Getting started

About Spark

AEP 2025

Onboard to our platform

Express Pass to Quote and Enroll for AEP

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Spark Support Teams

The Spark platform

Platform Features

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Platform Changelog

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Additional Materials

Training

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Advanced

Special Programs

Never miss a task, reminder, or follow-up

Whether you’re creating the reminder in the contact’s page or you’re in the Activity tab, Spark allows for you to stay up-to-date on all your tasks with just a few clicks!

To leave a note, reminder, or task, you can go under the contact’s Contact history and select + Add note

You’ll provide a subject, can leave additional details, and have a reminder date for when to be notified about the reminder as well.

You can also find and create additional Reminders in the activity tab under the Reminders section.

• Never miss a task, reminder, or follow-up