You’ll be able to access the tool via the Spark platform. It will be released in early October after 2026 benefits are public.

Use the tool to compare core benefits between different plans for the locations you’re licensed in.

The tool will include all plans for a given county, including non-commissionable ones. It won’t show which ones are commissionable or not, but we have a database of non-commissionable plans here.

The tool will help you query high-level benefits in a county, but Sunfire comparisons will still be the best way to share quotes with your clients.

You’ll be able to search by county.

You can access it in your account here. Here’s a guide to how it works.

Within the tool, click Add source to generate a unique QR code. It’ll automatically pull information from your Marketing profile to show customized contact information and scheduling links. See the tutorial for more information.

Yes! You can generate a URL as well as a QR code.

Yes! All of our marketing resources are approved by CMS for compliance. The Sources tool collects a PTC when the client fills out the form.

It is available in just Spanish and English currently.

Yes, you can create and download unique QR codes for each social media post to get a better idea of how they perform and which post converts best.

Yes, a client does not need to complete a needs assessment to be enrolled. However, we strongly encourage all agents to follow up with those clients to ensure they are accurately capturing providers, medications, conditions, and more, and matching them with a plan that fits their needs.

Yes, our needs assessment has fields for PCP and specialists. Our database flags the doctor's area of expertise in your contact’s record.

Yes, a client can bypass the needs assessment in the tool. To have them fill it out at a later time, ressend the needs assessment through Spark.

Yes, the needs assessment and SOA are the same as the ones sent through the AEP retention campaign.

Yes, here’s a guide on bulk SOAs.

We will never sell your data. You own all the information, data, and materials you upload to Spark. See our terms of service here.

Yes, use webhooks to integrate with GoHighLevel. See this Help Center page for instructions. You can also join our Sep. 22 Zapier + Webhooks webinar to learn more.

Yes, through Sunfire. You can send the personalized URL to your clients. Spark then automatically captures that data.

Early October!

Plan disruptions and plan analysis will happen prior to AEP. After AEP, we will continue to update your book anytime we get carrier updates (about once a week).

The AI Assistant will run a disruption analysis for all clients uploaded to Spark. However, it requires up-to-date needs information to work properly. If you didn’t opt into the AEP retention campaign to send needs assessments automatically, you can still send them manually through the platform.

We ask that you upload your book at one time. We can support ongoing leads uploads but not the book.

The AI Assistant will run a disruption analysis for all clients uploaded to Spark. However, the AI Assistant can only update the policy history for clients you’ve written under the Spark platform. As you rewrite those clients in 2026, we’ll be able to update their information.

Yes. We recommend always starting in Spark to collect client needs before visiting carrier portals to enroll them. Spark will then automatically pull the data for the contact you created.

Yes, CMS will publish 2026 plan data on October 1. The Assistant will process all plan exits within the dataset and start flagging them in your account in early October.

Yes, this is part of the AI Assistant's functionality.

Yes! As reported to us by the carrier.

No, this is not currently in scope.

Currently, if you have access to the agency view in Spark, you can go to the Finances tab to view both your override and street commissions.

In the future, the AI Assistant will be able to cross-reference your commission with any policies that get written.

Yes!

You can add them to Spark and add the policies as an “other” policy type.

Yes, it is free to use for all Spark agents.

You can currently sort by company using contact filters.

No, but Sunfire will have this feature this year.

No limit. You receive 50 free requests per year and can add additional batches of 10 support requests for $300 per batch.

See our guide. If you want to contact Client Services as the agent, please submit a support ticket for your active client.

Your active clients can also contact the Client Services Team at (346) 771-9967 or email [email protected].

Yes!

If you’re opted in, the campaign sends a maximum of three emails and postcards to your clients, prompting them to complete a needs assessment and/or SOA.

The last day to opt into the AEP retention campaign was Tues, 9/16, but you can still upload your book of business to Spark and send needs assessments manually.

Go to Client Retention Programs in Spark to see if you’ve opted in.

Yes you can edit the contact in Spark. Please do this by Sept. 19 as we pre-order postcards and queue up emails in advance.

Yes, you can access campaign responses by clicking “Contacts to Review” on the Contacts Page: https://platform.sparkadvisors.com/contacts/

Yes, you can do this by clicking the blue down arrow on the top right-hand corner of the contact record and clicking “Communication Preferences.”

No, they will not.

If a client completes the Needs Assessment form that is sent to them via postcard or email, they will not receive the subsequent emails in the drip campaign.

It’s included in the assessment if you have configured it to send.

Unfortunately, no, this is not possible at this time.