Client Retention Program

Spark Member Services starts with adding your contacts to the Spark Platform so that we can initiate personalized journeys for those members.

In the Spark Platform, members are defined as:

• Contact type = “Client”
• At least 1 "Active" Medicare policy (MA, MAPD, PDP, MedSupp); i.e. the plan is in-effect

In other words, when you (1) add a contact to the Spark Platform (2) set them as a "Client" and (3) create a policy whose effective date is before today, the automations will begin! If the effective date is in the future, the automations will begin the day that effective date is reached.

The reason we ask you to submit their policy information is that it enables us to personalize our outreach to them. We don't want to say the same thing to MAPD & Supplement clients!

Note that we'll help you bulk upload your client data during onboarding (see above).

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.).

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.

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