Getting started
About Spark
AEP 2026
Onboard to our platform
La Plataforma en Español
Spark Support TeamsThe Spark platform
Platform Features
Quote & Enroll
Marketing
Client Services
Client Retention
Record Your Calls
Platform ChangelogBack office
Finance & Commissions
Contracting
ComplianceCarrier Resources
Contacts & Events
Plans & Insights
Additional MaterialsTraining
Agent Training
Live trainingsOnboard to our Platform
Welcome to Spark! Here’s a step-by-step guide on how to get started with the Spark Platform. Once you have received an email from Spark, you can begin your onboarding process with getting started instructions.
Prefer not to read? Watch our quick welcome video.
1. Receive your invitation and instructions
Understand what to do once you receive your invitation
On your agency’s onboarding date, the Spark Agent Success team will be reaching out with important emails on how to get started with the Spark Platform.
If you have any questions concerning your onboarding date, please reach out to Spark’s Agent Success team at support@sparkadvisors.com.
2. Sign the terms of service & BAA
We prioritize transparency and compliance to give you and your clients peace of mind.
Spark Terms of Service
The Spark Terms of Service outline that you are the owner of your Spark account and the data that it holds. That means Spark will not use or repurpose any of the client data that is held in your account.
Business Associate Agreement (BAA)
The Business Associate Agreement describes how Spark receives, accesses, transmits, and stores your clients’ data, which is Protected Health Information (PHI) under HIPAA.
3. Import your client data
We aggregate, clean, and upload your client data for free so you have 1 place to manage all your clients. Adding your books of business is simple. Learn how to upload your contacts/book of business below.
Data Import Steps
Manually Adding Contacts
Sources
4. Build your marketing profile
We’ll use your marketing profile to create a website, Medicare101, and other marketing assets.
In order to take advantage of all of our features, we’ll ask you to upload your headshot, bio, logo, and color scheme during the platform onboarding experience. You can make changes at any time in the “Marketing” page in Platform. To read more about our complete marketing offering, please visit Marketing
5. Confirm your contracts
Review the carrier contracts you have under Spark today or are in the process of moving. You can manage all of your contracts from one place in the Carrier Contracts tab.
Why it’s important
In order for your quote & enroll tool to be activated, you must have at least 1 contract under Spark. While you can quote every plan, you may only enroll carriers that you have under Spark.
Read your next steps
Each contract has specific next steps associated with it unless you are ready-to-sell with that carrier under Spark. If you have questions, or are missing a contract, please notify us via the Platform.
You’ll find each carrier that you are in process of being contracted with, the status, and the last updated date. You can click Complete Contracting to get information on the next step. Once you’ve completed it, you can check the DONE box.
View more here on our Carrier Contracts page.
Additional Onboarding Information
You can use our Data Upload form if you have already completed your onboarding process and need to have extra contacts or additional information imported to the platform.
6. Needs Assessment
7. Scope of Appointment
8. Quote and Enroll - SunFire
9. Client Retention Program
10. Leveraging Client Services and Support
Have questions while going through the onboarding process? You can check out our Spark Support guide to get directed to the team you need.
- Onboard to our Platform
- 1. Receive your invitation and instructions
- 2. Sign the terms of service & BAA
- 3. Import your client data
- Data Import Steps
- Manually Adding Contacts
- Sources
- 4. Build your marketing profile
- 5. Confirm your contracts
- Why it’s important
- Read your next steps
- Additional Onboarding Information
- 6. Needs Assessment
- 7. Scope of Appointment
- 8. Quote and Enroll - SunFire
- 9. Client Retention Program
- 10. Leveraging Client Services and Support