PSM Brokerage
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.
- Company typePrivate
- Founded2006
- HeadquartersAustin, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
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.
PSM Brokerage firmographics
Firmographics- 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
PSM Brokerage industry classification
Industry- 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
Where PSM Brokerage is headquartered
LocationHeadquarters
- HQ city
- Austin
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
PSM Brokerage business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- 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
PSM Brokerage product offering
Product offeringCore 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
Companies that use PSM Brokerage
Customer profileNamed customers7 records
Segments5 records
Ideal customer profiles3 records
PSM Brokerage technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature5 records
PSM Brokerage partnerships and signals
Strategic signalPartnerships
Ten partnerships are on record, tiered core.
- HumanacoreHumana is a major health insurance carrier partner providing Medicare Advantage and other health insurance products through PSM's network of independent agents.
- AnthemcoreAnthem is a key carrier partner offering Medicare and health insurance products distributed through PSM's agent network.
- AetnacoreAetna (CVS Health) is a major Medicare and health insurance carrier partner providing products through PSM's distribution channel.
- AllstatecoreAllstate provides Medicare and insurance products through the PSM agent network, expanding their distribution reach.
- AflaccoreAflac is a supplemental insurance carrier partner offering cancer, accident, and other supplemental insurance products through PSM agents.
- Mutual of OmahacoreMutual of Omaha provides Medicare Supplement and life insurance products distributed through PSM's agent network.
- CignacoreCigna is a Medicare and health insurance carrier partner providing products through PSM's independent agent distribution network.
- Devoted HealthcoreDevoted Health is a Medicare Advantage carrier partner offering plans distributed through PSM's agent network.
- AmbettercoreAmbetter (Centene) provides ACA health plans and Medicare products through PSM's agent distribution network.
- NationwidecoreNationwide is a diversified insurer providing Medicare and insurance products through PSM's agent network.
Scale indicators5 records
Recent moves6 records
Expansion highlights5 records
PSM Brokerage competitors and assessment
Company assessmentBroad 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
PSM Brokerage social profiles
Digital presencePSM Brokerage financial estimates
Financial estimateRevenue estimate
Valuation estimate
PSM Brokerage leadership team
Management profileNumber of profiles
PSM Brokerage funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
PSM Brokerage M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about PSM Brokerage
What does PSM Brokerage do?
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.
Is PSM Brokerage a public or private company?
PSM Brokerage is a private company. It is classified as unknown and is currently operating.
When was PSM Brokerage founded?
PSM Brokerage was founded in 2006. It employs 11 to 50 people.
Where is PSM Brokerage based?
PSM Brokerage is headquartered in Austin, United States, in the North America region.
How does PSM Brokerage make money?
One revenue line is on record: commission Overrides.
Who are PSM Brokerage's main competitors?
Broad incumbents on record are eHealth, Integrity Marketing Group, GoHealth and SelectQuote. Emerging players are Quotit Corporation and Medicareful. Direct peers are Ritter Insurance Marketing, Senior Market Sales (SMS), National Contracting Center and American Insurance Organization (AIO).
Does PSM Brokerage have an API?
No public API is recorded for PSM Brokerage.
What industry is PSM Brokerage in?
PSM Brokerage's product category is Insurance Brokerage / Field Marketing Organization (FMO). Its primary akta.pro industry code is FSAIAGAH, Medicare Plan Distribution & Brokerage (Captive, Independent, FMOs), with a secondary code of HDAEAFAG, Partner Relationship Management (PRM) & Channel CRM. Its NAICS code is 52421 and its SIC code is 6411.