Below are some additional topics covered briefly during onboarding:
Gather information via a digital survey with our platform’s Needs Assessment, also known as a Needs Analysis. You can send the Needs Assessments from two locations within the contact’s page.
Sending a Needs Assessment for Prospects
📢 Please note that Needs Assessments are personalized per contact, so they can not be used for mass communications
CMS has re-implemented the 48-hour rule between Scope of Appointment (SOA) and agents meeting with beneficiaries. There are exceptions for walk-ins and during the end of both the Annual Enrollment Period (AEP) and Open Enrollment Period (OEP). According to CMS, SOAs are only valid for twelve months after a beneficiary has signed.
SOA Compliance Rules
You can send a digital SOA outlining the specific topics for the meeting you and your contact will have. CMS has re-implemented the 48-hour rule between the Scope of Appointment (SOA) and agents meeting with beneficiaries.
Generic Scope of Appointment
There’s additional training on SunFire and you can read through our Guide to Quote and Enroll for all our resources.
Please note: there is roughly a 5 business day turnaround from when you are confirmed as Ready to Sell and when you can expect to receive your Sunfire account.
Get Started with Spark Quote and Enroll Walkthrough
Once your contact has been created, click Quote and Enroll in the contact details page. Next, click Launch Sunfire, and you'll be taken to a quote for your new contact!
Improve your client retention without lifting a finger! We'll send emails and postcards to your clients throughout the year – at no extra cost, and always in your brand. This is completely optional.
Activating the Client Retention Program
Activate the Client Retention Program by navigating to Back Office, and selecting View retention campaigns under Client Retention. tab under Marketing. Here, you will be able to view the options you have opted in to.
Please note that the birthday cards are $2.50/card, and you will be billed quarterly.
We know your contacts sometimes need assistance with things like billing, scheduling appointments, or searching for a provider. With our Support request feature, you can have the Client Services Team act as an extension of your support team.
Your active clients can reach out to Clients Services Team via phone at (855) 949-2097 or email [email protected]
How to Submit a Support Request
Click the link below to learn how to create a support request step by step.
Have questions while going through the onboarding process? Check out our Spark Support guide to be directed to the team you need.