📊

Client Retention MVP

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Attrited	The application failed to become effective	• Denied: Carrier denied due to error in application • Withdrawn: Consumer withdrew/cancelled the application before it was accepted by CMS • Cancelled: Consumer cancelled/withdrew the application after it was accepted by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