Improve your client retention without lifting a finger! We'll send emails and postcards to your clients throughout the year – at no extra cost, and always in your brand.
Opt-in on your platform so your clients automatically receive the following engagements:
Ready to get started?
Opt into the program by navigating to Back Office and selecting the option under Client Retention.
💡 Want to get started with the client retention program? Ensure you’ve completed the following steps, and submit the form in step 4! We’ll follow up with confirmation.
Ensure your book of business is uploaded into the Spark Platform
Here’s a list of walkthroughs on how to pull your books from carrier sites.
Be sure to include language preference, active policy info and client policy & prescription info in your uploads.
Need some help? You can also sign up for our Book of Business Office Hours here.
Once you have compiled your lists, upload them here.
Update your marketing profile in the Spark platform
The logo, branding, color palette, and agency info in your marketing profile will be used on all of your client engagements! You can complete this information here.
Confirm that policy info has been entered for all of your clients
Clients with “Active” MA, MAPD, PDP or MedSupp plans in their Spark contact profiles will be activated for the client retention program.
Opt into the program directly from the platform
Choose which engagements you want to opt into and activate directly under Client retention programs here.
List of engagements
Our list of Client Retention Engagements include:
