A CLICK TO CLARITY Why You Need to Use This QR Code
Here’s why you need to use our HQ QR code today: 1. Contracting (What plan do you need?) 2. Enrollment Tools
• 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
Beyond the Boom BUILD SUCCESS AFTER THE BUSY SEASON
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 Also, look forward to the new HQ Lead Program coming before AEP 2026!
SCAN ME! HPM HQ
Busy seasons don’t last unless you let them.
Even as the last three months of 2025 bring plenty of work, top-producing agents may still have free time when the Annual Enrollment Period (AEP) ends. After taking well-earned time to breathe, you can use these welcome windows of opportunity to build your book of business further. Here are three ways to use downtime to develop more sales. Start at the start. If you’re fortunate enough to find open spaces in your calendar toward the end of the year, calling all your clients again couldn’t hurt. If a client expresses how satisfied they are with the great work you did for them, ask for a referral. If you offer to review a client’s plan in person, ask if they can bring along a friend. Maintaining a satisfied client base creates a greater network for new leads, as your clients are apt to recommend you to people they know if you’ve done a great job. Tweak your 12-month plan. Although specific times are busier than others, successful agents understand that selling is a year-round responsibility. If you start seeing daylight at the end of a particularly demanding period, use that time to visit with physicians who may have leads for you. You should also consider embracing your community more and checking around for neighborhood events to attend. There’s never a shortage of fairs, festivals, holiday events, and other gatherings that can place you in direct contact with new clients to serve. An afternoon or evening spent strolling through a local spot and informing people there’s still time for you to help them with their insurance needs can be infinitely more effective than calling folks from your office phone. Let us lift you. Numbers don’t lie, and HPM’s recordkeeping indicates that agents who use our services — from our AEP survey reporting to our Customer Relationship Management (CRM) system — move through their book of business more efficiently during Q4. Please contact us today for guidance and support in clearing your current workload faster and securing more business than ever before.
HPM TRAINING CALENDAR 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.)
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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