Gather your contact’s health information with this time-saving tool.
How it works
Easily send a survey to any of your contacts individually or via a bulk send. This survey will cover the full scope of information you need to quote your contacts and prepare for your sales meetings – no pen or paper required.
The survey can also be customized to fit the specific needs of the contact.
The questions presented will depend on whether you are sending it to a Client or a Prospect. Once they’ve completed their Needs Assessment, your contact will be able to automatically sign a Scope of Appointment as well.
Active Clients will be prompted to fill in additional details alongside what’s already in their profile. Once updated, it will be reflected via an Updates to Review banner for you to confirm.
Prospects will be asked to provide information on their health insurance type, out-of-pocket costs, and retirement plans to give you insights into their specific needs.
💡Click the arrows below for a walkthrough of the survey for both “Active Clients” and “Prospects”. Agents can also send themselves a Needs Assessment to test the experience.
Needs Assessment for Active Clients
Needs Assessment for Active Clients
Personal details and Medicare information via the Needs Assessment is always captured, but agents can tailor specific sections for their clients upon sending the Needs Assessment.
You can also view more information by clicking the button below:
Needs Assessment for Prospects
Needs Assessment for Prospects
The process of sending prospects the Needs Assessment is similar, however, there are different customizable options available as the intake form has different questions provided; this would include Health insurance and Veterans Benefits.
You can also view more information by clicking the button below:
Bulk Send Needs Assessments
Bulk Send Needs Assessments
With Bulk Needs Assessments, you can bulk send Needs Assessments to a group of contacts in just a few clicks! You can use the pre-existing reports that are located in the Contacts tab, or generate a filtered list through our Edit Report flow. You can generate a report for T65 clients or even prospects. Once your report is generated, you can go through the Needs Assessment process, and the contacts will receive it as expected via email.
💡 Please note: To send bulk Needs Assessments, the contact must have an email address added to their profile.
Creating and Sending a Needs Assessment Link for SMS / Chat
Creating and Sending a Needs Assessment Link for SMS / Chat
To create a link you can send yourself by text or chat, see the steps at the bottom of this article. For sending from your phone, read our Spark on Mobile guide here.
💡The Scope of Appointment is included at the end of the Needs Assessment survey for your contacts to fill out automatically. Read through our guide to using the Scope of Appointment feature here.
Create a Needs Assessment link to send yourself by text, chat, or your own email
Use this when you want to send the assessment yourself instead of having Spark email it.
Open the contact's profile page in Spark.
Click the dropdown arrow next to the blue Edit contact button in the top right.
Select Send needs assessment from the menu.
In the Needs assessment window, open the Send by dropdown and select Create link for SMS / chat. This dropdown defaults to Email, so you must change it or Spark will send the assessment by email instead of giving you a link.
Set the Language dropdown to English or Spanish.
Optional: tick Customize needs assessment to choose which sections are included. Personal details and Medicare information are always captured. The sections you can turn on or off are Prescriptions, Providers, Chronic conditions, Extra assistance, and Other information.
Click the blue Create needs assessment link button.
The link appears in the Needs assessment URL (click to copy) field. Click the field to copy it.
Paste the link into a text message, chat, or an email you send from your own account. You can also do this from your mobile device.