Enrollment Volume reporting refers to reporting related to all carrier applications generated.
Note: Data in the Enrollment Volume tab is subject to carrier delays (2-3 weeks). We recommend confirming within the carrier portal concerning timely things like pending/denied policies. Not all carriers are currently supported in this view, although all major carriers are.
To view the Enrollment Volume tab from the agent view, navigate to Back Office, click on View business performance reports and select the Enrollment Volume tab.
Carrier Application Data
The types of data you are able to view in the report are the following:
Agent/NPN
Carrier/plan/type
Client/ID/DOB
County/ST
Status/updated
Submitted
Effective
Termed
Termed Reason
Aggregated Reports
We aggregate reports from the following carriers to show production by agent by product by month:
Aetna, Alignment, Anthem, Banner, BND, Central Health Plan, Cigna (HealthSpring), Devoted, Freedom, HealthSun, Humana, Molina, Memorial Hermann, SCAN, UHC, WellCare, and Zing.
Note: We are now able to show when UHC applications accrete and then disenroll. You should expect to see changes to your UHC production data that should improve their accuracy.
All other carriers are excluded for one of two reasons:
We don’t receive production reports on a regular basis or
Our total enrollment volume is very low (<50 per year across all agents).
Reports from the carrier may be lagging a few days, so the data that you see can be up to ~14 days delayed.
We merge the reports into a single table, and then layer in Spark’s own hierarchy information so that you can view your entire downline performance.
Provides policy level insight into individual carriers or downlines.
Filtering options
The filter bar at the top of the Enrollment Volume tab lets you narrow the applications shown in the chart, the summary cards, and the table. Filters apply to the whole page at once.
Available filters:
Date view — sets the time period shown (see Time range options below).
Year — the fiscal year to view. This is disabled when a custom date range is active, since the range already defines the dates.
Carriers — filter to one or more carriers (multi-select).
Product type — filter by plan/product type.
Agent — filter to a specific agent (shown in agency performance view).
Status — filter by application outcome: Quality Enrollments (effectuated and did not term within 90 days), Rapid Disenrollments (effectuated but disenrolled within 90 days), or Attrited (never became effective).
Time range options
The Date view dropdown controls the period of data on the page:
Fiscal year — Spark's fiscal year, which runs February through January of the following year. The fiscal year runs a year ahead of the calendar year because it references the enrollment year for that year's Annual Election Period. For example, fiscal year 2027 starts February 2026 and ends January 2027.
AEP (Annual Election Period) — applications with an effective date in January of the selected year.
OEP (Open Enrollment Period) — applications with an effective date in February, March, or April of the selected year.
Rest of year (ROY) — applications with an effective date from May through December of the selected year.
Custom — choose any start and end date. See below.
Custom time range
Selecting Custom from the Date view dropdown opens the Select date range window, where you can look at any span of dates instead of a preset selling period.
Quick presets are listed on the left: Today, Yesterday, Last 7 days, Last 30 days, This month, Last month, and This year.
To set your own range, use the two-month calendar: click your start date, then your end date. Use the arrows to move between months. Choosing an earlier date after a later one automatically swaps them.
Click Apply to update the page (Apply becomes available once both a start and end date are selected), or Cancel to discard.
While a custom range is active, the Year dropdown is turned off. Custom ranges can span more than one year; when they do, the chart's x-axis labels include the year (for example, "Jan 2026") so multi-year views stay readable.
Last Updated Timestamp
The timing of production data updates can vary by carrier and policy. There are several reasons why updates for a specific policy may be delayed or stop altogether:
Agent churns
Carrier hasn’t updated data
Disenrolled member stops being tracked
Policy had a compliance issue
Hierarchy changes
Our production data stores an “updated” timestamp on each production row. You can use this timestamp to identify the last time we updated the status for that specific row of data.
Application Statuses, Term Dates, and Reasons
Production reporting now includes application term dates, along with submitted and effective dates. You can also view when an application or enrollment was terminated.
Here’s what each status indicates:
Status | Description |
Approved | Application confirmed but not effective |
Active | Application is now effective |
Attrited | Application ended before becoming effective |
Deceased | Person has died |
Policy Disenrollment | This policy has ended |
Unknown | We don’t know the state of this enrollment |
You can also view the reason why an application or enrollment terminated:
Status | Termination Reason | Description | Troubleshooting |
Attrited | Denied | Carrier denied due to error in application | Identify error and re-enroll |
Attrited | Withdrawn | Member withdrew the application before it was accepted by CMS | |
Attrited | Canceled | Member cancelled the application after it was accepted by CMS but before the effective date | |
Policy Disenrollment | Plan Change | Member changed to a new plan | Was this intentional? If not, reach out to member. |
Policy Disenrollment | Plan Exit | Policy no longer exists in area member is located | Reach out to member and evaluate new plan options |
Attrited / Policy Disenrollment | Other | Not a cleanly mapped reason to our dataset |
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Dashboard
Updates made to your production data tab beginning July 2025 may also affect the numbers you see in your Spark Dashboards. For example, when counting UHC enrollments, we are now factoring in disenrollments.