Spark Member Services starts with adding your contacts to the Spark Platform so that we can initiate personalized journeys for those members.

In the Spark Platform, members are defined as:

• Contact type = “Client”
• At least 1 "Active" Medicare policy (MA, MAPD, PDP, MedSupp); i.e. the plan is in-effect

In other words, when you (1) add a contact to the Spark Platform (2) set them as a "Client" and (3) create a policy whose effective date is before today, the automations will begin! If the effective date is in the future, the automations will begin the day that effective date is reached.

Note that we'll help you bulk upload your client data during onboarding (see above).

Yes! We make sure the materials going out to your clients are compliant. We follow the same checklist that’s required for any Medicare material (see Compliance). Our materials are educational only, with no reference to specific carriers, and they adhere to disclaimer, agent titles, and email-unsubscribe requirements. And if your client is in California, we will add your license number to the materials.

Clients marked Churned or Deceased will have all of their active policies marked inactive and will no longer receive engagements from the Client Retention Program.

Yes! Each individual contact in Spark has a “Contact Preferences” section. In this section you can opt-out individual clients based on engagement type (postcard, email, etc.) or campaign type (Birthday Cards, Plan Enrollment, etc.). You can find the Edit Contact Preferences section by clicking the blue dropdown arrow next to Edit contact on the respective contact’s page:

Of course! You can stay informed using the “Activity” feed and client “Contact History”

Client Retention engagements are designed exclusively for clients with an active Medicare Advantage or Medicare Supplement policy. If your client only has a life insurance policy or an ancillary benefit plan (e.g. dental, vision, hearing, etc.), they will not receive Member Services.

Handwritten birthday cards are provided to agents at costs and are $2.50 per card. We bill for this service quarterly.

Quarterly invoices are sent via email and can be paid electronically. Here’s a walkthrough on how to pay your invoice.

If you are unsure if your contacts are receiving client retention engagements the first place to check is the Activity Feed in you Spark account. Here you’ll see any of the engagements that have been routed to your clients. If you have checked and are still unsure, feel free to reach out to our team at support@sparkadvisors.com and we’ll confirm!