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Spotlight Innovators

Specialty account jump start

The HBMS comprehensive training program begins immediately after a sales partner is approved to sell for the company.
Each representative receives a welcome kit, including the applications and addendums used for submitting new accounts.
Beam also reaches out to recruits personally to extend a "Welcome to HBMS" greeting and schedule the first training.

"We like to keep a boutique feel and give our new recruits a personal touch," said Beam. "We do one-on-one training with
all sales partners, and will even personalize the training around their office to give them the most value."

Beam lets the sales partner lead with what they need. "Many of our sales partners already know what they want or need
clarification on, so we gauge each call and personalize the answers," she explained.

Trainings include everything from packaging the application properly, to the submission process, to what the turn-around
expectations should be. In addition, the sales partner is taught to pair the right gateway with the account. Training on
residuals, reporting, and navigating the HBMS Partner Portal is also provided.

"We're able to view our sales partner's portal screen at the same time they do and that makes our one-on-one training
incredibly valuable," Beam continued. "With group trainings, you have to use fake information, but I can drill in and show
sales recruits how to view the bank account and other profile information."

The portal includes application submission and status details, as well as the merchant's profile, approved volume,
assigned gateway, and individual processing activity. The sales partner can also see residual activity and download
training materials. An online application will also soon be available through the portal.

Beam also works with members from independent sales organizations as they submit their first few applications, to
ensure they're comfortable with the process. "I want them to know I'm working for them as an inside advocate," she said.
"Everybody wants the applications approved as quickly as possible, so it's a valuable step to ensure there are no hiccups."

For more information on becoming a HBMS sales partner and to learn more about the Humboldt thought-leading business
model, please visit www.hbms.com or contact the team directly at 877-387-5642.

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