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    Agent Production

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    Getting started

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    Agent Production

    “Production” reporting refers to reporting related to enrollments generated. 

    (Note: This data is updated once a week, depending on the carrier. We recommend confirming within the carrier portal concerning timely things like pending/denied policies)

    You can view the Production Page directly in the platform here.

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    Production Data

    The types of data you are able to view in the report are the following:

    • Agent/NPN
    • Carrier/plan/type
    • Client/ID/DOB
    • County/ST
    • Status/updated
    • Submitted
    • Effective
    • Termed
    • Termed Reason

    Aggregated Reports

    We aggregate reports from the following carriers to show production by agent by product by month:

    • Aetna, Alignment, Anthem, Banner, BND, Central Health Plan, Cigna, Devoted, Freedom, HealthSun, Humana, Molina, Memorial Hermann, SCAN, UHC, WellCare, and Zing.
      • Note: We are now able to show when UHC applications accrete and then disenroll. You should expect to see changes to your UHC production data that should improve their accuracy.
    • All other carriers are excluded for one of two reasons:
      • We don’t receive production reports on a regular basis or
      • Our total enrollment volume is very low (<50 per year across all agents).
    • Reports from the carrier may be lagging a few days so the data that you see can be up to ~14 days delayed.
    • We merge the reports into a single table, and then layer in Spark’s own hierarchy information so that you can view your entire downline performance.
    • Provides policy level insight into individual carriers or downlines

    Last Updated Timestamp

    The timing of production data updates can vary by carrier and policy. There are several reasons why updates for a specific policy may be delayed or stop altogether:

    • Agent churns
    • Carrier hasn’t updated data
    • Disenrolled member stops being tracked
    • Policy had a compliance issue
    • Hierarchy changes

    Our production data stores an “updated” timestamp on each production row. You can use this timestamp to identify the last time we updated the status for that specific row of data.

    Application Statuses, Term Dates, and Reasons

    Production reporting now includes application term dates, along with submitted and effective dates. You can also view when an application or enrollment was terminated.

    Here’s what each status indicates:

    Status
    Description
    Approved
    Application confirmed but not effective
    Active
    Application is now effective
    Attrited
    Application ended before becoming effective
    Deceased
    Person has died
    Policy Disenrollment
    This policy has ended
    Unknown
    We don’t know the state of this enrollment

    You can also view the reason why an application or enrollment terminated:

    Status
    Termination Reason
    Description
    Troubleshooting
    Attrited
    Denied
    Carrier denied due to error in application
    Identify error and re-enroll
    Attrited
    Withdrawn
    Member withdrew the application before it was accepted by CMS
    Reach out to member
    Attrited
    Canceled
    Member cancelled the application after it was accepted by CMS but before the effective date
    Reach out to member
    Policy Disenrollment
    Plan Change
    Member changed to a new plan
    Was this intentional? If not, reach out to member.
    Policy Disenrollment
    Plan Exit
    Policy no longer exists in area member is located
    Reach out to member and evaluate new plan options
    Attrited / Policy Disenrollment
    Other
    Not a cleanly mapped reason to our dataset

    Dashboard

    Updates made to your production data tab beginning July 2025 may also affect the numbers you see in your Spark Dashboards. For example, when counting UHC enrollments, we are now factoring in disenrollments.

    • Agent Production
    • Production Data
    • Aggregated Reports
    • Last Updated Timestamp
    • Application Statuses, Term Dates, and Reasons
    • Dashboard
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