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

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    Getting started

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    Client Retention

    Improve your client retention without lifting a finger! We'll send emails and postcards to your clients throughout the year – at no extra cost, and always in your brand.

    Opt-in on your platform under Programs so your clients automatically receive the following engagements:

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    Ready to get Started?

    Opt into the program under the Program tab in the Marketing page in the platform here.

    List of engagements

    Client Retention Engagements

    1: New Plan Enrollment1: New Plan Enrollment
    1: New Plan Enrollment
    2: AEP Campaign2: AEP Campaign
    2: AEP Campaign
    3: Lifestyle Newsletter3
    3: Lifestyle Newsletter
    4: Birthday Cards (opt-in)4
    4: Birthday Cards (opt-in)

    Frequently Asked Questions

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    How can I ensure my clients are receiving retention engagements on an ongoing basis?
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    Are the client retention engagements compliant?
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    What happens when a client churns or passes way?
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    Can I exclude individual clients from certain engagements?
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    Will I have visibility into the engagements that have been sent to my clients?
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    I have clients with life insurance policies. Do you do anything for them?
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    How can I pay my invoice for handwritten birthday cards?
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    I think I turned on Client Services but am not sure?
    • Client Retention
    • Ready to get Started?
    • List of engagements
    • Frequently Asked Questions
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    support@sparkadvisors.com