The Spark Platform
Understand key features and how to navigate the platform.
Home and Agents
Review the options in your Home and Agents tab
Leaderboard
Foster internal competitiveness and motivation by giving LOA agents visibility into how they rank among their peers.
Contacts
Learn how to manage your contacts
- Contact List Work Queues
- Contact Stages
- Beneficiary Lookup
- Export Your Clients and Mail Merge
- Request a Client Referral
- Never Miss a Task
- Create Contact Reports
- Agency Book of Business
- Automated Plan Exit Flagging
- Historical Crosswalks
- Automatic Policy Updates
- AI Assistant FAQ
- Plan Disruption Analysis & WebhooksHow plan disruption analysis is communicated through webhooks
- Assigning contacts to LOA agentsHow to distribute contacts within an LOA book of business across LOA agents
SunFire Quote & Enroll
Quote Medicare Advantage and Supplement plans from 100+ companies and enroll your clients directly from the Spark platform.
- SunFire Quote & Enroll Overview
- Quote & Enroll FAQ
- Send a Needs Assessment
- Send a Scope of Appointment (SOA)
- Sunfire Supported CarriersFind a list of which carriers support Quote and Enroll on Sunfire.
- Determining Medicaid Eligibility via SunFire and Carrier Portals
- Quote Medicare Supplements
- SunFire Medicare Supplement & DVH Capabilities
- Emailing and Texting Quotes and Comparisons to Clients
- Comparing Suppressed Plans in SunFire
- Sending E-Sign Plan Enrollment Requests via Text and Email
- Quote & Enroll Plan Enrollment E-Signature Process
- Finding PINs and Enrollment Codes in Dashboards
- Paper Application Submissions
- Submitting an Enrollment Application Directly to the Carrier- Video
- Health Risk Assessments (HRA)
- Resolving Prescription Issues in SunFire Before Quote & Enroll
- Resolving Drug Pricing Discrepancies
- Sunfire’s Blaze
- CSG Quoting & e-Applications
- Call Center Benefits ActivationOverview and details on call center benefits activation programs delivered on Sunfire's Ignite platform.
- Plan Fit (Beta)Learn how to quote Medicare Advantage plans directly within Spark.
- Ancillary cross-sell opportunitiesUnderstanding cross-sell opportunities presented in Spark.
Marketing
Spark your Marketing! Explore a wealth of resources for marketing strategy, creativity, and success.
- Getting StartedGet started with marketing on the Spark Platform8 articles
- Marketing MaterialsYour one-stop library of compliant, white-labeled marketing assets right in the Spark platform8 articles
- Marketing GuidesComprehensive resources and strategies to help you master marketing11 articles
- Social MediaStrategy Guides, Ads, and Resources5 articles
Back Office
Learn more about the options available in your Back Office.
- Carrier Contracts 9 articles
- User ManagementProvide access to your Spark account with various levels of permissions.1 article
- Business PerformanceRun reports on your applications and enrollments.4 articles
- Needs assessmentCustomize your needs assessment and intake forms.1 article
- Client RetentionWe'll send emails and postcards to your clients throughout the year – at no extra cost, and always in your brand.10 articles
- Platform DataCreate an API key to use with Zapier, set up a contact webhook, or export your platform data1 article
Client Services
Let Spark’s team of healthcare experts help resolve many of your clients’ issues on your behalf.
Record Your Calls
Spark's Call Recording Feature
Additional Resources
Spark Mobile, Translations, and feedback
- Providing Feedback
- Spanish Translations with Spark
- Spark on your Mobile Phone
- Zapier User Integration Guide
- Zapier and Webhooks: A User Integration Guide
- Spark Platform Access Removed: What Happened and Who to ContactFor agents whose Spark platform access was removed after an agency requested a release or termination. Other login trouble? See Access Your Spark Platform Account.
Platform Changelog
Keep track of all the changes we’ve been making at Spark by referencing our Platform Changelog!