Open - case has been opened by the carrier due to a complaint

Agent Response Request - The carrier has requested a response from the agent, and Spark is waiting for that response. Will have a due date

Agent Response Received - Spark has received a response and sent to the carrier, waiting for the carrier to investigate

More Information Requested - The carrier is requesting additional information after receiving the initial response from the agent. Will have a due date.

Module Assigned - The carrier has assigned an educational module to be completed by the agent on the carrier broker portal. Will have a due date.

Attestation Needed - The carrier has issued a notice for the agent to read and attest that they have read it, understand it, and agree to abide by it. Will have a due date.

Remedial Action Form - General term for a Corrective Action form issued by the carrier. The remedial action could be agent coaching, verbal or written warning, module assigned, termination. Will have a due date.

Escalations - Compliance will Escalate any cases that Founders need to know about.

Coaching Required - The carrier is requiring either Spark or Upline to coach the agent about the allegations. Spark schedules and conducts coaching sessions with the agent. Form will have a due date.

Coaching Completed - Agent coaching has been completed, waiting for the agent to sign the coaching form.

Awaiting Carrier Information - Waiting for Carrier to make a determination on case, or close the case.

Closed - All requirements have been completed and the Carrier has closed the case.

Withdrawn - Client withdrew the complaint with the carrier, no further action needed by agent.

Duplicate - Same case entered twice.