Automated Plan Exit Flagging (WIP)

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Plan Exit Flagging

Identify which client plans are about to be discounted directly in the platform because of plan cancellation or the carrier exiting the location.

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Please Note: Plan exit data via the Spark platform is currently limited to Humana, United Healthcare, and Cigna. As we get more carrier plan exit data, we will update this guide.

With the automated Plan Exit flag, you’ll be able to keep up to date for which clients need support getting set up on a new plan.

You can stay up to date on all your contacts that have made recent changes to their Medicare via the AEP survey, Needs Assessment, or that have a Plan Exit with the Contacts to Review quick filter.

Viewing Plan Exits in Platform

Activity Tab

You can go to your Activity tab to generate a list of Plan Exits that have been automated in the platform. You’ll change Created by to Spark and Activity type to Notes to view various exits.

Please note, this is an example of what your generated plan exits would look like. The current carriers that automate these notifications are Humana, United Healthcare, and Cigna.

Contacts Tab

You can get a better idea of any changes that have been made to your contacts’ profile via the Last Action column in the Contacts tab. If you want a filtered look, you can use the Contacts to Review quick filter. From there, you’ll see a list of clients that need to be reviewed and any potential plan exits as well.

Supporting a Client that has a Plan Exit

Once you’ve been notified that your client has a plan exit, you can work with them via the information you received from their AEP survey, or you can send them a Needs Assessment and SOA to gather additional details about their latest Medicare needs to help get them signed up for a new plan. Check out our walkthrough below to see some recommendations:

We recommend you ensure your notification preferences are correct in the platform. You can update them here and ensure you are notified about Notes created by Spark via email and SMS / text message. You will only receive updates on plan exits for contacts that you already have added to your Spark platform. If you need assistance with getting a list of contacts going through a plan exit, please reach out to the team at support@sparkadvisors.com.

Frequently Asked Questions

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Which carriers can I view Plan Exits for?

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Where can I see that my clients have a plan exit?

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What stage will my client be in if they have a Plan Exit?

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Can I filter specifically for plan exits?

Plan Exit Flagging
Viewing Plan Exits in Platform
Activity Tab
Contacts Tab
Supporting a Client that has a Plan Exit
Frequently Asked Questions