Getting started

About Spark

AEP 2026

Onboard to our platform

La Plataforma en Español

Spark Support Teams

The Spark platform

Platform Features

Quote & Enroll

Marketing

Client Services

Client Retention

Record Your Calls

Platform Changelog

Back office

Finance & Commissions

Contracting

Compliance

Carrier Resources

Contacts & Events

Plans & Insights

Additional Materials

Training

Agent Training

Live trainings

Onboard to our Platform

Welcome to Spark! Here’s a step-by-step guide on how to get started with the Spark Platform. Once you have received an email from Spark, you can begin your onboarding process with getting started instructions.

Prefer not to read? Watch our quick welcome video.

1. Receive your invitation and instructions

Understand what to do once you receive your invitation

On your agency’s onboarding date, the Spark Agent Success team will be reaching out with important emails on how to get started with the Spark Platform.

If you have any questions concerning your onboarding date, please reach out to Spark’s Agent Success team at support@sparkadvisors.com.

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Invitation to the Spark Platform

You’ll receive an email inviting you to create your account in the Spark Platform. You’ll be asked to create a password and then you’ll be in!

The email will come from support@sparkadvisors.com. If you are having any trouble locating it, check your Spam folder.

2. Sign the terms of service & BAA

We prioritize transparency and compliance to give you and your clients peace of mind.

Spark Terms of Service

The Spark Terms of Service outline that you are the owner of your Spark account and the data that it holds. That means Spark will not use or repurpose any of the client data that is held in your account.

Business Associate Agreement (BAA)

The Business Associate Agreement describes how Spark receives, accesses, transmits, and stores your clients’ data, which is Protected Health Information (PHI) under HIPAA.

3. Import your client data

We aggregate, clean, and upload your client data for free so you have 1 place to manage all your clients. Adding your books of business is simple. Learn how to upload your contacts/book of business below.

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Data Import Steps

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Step 1: Download your book of business/contacts.

• Carrier Portals: export your data from your carrier portals. We have walkthroughs HERE.
• Third Party CRM: if you already use a CRM, you can export the data and share with us. Please use the template below.
Data Import Template81.3KB

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Step 2: Upload your book of business/contacts to Spark

You’ll upload the contacts by clicking “Add file” directly under the Contacts tab.

• If you have already uploaded your book of business and have NEW clients to add to your account, complete the upload form HERE.
• If your contacts are not uploaded before the 8/16 deadline, they will not receive the AEP Retention Survey campaign.

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Step 3: We’ll take it from here!

• The Spark data team will get to work merging your client files and importing them into your Spark account. This process typically takes 5 business days to complete. We’ll reach out to you via email if we have any questions about your data!

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Our policies

• We offer 1x upload & consolidation of up to 15 carrier/CRM reports. Make sure to upload all reports you want us to consolidate.
• You must ensure the data is complete. Spark will conduct an initial audit of the data and will confirm whether you intended to omit critical information, such as MBI numbers, date-of-birth, policy information, etc.
• You must provide the data from your CRM, excel, csv, carrier sites, and quoting tools (e.g. Sunfire, Connecture). We have extensive walkthroughs and training sessions to support you.
• If you require Spark to export data on your behalf, or have follow-up work after the initial upload, Spark can support additional data export and change-corrections at the rate of $50 per hour.
• We cannot support additional fields (e.g. medications, providers) beyond what is included in the data import template above. You will be able to add that data manually after the import is complete.

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Manually Adding Contacts

You can add contacts manually by going to the add contacts tab HERE. You’ll also see the head and shoulders icon throughout various pages of the platform. Clicking that will bring you directly to the add contacts page as well

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Sources

With Sources, you can create a digital permission to contact form. After contacts have added their information, they will be added directly to your book of business in Spark. You’ll find the Sources feature in Marketing → Sources tab.

Guide to create sources for generating leads

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How are Sources helpful?

You can generate QR codes and links with Sources for the following:

• Educational packets
• Flyers for retail events
• Business cards
• Flyers for your provider partners
• Postcard lead campaigns

4. Build your marketing profile

We’ll use your marketing profile to create a website, Medicare101, and other marketing assets.

In order to take advantage of all of our features, we’ll ask you to upload your headshot, bio, logo, and color scheme during the platform onboarding experience. You can make changes at any time in the “Marketing” page in Platform. To read more about our complete marketing offering, please visit Marketing

5. Confirm your contracts

Review the carrier contracts you have under Spark today or are in the process of moving. You can manage all of your contracts from one place in the Carrier Contracts tab.

Why it’s important

In order for your quote & enroll tool to be activated, you must have at least 1 contract under Spark. While you can quote every plan, you may only enroll carriers that you have under Spark.

Read your next steps

Each contract has specific next steps associated with it unless you are ready-to-sell with that carrier under Spark. If you have questions, or are missing a contract, please notify us via the Platform.

You’ll find each carrier that you are in process of being contracted with, the status, and the last updated date. You can click Complete Contracting to get information on the next step. Once you’ve completed it, you can check the DONE box.

View more here on our Carrier Contracts page.

Additional Onboarding Information

You can use our Data Upload form if you have already completed your onboarding process and need to have extra contacts or additional information imported to the platform.

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6. Needs Assessment

Gather information via a digital survey with our platform’s Needs Assessment, also known as a Needs Analysis. You can send the Needs Assessments from two locations within the contact’s page.

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Sending a Needs Assessment for Prospects

Spark Needs Assessment Questions - Prospects.pdf39.3KB

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Please note that Needs Assessments are personalized per contact so they can not be used for mass communications

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7. Scope of Appointment

CMS has re-implemented the 48-hour rule between Scope of Appointment (SOA) and agents meeting with beneficiaries. There are exceptions for walk-ins and during the end of both the Annual Enrollment Period (AEP) and Open Enrollment Period (OEP). According to CMS, SOAs are only valid for twelve months after a beneficiary has signed.

SOA Compliance Rules

You’re able to send a digital SOA outlining the specific topics for the meeting you and your contact are going to have. CMS has re-implemented the 48-hour rule between Scope of Appointment (SOA) and agents meeting with beneficiaries.

Generic Scope of Appointment

Generic SOA (Scope of appointment).pdf48.6KB

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8. Quote and Enroll - SunFire

There’s additional training on SunFire and you can read through our Guide to Quote and Enroll for all our resources.

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Please note there is roughly a 5 business day turnaround from when you are confirmed as Ready to Sell and when you can expect to receive your Sunfire account.

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Get Started with Spark Quote and Enroll Walkthrough

Once your contact has been created click "Quote and Enroll" in the contact details page. Next click "Launch Sunfire" and you'll be taken into a quote for your new contact!

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9. 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. This is completely optional.

Activating the Client Retention Program

Activate the Client Retention Program under the Programs tab under Marketing. Once you have opted into the program, you can view each item that you have opted into with a checkmark.

Please note that the birthday cards are $2.50/card and you will be billed quarterly.

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10. Leveraging Client Services and Support

We know your contacts sometimes need assistance with things like billing, scheduling appointments, or searching for a provider. With our Support request feature, you can have the Client Services Team act as an extension of your support team.

Your active clients can reach out to Clients Services Team via phone at (855) 949-2097 or email help@sparkadvisors.com

How to Submit a Support Request:

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Platform Features

Have questions while going through the onboarding process? You can check out our Spark Support guide to get directed to the team you need.

• Onboard to our Platform
• 1. Receive your invitation and instructions
• 2. Sign the terms of service & BAA
• 3. Import your client data
• Data Import Steps
• Manually Adding Contacts
• Sources
• 4. Build your marketing profile
• 5. Confirm your contracts
• Why it’s important
• Read your next steps
• Additional Onboarding Information
• 6. Needs Assessment
• 7. Scope of Appointment
• 8. Quote and Enroll - SunFire
• 9. Client Retention Program
• 10. Leveraging Client Services and Support