Getting started
The Spark platform
Back office
Carrier Resources
Training
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


Contact Sync (Webhook Guide)
Contact Sync (Webhook Guide)


Beneficiary Lookup
Beneficiary Lookup


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

Compliance Dashboard
Compliance Dashboard


Agent Production


Agent Production

Dashboards
Dashboards


Dashboards
Dashboards


Carrier Contracts Overview
Carrier Contracts Overview


2FA - Two-factor Authentication
2FA - Two-factor Authentication


Client Retention MVP


Client Retention MVP

Back Office


Back Office

Agent Leaderboard


Agent Leaderboard

Agency Book of Business


Agency Book of Business

RTS 2026


RTS 2026

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

← 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