How often does the AI Assistant update?
How often does the AI Assistant update?
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).
Can you use the AI only if you’ve opted in to the AEP retention campaign?
Can you use the AI only if you’ve opted in to the AEP retention campaign?
The AI Assistant will run a disruption analysis for all clients uploaded to Spark. However, it requires up-to-date information on needs 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.
Can we upload the book of business and client info at any given time throughout the year? Is it basically just file dropping and mapping the fields?
Can we upload the book of business and client info at any given time throughout the year? Is it basically just file dropping and mapping the fields?
We ask that you upload your book at one time. We can support ongoing leads uploads, but not the book.
Will the AI Assistant clean up my entire book if I upload it to Spark, including contacts who were with me before I joined Spark and didn’t enroll through the platform?
Will the AI Assistant clean up my entire book if I upload it to Spark, including contacts who were with me before I joined Spark and didn’t enroll through the platform?
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.
If we sign the client up on the carrier website, do we need to create a client profile with the plan attached in Spark so we get all the updated information on them?
If we sign the client up on the carrier website, do we need to create a client profile with the plan attached in Spark so we get all the updated information on them?
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.
Will the AI Assistant monitor all plan exits?
Will the AI Assistant monitor all plan exits?
Yes, CMS will publish the 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.
Will you be advising us which clients are on plans that are being crosswalked or terminated?
Will you be advising us which clients are on plans that are being crosswalked or terminated?
Yes, this is part of the AI Assistant's functionality.
Will we be able to see who disenrolled?
Will we be able to see who disenrolled?
Yes! As reported to us by the carrier.
Will the AI Assistant flag and delete dupes?
Will the AI Assistant flag and delete dupes?
No, this is not currently in scope.
Will the AI Assistant help with tracking commissions?
Will the AI Assistant help with tracking commissions?
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.
Will the AI Assistant be available in the LOA portal?
Will the AI Assistant be available in the LOA portal?
Yes!
I have 1000+ ACA members and am having issues keeping track of members turning 65. Any suggestions?
I have 1000+ ACA members and am having issues keeping track of members turning 65. Any suggestions?
You can add them to Spark and add the policies as an “other” policy type.
Is the AI Assistant free of charge to us?
Is the AI Assistant free of charge to us?
Yes, it is free to use for all Spark agents.
Will the AI Assistant be able to sort by company?
Will the AI Assistant be able to sort by company?
You can currently sort by company using contact filters.
Can we use Spark to bring up a side-by-side comparison of the client's 2025 plan and the chosen 2026 plan?
Can we use Spark to bring up a side-by-side comparison of the client's 2025 plan and the chosen 2026 plan?
No, but Sunfire will have this feature this year.