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    Archived Guides

    Archived Guides

    Marketing Guides (outdated)

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    2023 AEP Marketing (outdated)2023 AEP Marketing (outdated)
    2023 AEP Marketing (outdated)
    Website
    Website
    Marketing Center
    Marketing Center
    Marketing Shop
    Marketing Shop

    Retail Opportunities

    To explore the retail carrier opportunities available to you check out the guides below.

    Walmart (Humana)Walmart (Humana)
    Walmart (Humana)
    Walgreens (Cigna)Walgreens (Cigna)
    Walgreens (Cigna)
    CVS (Aetna)CVS (Aetna)
    CVS (Aetna)
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    AEP 2024 Campaign

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    Training on Processing Survey Submissions

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    September 11, 2023: Direct Mail Postcard

    image
    image
    • 3 emails total
      • 1 survey sequence
      • 2 standalone emails
    image
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    September 18, 2023: First Email

    Subject line: How’s it going with your Medicare plan?

    Hi <client name>,

    It’s <agent name>, and I wanted to check in to see if there is anything you want to discuss about your current Medicare plan?

    My goal is to make sure you have the best possible coverage for your healthcare needs.

    Click below to let me know how you’re feeling about your current plan, so that I can make sure you’re making the most out of your coverage.

    <Button: Click Here>

    <Agent contact info>

    <link to calendar if non-null> Schedule time with me here

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    September 25, 2023: Second Email

    Subject line: It’s time to review your Medicare coverage

    Hi <client name>,

    As you know, your healthcare is my top concern.

    My job is to make sure you get the best of the best when it comes to Medicare coverage. Can you please take a few minutes to update all of your information, including any new prescriptions and providers?

    As always, feel free to reach out to me directly with any questions about your current plan.

    <Button: Click Here>

    <Agent contact info>

    <link to calendar if non-null> Schedule time with me here

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    October 2: Last Email

    Subject line: Are your prescriptions and doctors up to date?

    Hi <client name>,

    It’s time to update your prescription and provider info for your 2024 Medicare coverage. This year’s Annual Enrollment Period (AEP) is here, which means your coverage should automatically renew soon. Now is the time for us to connect to make sure that all your info is updated and that you’re making the most out of your plan.

    The next step for you is to click below to take a quick survey to let me know how you’re feeling about your current plan.

    And as always, I’m only a phone call away if you’d like to connect directly.

    <Button: Click Here>

    <Agent contact info>

    <link to calendar if non-null> Schedule time with me here

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    AEP Connect Email Drip Campaign

    This year we will be sending an email Drip Campaign to your prospects to help you set appointment. Learn more at the link below:

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    Intro video to the 2023 Survey Program

    Compliance (1)Compliance (1)Agent Training - Old
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    Special Programs/Retail

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    [ARHIVE] Walmart Program (2024)

    Last updated 7/29/24

    For Questions or Support concerning your Walmart Assignment

    HBHagentsupport@MarketPoint-brokerage.com

    877-230-3316

    Hours of Operation are as follows:

    Now until September 30th 9:00 am - 5:30 pm EST Monday - Friday

    October 1st – December 7th 8:00 am – 7:00 pm EST, Monday – Friday,

    During AEP - additional support on Saturdays 9 AM - 6 PM EST

    December 8th – December 31st 9:00 am - 5:30 pm EST Monday - Friday

    The MarketPoint Team supports all of the following:

    • Scheduling Issues
    • Applications
    • Ready to Sell appointments
    • Turnaround time on those resolutions 48/72 hrs (for carrier appointments)
    • Agent can't find account login
    • They must be assigned to a store to have access to an account
    • All that's offered for training gives them the rules and how to use Sunfire via video sessions

    The above issues specifically need to be supported by Marketpoint's team. Spark will not be able to manage any of these issues from our end.

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    Program requirements

    Important Information - PLEASE READ

    • Cost per store this year will be $1,000 per store & $100 per app written in the store. All costs this year will be the responsibility of the Agency or Agent.
      • To participate in the program; store costs must be paid up front along with a deposit equal to 75% of business written in the store the year prior (i.e. if the store is flagged as a "Spark" store". For new stores no deposit is required.)
      • More info on store payment will be provided.
    • Please list stores in preferential order.
    • Please only select stores you are willing to staff – If you receive a store, you cannot give it back.
    • Once store selections are finalized, we will email you again asking you to assign agents to the store(s) you receive.
    • Stores can be paid for with marketing co-op, if applicable.

    All applications are required to be written via the Walmart/Marketpoint Sunfire instance which exists outside of the Spark platform and therefore is not supported by Spark. We do not yet have instructions on how to receive support but will communicate when we do have answers.

    Agent Login Credentials:

    Your organizations agent Sunfire url is: https://sunfirematrix.com/app/agent/pfs

    User ID: Agent’s email

    Password: X#(AgentNPN)(first three letters of the last name)

    Please note: if the agent has a current Sunfire account their password will be their current password from their existing account.

    • If you have login issues, call ASU (Agent Support Unit) at 877-230-3316

    Link to this year’s agent training is:  https://www.brainshark.com/humana/vu?pi=zHbz12QuAZzZ8Qgz0

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    FAQ

    Who pays the $1,000 store fee?

    • All costs this year will be the responsibility of the Agency or Agent. You can use coop you receive to fund the store.

    When is the fee due?

    • Walmart has not shared specifically when fees are due. After you submit the request for the store, Walmart will notify us whether you have secured the store. We expect you will have to pay within a week to a month of securing the store based on past experience, but we do not know with certainty.

    Who pays the $100 enrollment fee and when? Is this a one-time payment or annual for the enrollment?

    • Walmart has shared no further details. We expect it is a 1x payment given the amount but we do not know with certainty.

    Who pays the 75% fee and when is it paid? When do we know what the cost is per store? Is it a refundable deposit?

    • Walmart has shared no further details. We would anticipate it is paid at the same time the store is secured.

    What are the hourly requirements?

    • Walmart has shared no further details. Last year the requirement was 20 hours per week.

    How many days per week are required?

    • Walmart has shared no further details. Last year the requirement was 20 hours per week with no specification of the number of days.

    What is the timeline for knowing when we will receive stores?

    • We will submit the request to Walmart on 8/1. We expect to hear back within a month of submission based on prior experience but Walmart has shared no further details.

    Do assignments / store payments apply to OEP?

    • Walmart has shared no further details. Based on last year’s experience, we expect Walmart to allow you to use the store during OEP for an additional fee.

    Can agents back out of stores? If so, what’s the deadline?

    • No. Once you submit, you should be ready to pay the store fee plus the deposit on prior-year business.

    Who do agents go to for questions on: RTS status in Sunfire, questions on store specifics, store escalations?

    • We will direct you to Humana’s brokerage HBHagentsupport@MarketPoint-brokerage.com; Spark does not provide direct support on Walmart’s program.

    How do we assign specific agents to stores that our agencies receive?

    • It is up to you in terms of how to assign stores.

    Can agency pay for store but agent pay for app?

    • You can set up a deal with the agent however you’d like. However, Walmart will accept payment from only 1 individual. My suggestion here would be to either (a) have the agent pay and reimburse them or (b) pay directly and have the agent reimburse you or take it out from their commissions or coop.
    💡
    Walmart Program Resources
    Welcome Email from Portal (1).pdf109.2KB
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    [ARCHIVE] Kroger Program (2024)

    Cost

    • Our agency partners are responsible for the full cost of the stores. Kroger is charging Spark upfront, and we'll deduct the cost from your co-op balance.

    Agent Selection

    • Agents must agree to staff the store the minimum 20 hours per week
    • Spark/Agents are responsible for providing their own kiosk materials, table and chairs

    In-Store Policies

    • Agents must dress in professional manner
    • This is not a cobranded agreement – and agents may not use the Kroger Co. family of marks and logos on their kiosks or materials
    • Agents will reach mutually agreeable location with store team prior to bringing and setting up a kiosk
    • Agents must stay within their kiosk space and not obstruct the flow of customer traffic
    • Agents may only display materials pertinent to this Medicare contract – they may not advertise or sell other products, or advertise other retailers
    • Agents should display their planned schedule on their kiosk, as well as inform the store teams weekly
    • Agents must comply to all CMS rules and applicable laws
    • Kroger reserves the right to remove agents from stores if there is non-compliance or if store conditions change