Getting started
About Spark
AEP 2025
Onboard to our platform
Express Pass to Quote and Enroll for AEP 
La Plataforma en Español
Spark Support TeamsThe Spark platform
Platform Features
Quote & Enroll
Marketing
Client Services
Client Retention
Record Your Calls
Platform ChangelogBack office
Finance & Commissions
Contracting
ComplianceAgent Support RequestsCarrier Resources
Contacts & Events
Plans & Insights
Additional MaterialsTraining
Agent Training
Live trainingsAdvanced
Special ProgramsAn abbreviated guide for everything Spark has to offer.
Quote & enroll
- As a one-stop-shop medicare CRM, adding your clients and prospects into your Spark Platform account is the first step to start taking advantage of all of Spark’s features. Here’s guidance on managing contacts, along with defining contact types and stages.
- Once your contact has been added, you’ll next want to gather their health information and needs. Want an easy way to send a survey to any contact in just one click?
- How to:
Send a Needs Assessment - "Active Clients" will now be prompted on their current Medicare coverage and whether or not they are interested in switching plans to help you identify if your Client is in need of new plan options at their next election period.
- "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.
- The next step before meeting with the client/prospect is to complete the required Scope of Appointment.
- How to: Send a Scope of Appointment
- A Scope of Appointment will be sent to the client. Your client can verify the products they’d like to discuss, sign the form simply by typing their name, and send the completed form back. Once they send the form back, you’ll receive an email and a notification in the Platform. The client’s Contact will automatically update with the information they submitted. If you’d like a copy of the document, one will be saved in the Engagements tab in the Contact.
- It’s almost time to quote and enroll so let’s set up your Quoting profile and update your signature:
- Application successfully submitted? Check! Now what? Next up, we’ll review the HRA (Health Risk Assessment) process after an application is submitted. HRA’s can be completed in SunFire (for some carriers) or outside per the carrier’s process.
- For carriers integrated into SunFire:
- Complete a Health Risk Assessment (HRA)
Carrier | Timeframe to Complete after Submission |
Aetna | 36 hrs |
Anthem | 7 days |
Cigna | Before 12/22/23 |
Humana | 30 days |
United Healthcare | 3 days |
WellCare | 2 days |
Client retention program
Client service & support
Think of our Client Services team as an extension of your support team that helps your clients navigate their coverage. We'll handle all of your client requests – quickly, thoroughly, and always on behalf of your agency. We will help you get more referrals, retain clients, and give you peace of mind.
Your clients can reach out to our team directly at (855) 949-2097
Here’s an informative Client Services micro-site for you and your clients: https://www.tryspark.com/ and more details are here Client Services
Agent Support
- Spark’s Agent Success team is available to support you and your business Monday - Friday, 9am ET - 8pm ET.
- Email for assistance: support@sparkadvisors.com(212) 847-0697
- Or pick up the phone and give us a call for immediate assitance:
- Contracting support (Ext. 1)
- Platform support (Ext. 2)
M-F 9:00am - 8:00pm EST
M-F 9:00am - 8:00pm EST
Licensing, Contracting, and Certifications
See Contracting and 
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