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Dec 5, 2023 6:46 PM
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View our Client Retention program
Opt-in on your platform so your clients automatically receive the following engagements:
List of engagements
Want to get started with the client retention program? Ensure you’ve completed the following steps, and submit the form in step 4! We’ll follow up with confirmation.
- Ensure your book of business is uploaded into the Spark Platform
- Here’s a list of walkthroughs on how to pull your books from carrier sites.
- Be sure to include language preference, active policy info and client policy & prescription info in your uploads.
- Need some help? You can also sign up for our Book of Business Office Hours here.
- Once you have compiled your lists, upload them here.
- Update your marketing profile in the Spark platform
- The logo, branding, color palette, and agency info in your marketing profile will be used on all of your client engagements! You can complete this information here.
- Confirm that policy info has been entered for all of your clients
- Clients with “Active” MA, MAPD, PDP or MedSupp plans in their Spark contact profiles will be activated for the client retention program.
- Opt into the program directly from the platform
- Choose which engagements you want to opt into and activate directly in the Programs tab under Marketing.
Frequently Asked Questions
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