Name | Description | Date |
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Getting Started with User Management | Manage admins, agents, or Agency Principals in your account, tailoring their access to support all of your needs (especially during the chaos of AEP!) | August 13, 2024 |
Guide to Spark Client Retention Program | Our guide session to learn about the automated postcards and emails initiated from the Client Retention program. We’ll cover the setup, content, and management for our automations program. | July 18, 2024 |
Spark on Mobile | Workshop guiding you on workflows for utilizing spark on your mobile phone | June 6, 2024 |
Marketing Materials | A deep dive in Spark’s latest feature: Marketing Materials. Join us as we go in-depth about the new offering and how you can set up your marketing profile to get the best out of it! | June 5, 2024 |
New Platform Updates Recep: Spring 2024 | Our first quarterly new features update where Jon will provide a run through of each new feature launch in the Spark platform! | May 23, 2024 |
Guide to Client Services | A deep-dive session on how Spark Client services team and help you support and retain your book of business! | February 14, 2024 |
Spark Call Recording | 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. | September 26, 2024 |
2024 AEP Client Retention Survey | Jon covers the 2024 AEP Client Retention Program | August 10, 2023 |
Guide to Quoting Med Supps | Walkthrough on the basics of using the Med Supp quoting tool in the Spark platform. | August 3, 2023 |
New Platform Updates Recap: Summer 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 |
2023 AEP Client Retention Survey | A guide to the engagements and support from Spark’s Client Retention program for 2022 AEP. | September 1, 2022 |
AEP Client Retention Survey: Processing and Retention Strategies | Part 2 of our AEP Retention Survey webinar, where we'll cover how to process inbound surveys and strategies for retaining your book of business this AEP. | August 29, 2024 |
Guide to Medicare Supplements | Introduction to Medicare Supplements and Med Supps Quote & Enroll Options | September 24, 2024 |
Name | Description | Date |
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Spark Onboarding Session 1: Getting Started with Spark | In Onboarding Session 1 we cover the basics of getting started with the Spark platform. | July 22, 2024 |
Spark Onboarding Session 2: The Lifecycle of a contact in Spark | 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. | July 22, 2024 |
Guide to Spark Quote and Enroll | The Guide to Spark Quote and Enroll is a deep dive into the running our quote and enrollment tool. | October 23, 2024 |
Name | Description | Date |
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The Value of Provider Partnerships | 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 |
Marketing Your Business with Social Media | 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 |
Grassroots Marketing Techniques | Jeremiah & Teresa cover strategies for leveraging relationships in your local community to build connections and foster relationships at the grassroots level. | July 29, 2022 |
Basics of Social Media Marketing | Mariah covers the basics of creating your first Facebook post. She also covers general strategy for content creation and ad spends. | May 31, 2023 |
New Agent Training: Basics of Marketing | 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. | July 12, 2023 |
Leveraging Platform Data to Market your Business | 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 game. | July 27, 2022 |
AEP Marketing Medicare to Life / ACA BoB | 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 |
AEP Social Media | Mariah covers social media basics and marketing during AEP. | August 8, 2023 |
AEP Event Marketing | Henry and Mariah cover AEP event marketing strategies and new collateral to kick start your events this AEP. | August 9, 2023 |
Linkedin Business Page Workshop | Live walkthrough with Mariah on creating your Linkedin Business Page | September 21, 2023 |
Facebook Business Page Workshop | Live walkthrough with Mariah on creating your Facebook Business Page | September 14, 2023 |
Google Business Page Workshop | Live walkthrough with Mariah on creating your Google Business Page | September 7, 2023 |
Grassroots Marketing to Grow your Business | Medicare Marketing - How Grassroots Marketing will Grow your Business | April 25, 2024 |
Name | Description | Date |
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Guide to Medicare Supplements | Introduction to Medicare Supplements and Med Supps Quote & Enroll Options | September 24, 2024 |
Grassroots Marketing to Grow your Business | Medicare Marketing - How Grassroots Marketing will Grow your Business | April 25, 2024 |
Understanding Extra Help & Medicaid | The basics of the Extra Help/Low Income Subsidy Program and Medicaid Basics | May 9, 2024 |
DSNP Session 1: High Level Concepts | Part 1 of a 2 part series in which Henry works through the high level concepts of Medicaid verification. | July 19, 2022 |
DSNP Session 2: Complex Sales Dynamics | 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 |
Maximize Medicare Sales with SEP’s | Maximizing Medicare Sales Year Round with SEP’s | April 9, 2024 |
AEP Business Planning: Schedule for Success | 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 |
New To Medicare Video Series | Henry Figueroa reviews the basics of the industry, setting a plan, finding your circles of influence, and keeping a positive attitude. | |
2024 Medicare 101 Presentation | Medicare 101 - Medicare 101 presentation using the 2024 deck. Agents can request their own customized presentation to use in their own educational events here. | April 17, 2024 |
Hosting a Medicare Educational Event | How to Host a Medicare Educational Seminar | May 2, 2024 |
Running an Effective In-Person Consultation | How to Hold an Effective In-Person Benefit Consultation | May 16, 2024 |
Name | Description | Date |
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DSNP Session 1: High Level Concepts | Part 1 of a 2 part series in which Henry works through the high level concepts of Medicaid verification. | July 19, 2022 |
CMS Call Recordings: Guidance and Best Practice | 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 |
Name | Description | Date |
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Guide to Medicare Supplements | Introduction to Medicare Supplements and Med Supps Quote & Enroll Options | September 24, 2024 |
Grassroots Marketing to Grow your Business | Medicare Marketing - How Grassroots Marketing will Grow your Business | April 25, 2024 |
New To Medicare Video Series | Henry Figueroa reviews the basics of the industry, setting a plan, finding your circles of influence, and keeping a positive attitude. | |
2024 Medicare 101 Presentation | Medicare 101 - Medicare 101 presentation using the 2024 deck. Agents can request their own customized presentation to use in their own educational events here. | April 17, 2024 |
Running an Effective In-Person Consultation | How to Hold an Effective In-Person Benefit Consultation | May 16, 2024 |
Medicare 102: Building on the Basics | 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 |
New Agent Training Session 1: Intro to Medicare Sales | 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. | |
Ancillary Products-Introduction to Dental, Vision & Hearing Plans | Overview of Dental, Vision & Hearing Plan Products | July 18, 2024 |
Name | Description | Date |
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Guía para cotizar e inscribirse en Spark | ¡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 |