A video library showcasing key platform features and how to use them effectively.
Live Trainings: View our training schedule here
Name | Description |
Jon covers the 2026 AEP Client Retention Program | |
Part 2 of our AEP Retention Survey webinar, where we'll cover how to process inbound surveys and strategies for retaining your book of business this AEP. | |
A deep-dive session on how Spark Client services team and help you support and retain your book of business! | |
Introduction to Medicare Supplements and Med Supps Quote & Enroll Options | |
Walkthrough on the basics of using the Med Supp quoting tool in the Spark platform. | |
Manage admins, agents, or Agency Principals in your account, tailoring their access to support all of your needs (especially during the chaos of AEP!) | |
Our guide session to learn about the automated postcards and emails initiated from the Client Retention program. We’ll cover the setup, content, and management for our automations program. | |
A deep dive in Spark’s latest feature: Marketing Materials. Join us as we go in-depth about the new offering and how you can set up your marketing profile to get the best out of it! | |
Our first quarterly new features update where Jon will provide a run through of each new feature launch in the Spark platform! | |
A walkthrough on using Spark’s newest feature: Call Recording within the platform. Learn how to enable the feature, have inbound and outbound calls, and download the recordings all from the platform. | |
Workshop guiding you on workflows for utilizing spark on your mobile phone |