When a client's policy moves from Pending to Active in your Spark account, a postcard and email are routed to the client congratulating them on their new coverage and checking that they've received their ID card and Summary of Benefits.
The New Plan Enrollment campaign is triggered off the effective date of the contact's new policy in Spark:
1 day after the Effective Date — Postcard sent to client
7 days after the Effective Date — Email sent to client
How this works with New Plan Submitted: the New Plan Submitted campaign handles the window between application submission and coverage start, setting expectations for what the client will receive in the mail. New Plan Enrollment picks up once coverage is live. The effective date is the handoff between the two campaigns and agents can decide to opt into each individually.
Opting in
Activate this engagement under Client Retention in Back Office. Make sure your marketing profile is complete as your logo, branding, and agency info are pulled from it for every engagement.
Which clients receive these emails?
A contact is included when:
You've opted into the campaign
The contact has a policy with an effective date
The contact has a valid email address on file and hasn't opted out of emails
The contact's preferred language is supported (English or Spanish)
Clients can opt out of this campaign individually from their communication preferences, and global email opt-outs and bounces are always respected.
Example Postcard
Email Correspondence
Email 1
Seven days after the new plan effective date:
Subject:
ENG: Checking in on your new Medicare insurance
SPA: Chequeando con su nuevo seguro de Medicare
Body:
Hi {First Name},
Hope you’re doing well. I just want to make sure you’ve received your new plan ID card and don’t have any questions about your new plan.
I’m always here if you have any questions!
[Agent Name] + logo + headshot
[Number]