![[ARCHIVED] Spark Help Center (VISIT https://help.sparkadvisors.com/en/)](https://images.spr.so/cdn-cgi/imagedelivery/j42No7y-dcokJuNgXeA0ig/cf335720-d605-4c29-b1a1-80502bcf3a79/android-chrome-192x192/w=1920,quality=90,fit=scale-down){kind=small}
New Workflow for Prospects and Clients with Needs Assessments
Released: September 13, 2023
Now when sending Needs Assessments, there will be a different set of questions for Clients versus Prospects. The key difference with Prospects is as an agent, the main point of having initial conversations is about switching their health insurance. Check out those changes here.