Files & media
Overview
Spark is providing enhanced visibility into Book of Business data for Agency Principals (APs) and Telephonic LOA Agents (LOAs) through new reports and dashboards that can be exported to their own device.
Reports and Dashboards
Accretion Rates
- Accretion rate per calendar month year over year
- Application volume by month year over year
- Accretion rate by Carrier year over year
- Accretion rate by state year over year
Retention Rates
- Retention rate per calendar month year over year
- Termed volume by month year over year
- Retention rate by Carrier year over year
- Retention rate by state year over year
Reports for Agency Principals
- All of the other accretion and retention charts agents get but across agents (previous 2 slides)
- Accretion rate by agent year over year
- Retention rate by agent year over year
Additional Resources
Enrollment Definitions
Status | Definition | Possible Reasons* |
Submitted | Carriers see the application but have not actioned on it yet. | n/a |
Approved | The plan is approved, but not effective yet. | n/a |
Accreted | Application has turned into an enrollment | n/a |
Attrited | The application failed to become effective | • Denied: Carrier denied due to error in application
• Withdrawn: Consumer withdrew/cancelled the application before it was accepted by CMS
• Cancelled: Consumer cancelled/withdrew the application after it was accepted by CMS but before the effective date |
Disenrollment | The termination of a previously active plan (incl. delineations between rapid disenrollment and future disenrollment) | • Deceased
• Enrolled into another plan
• Not eligible |
Churn | A change in Agent of Record | n/a |