A Click to Clarity Why You Need to Use This QR Code
... CONTINUED FROM COVER our industry. Fortunately, the government is getting better at narrowing in on the bad actors rather than casting a giant net over everyone else. Our industry is too valuable to too many people for it to be damaged by those who don’t do the right things to support it.
Here’s why you need to use our HQ QR code today: 1. Contracting (What plan do you need?) 2. Enrollment Tools
Of course, this newsletter also arrives at the start of certification/recertification season. Elsewhere in this issue, we have included a free best-practice guide to help you maximize your study time and organize your activities. Please take a moment to read our suggestions and formulate your best plan now for success in the exams. Also, we’re pleased to provide a $50 discount on AHIP testing for agents.
• HQ has a link to the HPM Shop. • HQ has a link to HealthSherpa.
3. Commission Tools 4. HQ Marketing
• Catalog (pre-approved, customizable CMS flyers) • Direct Mailer • Event Request Form to help market your event • Event Swag
Scan Me! AHIP Discount
We hope you make the most of this traditionally quiet time in our industry, and we’re always here to help you prepare for the rest of 2025. Success is in your hands, and we’re ready to help you every step of the way.
5. Learning
• Carrier Training • HPMu
• Monday Call Link • Training Calendar • Webinars 6. Resources to help you receive the latest updates on the industry 7. Spark Platform
HPM TRAINING CALENDAR —Justin Jacobs It’s never too late to learn! Please join us at these weekly and monthly HPM training events. (Note: All events are held in Eastern Standard Time.)
Also, look forward to the new HQ Lead Program — coming before AEP 2026! SCAN ME! HPM HQ 7 MARKETING STRATEGIES TO RETAIN YOUR MEDICARE AND ACA BOOK OF BUSINESS 1. EDUCATION-BASED MARKETING • Send monthly emails or newsletters with easy-to-understand updates. • Host short webinars or share one-minute tip videos (e.g., plan benefits and enrollment periods). • Invite your clients to bring a friend to your educational events. 2. MULTI-CHANNEL COMMUNICATION • Use email, phone, text, and mail based on client preference. • Automate appointment reminders and important plan notices. • Ensure your client has your phone number saved in their phone. 3. PERSONALIZED ANNUAL REVIEWS • Reach out proactively to review plans before AEP/OEP. • Use digital tools (HPM Shop or Health Sherpa) for simple comparisons. 4. CLIENT APPRECIATION CAMPAIGNS • Send birthday cards to all clients. • Reach out for all major holidays throughout the year. • Send a thank-you card after each meeting (text, email, postcard). 5. REFERRAL SYSTEM • Ask for referrals using compliant language (no cash or gifts). • Add a referral note in your email signature and newsletters. 6. STAY TOP OF MIND YEAR-ROUND • Stay consistent, share monthly health tips, discount ideas, or plan updates. • Send surveys before AEP to identify their needs. 7. CRM AND AUTOMATION • Use CRM to track renewal dates, communication, and client preferences. • Automate follow-ups and check-ins to avoid losing touch.
MONDAY 9 a.m.: “Monday Morning With Justin” and a Special Guest (Virtual) WEDNESDAY 9:30 a.m.: “Ask Al” (Virtual) FRIDAY 9:30 a.m.: “HPM Selling Tools With Tom Ryan” (Virtual) LAST THURSDAY OF EVERY MONTH Advisor Training (In-Person) Various locations around Orlando. Keep one foot in the field and one foot in the classroom! Challenge yourself to learn every week! Contact us at Support@AskHPM.com if you need specific training.
SCAN ME! Training Calendar
844-696-3975 • 3
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