Retention begins by adding your contacts to the Spark Platform, where we initiate personalized journeys for your clients.

To trigger automations, a member must meet the following criteria in the Spark Platform:

• Contact type = “Client”
• At least one active Medicare policy (MA, MAPD, PDP, Medicare Supplement) that is currently in effect; i.e. the effective date is today’s date or earlier
• Language preference = English or Spanish (Clients with other language preferences will not receive engagements to respect their preferences.)

Simply add a contact to the platform along with an active policy.

Automations will start immediately for policies in effect, or on the policy’s effective date if it's a future-effective date.

Note: We assist with bulk uploading your client data during onboarding (see details here).

Yes! We make sure the materials going out to your clients are compliant. We follow the same checklist that’s required for any Medicare material (see Compliance). Our materials are educational only, with no reference to specific carriers, and they adhere to disclaimer, agent titles, and email-unsubscribe requirements. And if your client is in California, we will add your license number to the materials.

Clients marked Churned or Deceased will have all of their active policies marked inactive and will no longer receive engagements from the Client Retention Program.

Yes! Each individual contact in Spark has a “Contact Preferences” section. In this section you can opt-out individual clients based on engagement type (postcard, email, etc.) or campaign type (Birthday Cards, Plan Enrollment, etc.). You can find the Edit Contact Preferences section by clicking the blue dropdown arrow next to Edit contact on the respective contact’s page:

Of course! You can stay informed using the “Activity” feed and client “Contact History”

Client Retention engagements are designed exclusively for clients with an active Medicare Advantage or Medicare Supplement policy. If your client only has a life insurance policy or an ancillary benefit plan (e.g. dental, vision, hearing, etc.), they will not receive Member Services.

Handwritten birthday cards are provided to agents at costs and are $2.50 per card. We bill for this service quarterly and the invoices are generally set around the 15th of the month following a quarter end.

Quarterly invoices are sent via email from finance@sparkadvisors.com and can be paid electronically. Here’s a walkthrough on how to pay your invoice.

If you are unsure if your contacts are receiving client retention engagements, the first place to check is the Activity Feed in your Spark account. Here, you’ll see any engagements that have been routed to your clients. If you have checked and are still unsure, feel free to reach out to our team at support@sparkadvisors.com, and we’ll confirm!

Yes! As long as your client’s preferred language is set to Spanish, they will receive the communications and engagements in Spanish. You can go here to learn more about changing a client’s preferred language.