Getting started
About Spark
Onboard to our platform
La Plataforma en Español
Spark Support Teams
The Spark platform
Platform Features
Quote & Enroll
Marketing
Client Services
Client Retention
Record Your Calls
Platform Changelog
Back office
Finance & Commissions
Contracting
Compliance
Agent Support Requests
Training
Agent Training
Live trainings
Advanced
Special Programs
Spark Training Academy
Recorded trainings
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Spark Platform
Name | Description | Date |
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In Onboarding Session 1 we cover the basics of getting started with the Spark platform. | February 12, 2024 | |
The Guide to Spark Quote and Enroll is a deep dive into the running our quote and enrollment tool. | September 20, 2023 | |
Workshop guiding you on workflows for utilizing spark on your mobile phone | August 16, 2023 | |
August 3, 2023 | ||
Learn how to manage your downline agents in Spark with our new “My Agents” tool. | July 31, 2023 | |
Our first quarterly new features update where Jon will provide a run through of each new feature launch in the Spark platform! | July 21, 2023 | |
In Onboarding Session 2 we cover the lifecycle of a beneficiary in the Spark platform. In the sessions you’ll learn all of the ways that Spark can save you time and money in your daily business. | June 22, 2023 | |
Jon provides a walkthrough on the new Prospecting and Sales pipeline updates to the Spark platform!
| June 1, 2023 | |
The Spark Team covers strategies for leveraging Spark to boost your agent recruiting efforts. | December 15, 2022 | |
A guide to the engagements and support from Spark’s Client Retention program for 2022 AEP. | September 1, 2022 | |
The Spark platform is choc-full of resources to help you market your business! Henry & Jon will give you a deep dive into the real-life strategies you can apply to help Spark up your gam | July 27, 2022 | |
A deep-dive session on how Spark Client services team and help you support and retain your book of business! | February 14, 2024 | |
A walkthrough on using Spark’s newest feature: Call Recording within the platform. Learn how to enable the feature, have inbound and outbound calls, and download the recordings all from the platform. | March 12, 2024 |
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Onboarding
Name | Description | Date |
---|---|---|
In Onboarding Session 1 we cover the basics of getting started with the Spark platform. | February 12, 2024 | |
The Guide to Spark Quote and Enroll is a deep dive into the running our quote and enrollment tool. | September 20, 2023 | |
In Onboarding Session 2 we cover the lifecycle of a beneficiary in the Spark platform. In the sessions you’ll learn all of the ways that Spark can save you time and money in your daily business. | June 22, 2023 |
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Marketing
Name | Description | Date |
---|---|---|
The Spark platform is choc-full of resources to help you market your business! Henry & Jon will give you a deep dive into the real-life strategies you can apply to help Spark up your gam | July 27, 2022 | |
You’ve been enrolling clients with a specific provider, but what should you know prior to approaching them for partnership? This presentation will go through how you can provide value to providers as an agent and how you can develop deeper relationships with them. | July 26, 2022 | |
This session will focus on aligning your business goals and developing a strategy to reach prospects with social media. We will also touch on best practices that include staying compliant online. | July 28, 2022 | |
Jeremiah & Teresa cover strategies for leveraging relationships in your local community to build connections and foster relationships at the grassroots level. | July 29, 2022 | |
Introduction to the Spark Rewards Marketing co-op program. This session is specifically geared towards Direct-to-Spark agents and agencies that have opted-in to the Rewards co-op structure. | May 8, 2023 | |
Mariah covers the basics of creating your first Facebook post. She also covers general strategy for content creation and ad spends. | May 31, 2023 | |
Mariah and Jon cover Spark’s expansive marketing offering. Learn about Marketing Center, Spark’s Client retention, and more! | May 16, 2023 | |
New Agent training session on the basics of marketing. Increase your online presence, learn brand strategy, and get set up with Spark’s onboarding marketing materials. | ||
Henry and Mariah cover marketing strategies and collateral to reach your clients that you have in another BoB (Life or ACA)to cross sell or gather more referrals. | August 11, 2023 | |
Jon covers the 2024 AEP Client Retention Program | August 10, 2023 | |
Mariah covers social media basics and marketing during AEP. | August 8, 2023 | |
Henry and Mariah cover AEP event marketing strategies and new collateral to kick start your events this AEP. | August 9, 2023 | |
Live walkthrough with Mariah on creating your Linkedin Business Page | September 21, 2023 | |
Live walkthrough with Mariah on creating your Facebook Business Page | September 14, 2023 | |
Live walkthrough with Mariah on creating your Google Business Page | September 7, 2023 | |
Learn about the Spark Marketing Center! Mariah will cover, cost, access and the amazing capabilities available with the Marketing Center. | August 29, 2023 | |
Medicare 101 - Medicare 101 presentation using the 2024 deck. Agents can request their own customized presentation to use in their own educational events. | April 17, 2024 | |
Medicare Marketing - How Grassroots Marketing will Grow your Business | April 25, 2024 |
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Field Work
Name | Description | Date |
---|---|---|
A guide to the engagements and support from Spark’s Client Retention program for 2022 AEP. | September 1, 2022 | |
Jeremiah & Teresa cover strategies for leveraging relationships in your local community to build connections and foster relationships at the grassroots level. | July 29, 2022 | |
Medicare 101 - Medicare 101 presentation using the 2024 deck. Agents can request their own customized presentation to use in their own educational events. | April 17, 2024 | |
Medicare Marketing - How Grassroots Marketing will Grow your Business | April 25, 2024 | |
Part 1 of a 2 part series in which Henry works through the high level concepts of Medicaid verification. | July 19, 2022 | |
Part 2 of a 2 part series in which Henry covers the soft skills required to navigate medicaid support and how to leverage Spark for your dual-eligibile clients. | July 21, 2022 | |
The Spark team covers best practices in navigating CMS call recordings requirements. Additionally, we’ll walk you through an introduction to Dialpad, our recommended solution for recording sales calls. | September 28, 2022 | |
Spark VP of Sales, Henry Figueroa, will be giving you an expert's guide on planning for AEP. In this presentation Henry will be combining his vast knowledge on every corner of the industry to give you the steps to running a successful Enrollment Period | September 26, 2022 | |
Henry Figueroa reviews the basics of the industry, setting a plan, finding your circles of influence, and keeping a positive attitude. |
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Compliance
Name | Description | Date |
---|---|---|
Part 1 of a 2 part series in which Henry works through the high level concepts of Medicaid verification. | July 19, 2022 | |
The Spark team covers best practices in navigating CMS call recordings requirements. Additionally, we’ll walk you through an introduction to Dialpad, our recommended solution for recording sales calls. | September 28, 2022 |
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Provider Partnerships
Name | Description | Date |
---|---|---|
You’ve been enrolling clients with a specific provider, but what should you know prior to approaching them for partnership? This presentation will go through how you can provide value to providers as an agent and how you can develop deeper relationships with them. | July 26, 2022 |
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AEP
Name | Description | Date |
---|---|---|
A guide to the engagements and support from Spark’s Client Retention program for 2022 AEP. | September 1, 2022 | |
Spark VP of Sales, Henry Figueroa, will be giving you an expert's guide on planning for AEP. In this presentation Henry will be combining his vast knowledge on every corner of the industry to give you the steps to running a successful Enrollment Period | September 26, 2022 |
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New Agent Training
Name | Description | Date |
---|---|---|
New Agent training session on the basics of marketing. Increase your online presence, learn brand strategy, and get set up with Spark’s onboarding marketing materials. | ||
Medicare 101 - Medicare 101 presentation using the 2024 deck. Agents can request their own customized presentation to use in their own educational events. | April 17, 2024 | |
Medicare Marketing - How Grassroots Marketing will Grow your Business | April 25, 2024 | |
Henry Figueroa reviews the basics of the industry, setting a plan, finding your circles of influence, and keeping a positive attitude. | ||
Medicare 102 will be an advanced look into Medicare. We will take a look at MACRA, how is Medicare really funded and the financial outlook of Medicare, reasons for approval or denial of some services and how Medicare interacts with Med supps and MAPD plans. | July 22, 2022 | |
Intro to Medicare Sales, the Spark Team trains you on how to be an expert for your clients. In this session Courtney dives into all of the specifics from our Medicare 101 presentation that the Spark Team provides to all of our agents. | May 1, 2023 | |
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En Español
Name | Description | Date |
---|---|---|
¡Estamos entusiasmados de lanzar la integración de cotización e inscripción de Spark! Con esta función, podrá enviar alcances, cotizaciones y solicitudes de inscripción a sus clientes directamente desde la plataforma Spark.
Comuníquese con support@sparkadvisors.com si tiene alguna pregunta. | October 24, 2023 |