Logo
    Contact us
    [ARCHIVED] Spark Help Center (VISIT https://help.sparkadvisors.com/en/)
    [ARCHIVED] Spark Help Center (VISIT https://help.sparkadvisors.com/en/)
    Client Retention

    Client Retention

    Getting started

    About SparkAbout SparkAEP 2026AEP 2026Onboard to our platformOnboard to our platformLa Plataforma en EspañolLa Plataforma en EspañolSpark Support TeamsSpark Support Teams

    The Spark platform

    Platform FeaturesPlatform FeaturesQuote & EnrollQuote & EnrollMarketingMarketingClient ServicesClient ServicesClient RetentionClient RetentionRecord Your CallsRecord Your CallsPlatform ChangelogPlatform Changelog

    Back office

    Finance & CommissionsFinance & CommissionsContractingContractingComplianceCompliance

    Carrier Resources

    Contacts & EventsContacts & EventsPlans & InsightsPlans & InsightsAdditional MaterialsAdditional Materials

    Training

    Agent TrainingAgent TrainingLive trainingsLive trainings

    Client Retention Program

    Improve your client retention without lifting a finger! We'll send emails and postcards to your clients throughout the year – at no extra cost, and always in your brand.

    Opt-in on your platform so your clients automatically receive the following engagements:

    image

    Ready to get started?

    Opt into the program by navigating to Back Office and selecting the option under Client Retention.

    List of engagements

    Client Retention Engagements

    1: New Plan Enrollment1: New Plan Enrollment
    1: New Plan Enrollment
    2. AEP Retention Campaign2. AEP Retention Campaign
    2. AEP Retention Campaign
    3: Lifestyle Newsletter3
    3: Lifestyle Newsletter
    4: Birthday Cards (opt-in)4
    4: Birthday Cards (opt-in)
    Online Reviews (Opt-In)Online Reviews (Opt-In)
    Online Reviews (Opt-In)

    Frequently Asked Questions

    ‣
    How can I ensure my clients receive ongoing retention engagements?
    ‣
    Are the client retention engagements compliant?
    ‣
    What happens when a client churns or passes way?
    ‣
    Can I exclude individual clients from certain engagements?
    ‣
    Will I have visibility into the engagements that have been sent to my clients?
    ‣
    I have clients with life insurance policies. Do you do anything for them?
    ‣
    How can I pay my invoice for handwritten birthday cards?
    ‣
    I think I turned on Client Services but am not sure?
    ‣
    Is the Client Retention Program available in Spanish?

    ← Previous

    Add link here

    Next →

    Add link here

    • Client Retention Program
    • Ready to get started?
    • List of engagements
    • Frequently Asked Questions
    Logo

    support@sparkadvisors.com