Keep up-to-date data on all your prospects and clients as your business grows
Click the button below to view a walkthrough for managing your client data:
As a one-stop-shop Medicare CRM, adding your clients and prospects to your Spark Platform account is the first step to taking advantage of all of Spark’s features.
Create your first contact:
Note on Zip Codes for Contacts
At Spark, we comply with USPS and government-assigned county data for all ZIP codes. While some ZIP codes may span multiple counties, we are only able to assign the county that is officially designated by USPS/the U.S. government for that ZIP code.
If you have questions about a specific ZIP code’s county assignment, you can verify it directly through the USPS ZIP Lookup tool.
Contact Types and Stages
Prospect Stages
Connect
This stage is for prospects with whom you haven’t made direct contact yet.
Needs Analysis
These are prospects you’ve talked with, but you still need to collect more information to help them enroll in the right plan. Your Spark account will streamline the process with our built-in tools:
Pending Eligibility
Some of your prospects may not be quite ready to enroll, such as your T65 prospects or prospects waiting for a special enrollment period. You can continue to gather their information and follow up when they are eligible to enroll. If your client has made any changes to their profile via a survey (Needs Assessment or AEP survey), they would be marked as Pending Eligibility, too. Confirm their changes, and they will revert back to Active.
Lost
If a lead is no longer available (not interested, deceased, etc.), they can be listed as Lost.
Active Client Stages
Enrolled -This stage is for when your clients have completed their enrollment but haven’t reached the effective date yet.
Active - Your client’s status will automatically update to Active once they reach their effective date and they are covered by their new plan.
Lost - If a Client is no longer enrolled in a policy you have sold to them, or they have passed away, they will be “Lost”
Changing Contact Stages
Contact stages are changed as you move your contact through the sales process. Below is how you can change the status of your contact:
Connect to Needs Analysis
Connect to Needs Analysis
Your contact has been added via a Source, but you still need more information from them.
If you want to move them along to the next stage as Needs Analysis, the first step would be to send them a Needs Assessment.
Please note that your contact will only have the Connect stage if they are added via a Source.
Needs Analysis to Enrolled
Needs Analysis to Enrolled
You are able to change your contact from the Needs Analysis stage to the Enrolled stage after you have received their policy information (which you can do through a Needs Assessment).
If the policy isn’t active yet, they will go into the Enrolled stage, like below:
Enrolled to Active
Enrolled to Active
Your contact will move from Enrolled to Active once they are enrolled in an Active policy.
If their policy is active on February 1, 2024, they will remain in the Enroll stage until then.
Active to Lost
Active to Lost
Marking the client as lost will give you a few options:
If you mark the client as Lost, their status will change from Active to Lost.
If you have accidentally marked the client as lost, you can re-add their policy and they will revert back to their previous stage.
Also, Marking the client’s policy as inactive will change their stage to Lost.
Pending Eligibility to Active
Pending Eligibility to Active
You can change your contact from Pending Eligibility back to Active by selecting Unflag for review on an active policy.
You might have flagged it when needing to review plan options with your client, or they wanted to meet with you to go over their plan options.
You can also change from Active to Pending Eligibility by selecting Flag for review.