Getting started
About Spark
AEP 2026
Onboard to our platform
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Live trainingsOnboard 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? Sign up for a training or watch our welcome video.
1. Receive your invitation
Understand what to do once you receive your invitation
If you have any questions concerning your onboarding date, please reach out to Spark’s Agent Success team at support@sparkadvisors.com.
On your agency’s onboarding date, the Spark Agent Success team will be reaching out with 3 important emails on how to get started with the Spark Platform:
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. 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
4. 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.
VIDEO HERE
5. Import your client data
We aggregate, clean, and upload your client data for free so you have 1 place to manage all your clients.
VIDEO HERE