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    [ARCHIVED] Spark Help Center (VISIT https://help.sparkadvisors.com/en/)
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    Contracting Page - Agent View

    Getting started

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    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

    image
    • 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.

    image
    • 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.

    image

    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
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    support@sparkadvisors.com