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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.
Module 0: Introduction to Spark
Guide to Spark
Platform onboarding
Module 1: Fundamentals
Basics of Medicare
Medicare 101
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
- 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
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 
Marketing
Marketing - Talking Points to improve your referral pipeline & generating touchpoints
Setting up events & giving presentations
Module 5: Succeeding as an Independent Agent -- Client Management
Test your ability: Take our practice diagnostic
Is the material Marketing or Communication? If your material meets the definition of marketing material, read and follow the guidelines in the Marketing Material Requirements Guide below prior to submitting your marketing material for Spark Compliance Review.
Marketing Materials Requirements Guide.pdf111.5KB
If your material is a communication material, including a Lead Generation Form (BRC/PTC), read and follow the guidelines in the Communication Materials Requirements Guide below prior to submitting to Spark for compliance review.
Communication Materials Requirements Guide.pdf95.7KB
Make sure you are using compliant agent titles. Compliant agent titles are: Licensed Insurance Agent, Licensed Sales Agent, Licensed Sales Representative, Sales Agent, and Sales Representative.
Check that your material has the correct disclaimer. See one of the guides above.
Materials that include a phone number should clearly indicate that calling the agent number will direct an individual to a licensed sales agent. Immediately prior to including the agency’s number or any number that will reach a sales agent, state that the number will dial a "licensed sales agent" or “licensed insurance agent”. Use this statement when listing a number that dials a licensed sales agent directly. “Calling this number will connect you to a licensed insurance agent.”
California materials only: your license # is included on the piece
Anyone planning to sell in Florida: your company name cannot have the words “Medicare” in it. You may use it in other states, but you will be at risk of states changing their rules in the future to disallow “Medicare”. We recommend renaming your company and using DBAs (doing-business-as) where appropriate.