under-65 market, distributed through carrier partnerships (including Ambetter) to provide contracted agents with year-round revenue opportunities beyond Medicare seasonal windows.
• Life Insurance Life insurance products including term and final expense policies distributed through carrier partners such as Mutual of Omaha and Allstate, positioned as a natural cross-sell for Medicare clients.
• Annuities Annuity products for retirement planning offered as an additional product line for contracted agents to expand into year-round revenue.
• Ancillary Insurance Products Supplemental insurance products including dental, vision, hearing, and hospital indemnity coverage distributed through carrier partners (including Aflac) to supplement Medicare coverage and enhance client value.
• Compliant Leads Platform Exclusive lead generation system providing compliant Medicare leads to contracted insurance agents for client acquisition and retention, with 63% of agents using exclusive lead vendors reporting increased acquisition and retention.
• Enrollment Platforms Integrated quoting and enrollment technology providing free access to Medicare enrollment, carrier portals, and application submission tools that simplify the insurance sales workflow for contracted agents.
• CRM Solutions Customer relationship management system designed for insurance agents to track leads, clients, renewals, and policy information across their book of business.
• Marketing Automation Automated marketing tools providing flyers, mailers, ad creative, email sequences, drip campaigns, and follow-up workflows to help agents boost client acquisition and retention.
• Referral Management System for capturing, tracking, and managing referrals from existing clients and professional networks throughout the insurance sales process.
• Agent Training Programs (Path 1, Path 2, Path 3) Structured free training curriculum with three video-based learning paths: Path 1 (33-video curriculum for new agents covering licensing, Medicare basics, sales conversations, objection handling, and lead generation), Path 2 (7-track curriculum focused on consistent production, cross-selling, and business numbers), and Path 3 (8-track curriculum for agency builders covering hiring, automation, AI, paid advertising, and agency finance).
• Marketing Hub In-house marketing support service providing flyers, mailers, ad creative, and professional marketing assistance to help contracted agents build their brand and grow their insurance business.

Quantifiable outcome

• 63% of agents using exclusive lead vendors saw an increase in client acquisition and retention
• +2 more outcomes

Named customers7 records

Segments5 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Ten partnerships are on record, tiered core.

• HumanacoreChannel Partner/ Reseller/ DistributorHumana is a major health insurance carrier partner providing Medicare Advantage and other health insurance products through PSM's network of independent agents.
• AnthemcoreChannel Partner/ Reseller/ DistributorAnthem is a key carrier partner offering Medicare and health insurance products distributed through PSM's agent network.
• AetnacoreChannel Partner/ Reseller/ DistributorAetna (CVS Health) is a major Medicare and health insurance carrier partner providing products through PSM's distribution channel.
• AllstatecoreChannel Partner/ Reseller/ DistributorAllstate provides Medicare and insurance products through the PSM agent network, expanding their distribution reach.
• AflaccoreChannel Partner/ Reseller/ DistributorAflac is a supplemental insurance carrier partner offering cancer, accident, and other supplemental insurance products through PSM agents.
• Mutual of OmahacoreChannel Partner/ Reseller/ DistributorMutual of Omaha provides Medicare Supplement and life insurance products distributed through PSM's agent network.
• CignacoreChannel Partner/ Reseller/ DistributorCigna is a Medicare and health insurance carrier partner providing products through PSM's independent agent distribution network.
• Devoted HealthcoreChannel Partner/ Reseller/ DistributorDevoted Health is a Medicare Advantage carrier partner offering plans distributed through PSM's agent network.
• AmbettercoreChannel Partner/ Reseller/ DistributorAmbetter (Centene) provides ACA health plans and Medicare products through PSM's agent distribution network.
• NationwidecoreChannel Partner/ Reseller/ DistributorNationwide is a diversified insurer providing Medicare and insurance products through PSM's agent network.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• eHealth: eHealth is a major online health insurance marketplace offering Medicare, ACA, and ancillary plans — competes indirectly with PSM's distribution model and overlaps in Medicare product focus.
• Integrity Marketing Group: Integrity is a large, publicly visible insurance distribution and FMO consolidator owning multiple FMOs and serving senior-market, life, and health products through independent agents — a much larger incumbent competing for the same agent pool and carrier relationships as PSM.
• GoHealth: GoHealth is a Medicare-focused health insurance marketplace and distribution platform using proprietary technology to connect consumers with carriers — a tech-enabled incumbent competing for Medicare distribution share that PSM serves through its agent network.
• SelectQuote: SelectQuote is a large senior-market insurance distribution company specializing in Medicare and life insurance via employed and contracted agents — operates at much larger scale in the same Medicare distribution space as PSM's agent channel.

Emerging players

• Quotit Corporation: Quotit provides insurance quoting and enrollment technology to agents and agencies — overlaps with PSM's enrollment and quoting platform components for Medicare and health distribution.
• Medicareful: Medicareful is a tech platform purpose-built for Medicare insurance agents, providing CRM, enrollment, and marketing tools — a more narrowly focused emerging competitor to the technology layer of PSM's platform.

Direct peers

• Ritter Insurance Marketing: Ritter Insurance Marketing is a national FMO that provides independent insurance agents with carrier appointments, marketing, technology, and training across Medicare, life, and ancillary products — directly comparable to PSM's FMO business model and Medicare focus.
• Senior Market Sales (SMS): Senior Market Sales is a leading FMO serving independent agents with Medicare, life, and annuity products, plus back-office technology and training — a near-direct peer in FMO distribution, carrier breadth, and senior-market focus.
• National Contracting Center: National Contracting Center is an FMO providing independent agents with carrier appointments and back-office support for Medicare and ancillary products — comparable to PSM in FMO service model and target audience.
• American Insurance Organization (AIO): AIO is an FMO offering Medicare, ACA, life, and annuity carrier access to independent agents along with marketing and training support — a direct comparable in FMO services and senior-market distribution.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/psmbrokerage
• YouTubeyoutube.com/psmbrokerage
• Facebookfacebook.com/psmbrokerage
• LinkedInlinkedin.com/company/psm-brokerage

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about PSM Brokerage