Logo
    Contact us
    [ARCHIVED] Spark Help Center (VISIT https://help.sparkadvisors.com/en/)
    [ARCHIVED] Spark Help Center (VISIT https://help.sparkadvisors.com/en/)
    Platform Features

    Platform Features

    Getting started

    About SparkAbout SparkAEP 2026AEP 2026Onboard to our platformOnboard to our platformLa Plataforma en EspañolLa Plataforma en EspañolSpark Support TeamsSpark Support Teams

    The Spark platform

    Platform FeaturesPlatform FeaturesQuote & EnrollQuote & EnrollMarketingMarketingClient ServicesClient ServicesClient RetentionClient RetentionRecord Your CallsRecord Your CallsPlatform ChangelogPlatform Changelog

    Back office

    Finance & CommissionsFinance & CommissionsContractingContractingComplianceCompliance

    Carrier Resources

    Contacts & EventsContacts & EventsPlans & InsightsPlans & InsightsAdditional MaterialsAdditional Materials

    Training

    Agent TrainingAgent TrainingLive trainingsLive trainings

    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 FlaggingAutomated Plan Exit Flagging
    Automated Plan Exit Flagging
    Manage your prospectsManage your prospects
    Manage your prospects
    Request a client referralRequest a client referral
    Request a client referral
    Never miss a taskNever miss a task
    Never miss a task
    Contact Sync (Webhook Guide)Contact Sync (Webhook Guide)
    Contact Sync (Webhook Guide)
    Beneficiary LookupBeneficiary Lookup
    Beneficiary Lookup

    Marketing Center

    Marketing MaterialsMarketing Materials
    📑
    Marketing Materials
    ProfileProfile
    🌐
    Profile
    Sources - Generate LeadsSources - Generate Leads
    Sources - Generate Leads
    Client RetentionClient Retention
    📬
    Client Retention

    Quoting & enrolling

    Send a Needs AssessmentSend a Needs Assessment
    Send a Needs Assessment
    Send a Scope of AppointmentSend a Scope of Appointment
    Send a Scope of Appointment
    Find providers in 2 clicksFind providers in 2 clicks
    Find providers in 2 clicks
    Quote & EnrollQuote & Enroll
    Quote & Enroll
    ‣ ‣
    📞
    Record Your CallsRecord Your Calls

    Managing your back office

    Agent HomeAgent Home
    🏠
    Agent Home
    Carrier ContractsCarrier Contracts
    Carrier Contracts
    User ManagementUser Management
    👥
    User Management
    Compliance DashboardCompliance Dashboard
    Compliance Dashboard
    Agent ProductionAgent Production
    📊
    Agent Production
    DashboardsDashboards
    Dashboards
    DashboardsDashboards
    Dashboards
    Carrier Contracts OverviewCarrier Contracts Overview
    Carrier Contracts Overview
    2FA - Two-factor Authentication2FA - Two-factor Authentication
    2FA - Two-factor Authentication
    Client Retention MVPClient Retention MVP
    📊
    Client Retention MVP
    Back OfficeBack Office
    📁
    Back Office
    Agent LeaderboardAgent Leaderboard
    🏀
    Agent Leaderboard
    Agency Book of BusinessAgency Book of Business
    📒
    Agency Book of Business
    RTS 2026RTS 2026
    📈
    RTS 2026

    Contact Reporting

    Export your clients & mail mergeExport your clients & mail merge
    Export your clients & mail merge
    Create contact reportsCreate contact reports
    Create contact reports
    Manage your client dataManage your client data
    Manage your client data

    Using the platform

    Spanish TranslationsSpanish Translations
    Spanish Translations
    Give your feedbackGive your feedback
    Give your feedback
    Spark on your Mobile PhoneSpark on your Mobile Phone
    📱
    Spark on your Mobile Phone

    ← Previous

    Getting Started

    Next →

    Quote & Enroll

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

    support@sparkadvisors.com