2026 AEP Kickoff

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AEP 2026

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2026 AEP Kickoff

We recently held our AEP Kickoff, covering the key industry trends that agents need to know and new features in Spark that will help them succeed. If you missed the session, check out the replay and the presentation here:

View the slides here.

Q&A

Agents asked so many great questions during the Q&A that we couldn’t get to them all. Here are the answers to the top questions we received:

Plan Cheatsheets

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How can I access the cheatsheet tool?

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What’s the best way to use the tool?

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Will the tool show which plans are not commissionable?

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Can you filter the results to only show 2, 3 or 4 plan options to clients?

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How will we be able to select the plans we are interested in?

Sources

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How do I access the Sources tool?

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How do I generate my personalized QR code? Can I link it to my Calendly?

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Can we email a link to our clients instead of using a QR code?

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Is the QR code compliant for use at an educational event?

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Can the QR code be translated to any other language besides English and Spanish?

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Can the QR code be added to a social media post?

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Is the completion of the needs assessment optional for the prospect?

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Does the needs assessment specifically ask for PCP and specialists? Does it ask clients to specify their specialty?

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Can the person return to the needs assessment if they close the SOA? At a table event, prospects may not be able to do the needs assessment.

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Are the needs assessment and SOA the same as the ones in the AEP retention campaign?

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Is there a way to bulk email the SOA to my book?

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Can you please confirm that Spark does not sell uploaded client data to another party?

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Can Spark be integrated with GoHighLevel to run marketing campaigns?

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Does Spark offer a personal URL for a client to self-enroll?

AI Assistant

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When will the AI Assistant start working?

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How often does the AI Assistant update?

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Can you only use the AI if you’ve opted into the AEP retention campaign?

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Can we upload the book of business and client info at any given time throughout the year? Is it basically just file dropping and mapping the fields?

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Will the AI Assistant clean up my entire book if I upload it to Spark, including contacts who were with me before I joined Spark and didn’t enroll through the platform?

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If we sign the client up on the carrier website, do we need to create a client profile with the plan attached in Spark so we get all the updated information on them?

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Will the AI Assistant monitor all plan exits?

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Will you be advising us which clients are on plans that are being crosswalked or terminated?

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Will we be able to see who disenrolled?

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Will the AI Assistant flag and delete dupes?

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Will the AI Assistant help with tracking commissions?

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Will the AI Assistant be available in the LOA portal?

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I have 1000+ ACA members, and am having issues keeping track of turning-65 members. Any suggestions?

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Is the AI Assistant free of charge to us?

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Will the AI Assistant be able to sort by company?

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Can we use Spark to bring up a side-by-side comparison of the client's 2025 plan to the chosen 2026 plan?

Client Services

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Is there a limit on the number of customer service requests?

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What is the recommended process regarding Client Services? Should I log the support request in Spark or have the client contact the customer support center directly?

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Can Client Services help my clients fill out Medicaid or food stamp applications?

AEP Retention Campaign

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How does the AEP retention campaign work?

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How do we run the AEP retention campaign?

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How do we know if we opted into the campaign?

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Can we still manually update client information for the Sep. 23 AEP retention campaign?

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Can I see the number of clients who have responded to the campaign?

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Can we remove a client from the drip if they called and gave us the information?

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What if you add a client after the campaign starts? Will they be added to the next email?

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Does Spark continue to send emails if clients have already completed the assessment?

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Will the campaign automatically send an SOA, in addition to the needs assessment?

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Can we print the Needs Assessment for those who do not have email?

2026 AEP Kickoff
Q&A
Plan Cheatsheets
Sources
AI Assistant
Client Services
AEP Retention Campaign