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    [ARCHIVED] Spark Help Center (VISIT https://help.sparkadvisors.com/en/)
    [ARCHIVED] Spark Help Center (VISIT https://help.sparkadvisors.com/en/)
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    Back Office

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    Getting started

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    The Spark platform

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    Back Office

    Spark has reorganized the platform to make navigation easier and more intuitive, while also highlighting the most frequently used features in the main menu.

    What’s Moved?

    • Carrier Contracts - Add a carrier contact or state and complete annual certifications.
    • Marketing - All resources for marketing strategy.
    • User Management - Add users to the platform and set their access permissions.
    • Production - Run reports on applications and enrollments.
    • Client Retention - Send out emails and postcards to your clients throughout the year.
    • Platform Data - Create an API key to use with Zapier or export your platform data.
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    LOA View

    When viewing the platform in LOA View, the Back Office will include an option specific to LOA agents: Agents & LOA Settings.

    Here, you can view all LOA agents linked to your book of business and configure default settings for their profiles.

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    • Back Office
    • What’s Moved?
    • LOA View
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