2026 AEP Retention Campaign

Identify which clients need extra support this year. Spark’s AEP retention campaigns send needs assessments to your clients, helping you evaluate whether their current plans still meet their needs, while ensuring every client hears from you before AEP begins.

Key Dates and Deadlines

This year, choose from four campaign start dates throughout September. See their deadlines for submitting your book of business and confirming opt-ins. 

• Campaign Start Date: The date that the first email and postcard are sent to your clients. For those who do not configure a date, the default date is September 9th.
• Book of Business Upload Deadline: The final date to upload your book of business to Spark to participate in this campaign option. If you have not uploaded your book of business to Spark you can do so HERE.
• Configuration Deadline: The final date to configure your survey to participate in this campaign option. Configuration will be live in your Spark account on 8/13.

Set Up Steps

1. Update your Marketing Profile in your Spark account HERE. Your Spark marketing profile will be used to add the branding and contact information to your emails and postcards.
• If you need a headshot, let us know at support@sparkadvisors.com, and we’ll send instructions from our third-party vendor at no cost.
2. Upload your contacts to Spark.
• For Agents onboarding to the Spark platform, upload your book of business to your Spark account HERE.
3. Configure your campaign.
• COMING 8/13: You can select your start dates and configure your outbound surveys in your Spark account HERE. Below are details on specific touchpoints and configuration options.

Additional Best Practices

1. Mark your calendars.
• Once you have signed up and selected a start date, mark your calendars for each of the touchpoints in the campaign. You should expect some follow-up from your clients after emails and postcards are sent.
2. Give your clients a heads up.
• For best results, send a note to your clients and let them know to expect an email and postcard in September asking them for an update on their health needs.
3. Review your contact data for updates and opt-outs.
• See your Active Clients list in Spark HERE. The clients in this list will be eligible to receive retention campaigns given that they have:
• An active Medicare policy added to their Spark contact record
• A home or mailing address (to receive postcards)
• An email address (to receive email campaigns)
• If you have clients that you would like to opt out of receiving this campaign, follow the instructions HERE.

Engagements

We’re excited to offer multiple campaign start dates this year. Starting Wednesday, August 13, you’ll be able to choose your start date in your Spark account HERE. If you do not configure a date, the default start date is September 9th.

Spark will send a postcard and three emails to your clients. If a client completes the form, we will remove them from subsequent emails.

Needs Assessment

This year, we’re excited to bring configurable options to the beneficiary needs assessment experience. These will include:

• Required SOAs.
• Removing questions based on plan type.
• When the form is sent to your clients.

We’ll have more info on the beneficiary form experience coming soon.