Agent Home provides a centralized snapshot of your business performance and daily priorities. From year-over-year production and prospect activity to key contact totals, it gives you quick insight into how your book of business is progressing. You’ll also find upcoming events, reminders, and client milestones to help you stay organized and proactive. Additionally, Agent Home highlights your support requests and the time saved by leveraging Spark’s Client Services team.
Year Over Year Production
This section compares your production totals for the current year against the previous year. Hovering over each bar in the graph reveals a breakdown of the plan types you’ve sold.
Contacts
Total contacts - A total of all your Contacts saved in your Spark account.
Active clients - The number of clients with an active policy and past their effective date.
Current prospects - A total of prospects or leads not yet enrolled in a Medicare plan.
Events
Reminders today - The number of Reminders that are scheduled for today.
Reminders this week - The number of Reminders for the next 7 days..
Upcoming birthdays - List of active clients with birthdays in the next 30 days.
Support Requests
Active requests - The total of support requests that are still being worked by Spark’s Client Services team.
Requests this year - The total of support requests you’ve submitted this calendar year.
Client satisfaction - A summary of your client’s satisfaction after working with our Client Services team.
Hours saved - A running total of hours of extra work your Spark platform has saved you.