Welcome to our Self-Study Bootcamp. It is a self-study guide based on many of the resources we have across the agent resource center. We recommend following the order laid out below. If you have any questions, contact support@sparkadvisors.com
Module 0: Introduction to Spark
Guide to Spark
Platform onboarding
Module 1: Fundamentals
Basics of Medicare
Medicare 101
- New to Medicare Video Series
Basics of Medicare Advantage (MA/PD)
Basics of Medicare Supplement (Medigap)
List to call recordings
Selling year-round
Module 2: Running an Appointment
Landing an Appointment (Introducing Yourself)
- Intro to Vimeo Recordings (Henry’s Elevator Pitch)
- Practice Elevator Pitch
Running a Successful Appointment
- Start-to-finish
- Collecting SOAs, Running a Quote, and Plan Comparison
- Video walkthrough 1
- Video walkthrough 2
- Needs asssessment
Practice time! [Mock sales appointments]
Enrollment Process: familiarize yourself with carrier portals and Spark’s integrated Quote & Enroll tool.
Module 3: HRAs, Medicaid, and Supplementary Products
Introducing and completing HRA’s
Importance of LIS & Medicaid
- Low Income Subsidies (Extra Help)
- Checking Medicaid Eligibility
Dental, health & vision benefits
Life insurance
Module 4: Succeeding as an Independent Agent -- New Business
Basic Review of Spark Resource Center
Selecting your carriers with the Data Studio
Knowing your strengths and weaknesses using SWOT
Importance of Field Marketing
- Talking Points to improve your referral pipeline & generating touchpoints
Buying and Working Leads
Setting up events & giving presentations
Module 5: Succeeding as an Independent Agent -- Client Management
Test your ability
Take our practice diagnostic