Logo
    Contact us
    Logo

    support@sparkadvisors.com

    [ARCHIVED] Spark Help Center (VISIT https://help.sparkadvisors.com/en/)
    [ARCHIVED] Spark Help Center (VISIT https://help.sparkadvisors.com/en/)
    /Platform Features
    Platform Features
    /Send a Needs Assessment
    Send a Needs Assessment
    Send a Needs Assessment

    Send a Needs Assessment

    Tags
    Files & media

    Getting started

    About SparkAbout SparkAEP 2026AEP 2026Onboard to our platformOnboard to our platformLa Plataforma en EspañolLa Plataforma en EspañolSpark Support TeamsSpark Support Teams

    The Spark platform

    Platform FeaturesPlatform FeaturesQuote & EnrollQuote & EnrollMarketingMarketingClient ServicesClient ServicesClient RetentionClient RetentionRecord Your CallsRecord Your CallsPlatform ChangelogPlatform Changelog

    Back office

    Finance & CommissionsFinance & CommissionsContractingContractingComplianceCompliance

    Carrier Resources

    Contacts & EventsContacts & EventsPlans & InsightsPlans & InsightsAdditional MaterialsAdditional Materials

    Training

    Agent TrainingAgent TrainingLive trainingsLive trainings

    Send a Needs Assessment

    Gather your contact’s health information with this time-saving tool.

    How it works

    Easily send a survey to any of your contacts individually or via a bulk send. This survey will cover the full scope of information you need to quote your contacts and prepare for your sales meetings – no pen or paper needed. The survey can also be customized to fit the specific needs of the contact. The questions presented will depend on if you are sending it to a Client or a Prospect. Once they’ve completed their Needs Assessment, your contact will now have the ability to sign a Scope of Appointment automatically as well.

    • "Active Clients" will be prompted to fill out additional details in conjunction with what’s already in their profile. Once updated, that will reflect via an Updates to Review banner for you to confirm.
    • "Prospects" will be be asked to provide info on their health insurance type, out of pocket costs, and retirement plans to give you insights into their specific needs depending on their unique coverage needs.
    💡
    Click the arrows for a walkthrough of the survey to both “Active Clients” and “Prospects.” Agents can also send themselves a Needs Assessment to test the experience.
    ‣

    Needs Assessment for Active Clients

    Personal details and Medicare information via the Needs Assessment is always captured, but agents can tailor specific sections for their clients upon sending the Needs Assessment

    image
    ‣

    Needs Assessment for Prospects

    The process of sending prospects the Needs Assessment is similar, however, there are different customizable options available as the intake form has different questions provided; this would include Health insurance and Veterans Benefits.

    image
    ‣

    Bulk Send Needs Assessments

    With Bulk Needs Assessments, you can bulk send Needs Assessments to a group of contacts in just a few clicks! You can use the pre-existing reports that are located in the Contacts tab, or generate a filtered list through our Edit Report flow. You can generate a report for T65 clients or even prospects. Once your report is generated, you can go through the Needs Assessment process and the contacts would receive it as expected via email

    💡
    Please note: To send bulk send Needs Assessments, the contact must have an email addresses added to their profile.
    ‣

    Creating and Sending a Needs Assessment Link for SMS / Chat

    Along with sending Needs Assessment automatically via email, agents can generate unique links to send via text or through email. Read through our Spark on Mobile guide here.

    💡
    The Scope of Appointment is included at the end of the Needs Assessment survey for your contacts to fill out automatically. Read through our guide to using the Scope of Appointment feature here.

    ← Previous

    Platform features

    Next →

    Quote & enroll

    • Send a Needs Assessment
    • How it works
    • Needs Assessment for Active Clients
    • Needs Assessment for Prospects
    • Bulk Send Needs Assessments
    • Creating and Sending a Needs Assessment Link for SMS / Chat