Manage your client data

Client Data

Keep up-to-date data on all your prospects and clients as your business grows

As a one-stop-shop medicare CRM, adding your clients and prospects into your Spark Platform account is the first step to start taking advantage of all of Spark’s features.

Create your first contact:

Contact Types and Stages

Prospect Stages

Connect - This stage is for prospects with whom you haven’t made direct contact yet.

Needs Analysis - These are prospects you’ve talked with but you still need to collect more information to help them enroll in the right plan. Your Spark account will streamline the process with our built-in tools:

Pending Eligibility - Some of your prospects may not be quite ready to enroll, such as your T65 prospects or prospects waiting for a special enrollment period. You can continue to gather their information and follow up when they are eligible to enroll. If your client has made any changes to their profile via a survey (Needs Assessment or AEP survey), they would be marked as Pending Eligibility, too. Confirm their changes and they will revert back to Active.

Lost - If a lead is no longer available (not interested, deceased, etc), they can be listed as Lost.

Active Client Stages

Enrolled -This stage is for when your clients have completed their enrollment but haven’t reached the effective date yet.

Active - Your client’s status will automatically update to Active once they reach their effective date and they are covered by their new plan.

Lost - If a Client is no longer enrolled in a policy you have sold to them or they have passed away they will be “Lost”

Changing Contact Stages

Contact stages are changed as you move your contact through the sales process. Below is how you can change the status of your contact:

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Connect to Needs Analysis

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Needs Analysis to Enrolled

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Enrolled to Active

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Active to Lost

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Pending Eligibility to Active

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Platform features

Marketing

Client Data
Create your first contact:
Contact Types and Stages
Prospect Stages
Active Client Stages
Changing Contact Stages