Getting started
The Spark platform
Back office
Carrier Resources
Training
Agency Principal Platform Features
This resource is designed to provide Agency Principals with a clear and comprehensive understanding of how the Spark platform can support and enhance agency operations. This outline serves as a roadmap, offering a deeper dive into specific features, ensuring Agency Principals have comprehensive information at their fingertips to kickstart their journey and fully leverage the capabilities of the Spark platform. From an Agency Principal perspective, you’ll have your own account that has access to features unavailable to downlines.
Reporting
Marketing
Co-op balance and reimbursements
Co-op balance and reimbursements
Marketing Center
Marketing Center
White-labeling
Tips:
- The right-bar pulls from the headers in this page. Make sure your headers are appearing
- Generally keep to one page rather than a series of short pages since agents can skip using the right bar
- Speak to the agent. Use “your” and “you” and not “the agent”
- You do not need to include the “reach out to support@sparkadvisors.com” on the book of pages. There is a “contact us” button automatically displayed
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