YEAR OVER YEAR PRODUCTION - A comparison of your production numbers from this year compared to last year. You can move your cursor over each bar in the graph to see a breakdown of which plan types you have sold.
Prospect Activity - A view of which stages your Prospects are.
CONNECT - Prospects with whom you haven’t made direct contact yet.
NEEDS ANALYSIS - Prospects with whom you’ve made direct contact but need more information before you can enroll them into the right plan.
PENDING ELIGIBILITY - Some of your prospects may not be quite ready to enroll, such as your T65 clients.
ENROLLED - Clients who have completed their enrollment but haven’t reached the effective date yet.
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.
PROSPECTS TURNING 65 - Prospects turning 65 in the next 6 months.
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 - The ****current 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.