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    YEAR OVER YEAR PRODUCTION - A comparison of your production numbers from this year compared to last year. You can move your cursor over each bar in the graph to see a breakdown of which plan types you have sold.

    Prospect Activity - A view of which stages your Prospects are.

    CONNECT -  Prospects with whom you haven’t made direct contact yet.

    NEEDS ANALYSIS - Prospects with whom you’ve made direct contact but need more information before you can enroll them into the right plan.

    PENDING ELIGIBILITY - Some of your prospects may not be quite ready to enroll, such as your T65 clients.

    ENROLLED - Clients that have completed their enrollment but haven’t reached the effective date yet.

    TOTAL CONTACTS - A total of all your Contacts saved in your Spark account.

    ACTIVE CLIENTS - The number of clients with active policy and past their effective date.

    CURRENT PROSPECTS - A total of prospects or leads not yet enrolled in a Medicare plan.

    Events

    REMINDERS TODAY - The number of Reminders that are scheduled for today.

    REMINDERS THIS WEEK - The number of Reminders for the next 7 days..

    UPCOMING BIRTHDAYS - List of active clients with birthdays in the next 30 days.

    PROSPECTS TURNING 65 - Prospects turning 65 in the next 6 months.

    SUPPORT REQUESTS

    ACTIVE REQUESTS - The total of support requests that are still being worked by Spark’s Client Services team.

    REQUESTS THIS YEAR - The total of support requests you’ve submitted this calendar year.

    CLIENT SATISFACTION - The current summary of your client’s satisfaction after working with our Client Services team.

    HOURS SAVED -

    A running total of hours of extra work your Spark platform has saved you.

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