📈

Contracting Page - Agent View

Getting started

About Spark

AEP 2026

Onboard to our platform

La Plataforma en Español

The Spark platform

Back office

Finance & Commissions

Carrier Resources

Training

Overview

Spark is introducing a new Kanban-style view to help you more easily track the progress of your carrier contracts. This new layout replaces the traditional Carrier Contracts grid and provides a clear, visual way to see where each contract stands, especially what needs your attention.

How It Works

To see the new contracts view, navigate to Back office and click on View carrier contracts under Carrier contracts.

Contracts are now organized into intuitive columns based on their status:

Active Contracts

Needs Action: contracts requiring agent input.
Pending: Carrier, Spark, or upline in process (no action needed).
Ready to Sell: Contracts that are fully completed

Inactive Contracts

Appear on a separate tab.

Expired
No Longer Contracted
No Longer Interested

Key Features

The updated layout is built to help you understand what actions are needed and where each contract stands. Here’s what to expect:

Inline Action Prompts

Each contract includes clear, actionable instructions—like Complete Certifications—so you always know your next step.

Status Timers (Time in Status)

For contracts in the Needs Action column, color indicators highlight how long a contract has been awaiting action:

Orange = waiting 7+ days
Red = waiting 14+ days

Prioritized Sorting

Contracts in the Needs Action column are sorted by how long they’ve been pending, with the oldest shown first.

Contract Tags

View important details, such as:

Contract Type: New or Transfer
Level: Individual or Corporate
Transfer Date
Writing Number

Reminders

If a contract has stayed in Needs Action for more than 14 days, you’ll receive a reminder via email or SMS.

Overview
How It Works
Active Contracts
Inactive Contracts
Key Features
Inline Action Prompts
Status Timers (Time in Status)
Prioritized Sorting
Contract Tags
Reminders