Agency Principal Features

Getting started

About Spark

AEP 2026

Onboard to our platform

La Plataforma en Español

Spark Support Teams

The Spark platform

Platform Features

Quote & Enroll

Marketing

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Client Retention

Record Your Calls

Platform Changelog

Back office

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Contracting

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Carrier Resources

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Additional Materials

Training

Agent Training

Live trainings

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

Reporting data that gives insight into operational activities and agent metrics.

Agents

Agents

Dashboard

Dashboard

Production

Production

Marketing

Co-op and marketing assets

Co-op balance and reimbursements

Co-op balance and reimbursements

Marketing Center

Marketing Center

Marketing Guides

Marketing Guides

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

To create a call-to-action button: bold and add a link to the text

• Agency Principal Platform Features
• Reporting
• Marketing
• White-labeling