Getting started

About Spark

AEP 2025

Onboard to our platform

Express Pass to Quote and Enroll for AEP

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

Advanced

Special Programs

Overview of the Platform

The Spark Platform enables Medicare agents to run their business from one place. Access the tools to grow your business, manage your admin, and serve your clients.

View our advanced onboarding here.

Working with Contacts

Automated Plan Exit Flagging

Automated Plan Exit Flagging

Manage your prospects

Manage your prospects

Request a client referral

Request a client referral

Never miss a task

Never miss a task

Marketing Center

Marketing Materials

📑

Marketing Materials

Profile

🌐

Profile

Sources - Generate Leads

Sources - Generate Leads

Client Retention

📬

Client Retention

Quoting & enrolling

Send a Needs Assessment

Send a Needs Assessment

Send a Scope of Appointment

Send a Scope of Appointment

Find providers in 2 clicks

Find providers in 2 clicks

Quote & enroll

Quote & enroll

‣

📞

Record Your Calls

Managing your back office

Agent Home

🏠

Agent Home

Carrier Contracts

Carrier Contracts

User Management

👥

User Management

Agent Production Page

📊

Agent Production Page

Dashboards

Dashboards

2FA - Two-factor Authentication

2FA - Two-factor Authentication

Contact Reporting

Export your clients & mail merge

Export your clients & mail merge

Create contact reports

Create contact reports

Manage your client data

Manage your client data

Using the platform

Spanish Translations

Spanish Translations

Give your feedback

Give your feedback

Spark on your Mobile Phone

Spark on your Mobile Phone

• Overview of the Platform
• Working with Contacts
• Marketing Center
• Quoting & enrolling
• Managing your back office
• Contact Reporting
• Using the platform