The Spark Platform
Understand key features and how to navigate the platform.
177 articles
Leaderboard
Foster internal competitiveness and motivation by giving LOA agents visibility into how they rank among their peers.
Agent Leaderboard
Contacts
Learn how to manage your contacts
Manage Your Prospects
Contact List Work Queues
Beneficiary Lookup
Manage Your Client Data
Export Your Clients & Mail Merge
Never Miss a Task
Request a Client Referral
Create Contact Reports
Agency Book of Business
Automated Plan Exit Flagging
Historical Crosswalks
Automatic Policy Updates
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)
Sources: Lead Intake Forms and QR Codes
Sunfire Supported Carriers
Determining Medicaid Eligibility via SunFire and Carrier Portals
Quote Medicare Supplements
SunFire Medicare Supplement & DVH Capabilities
Emailing and Texting Quotes and Comparisons to Clients
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
Complete a Health Risk Assessment (HRA)
Resolving Prescription Issues in SunFire Before Quote & Enroll
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 platform10 articles
Marketing GuidesComprehensive resources and strategies to help you master marketing13 articles
Social MediaStrategy Guides and Ads6 articles
Sales and Educational EventsWhat does success running events look like?3 articles
Carrier Contracts 10 articles
User ManagementProvide access to your Spark account with various levels of permissions.1 article
Business PerformanceRun reports on your applications and enrollments.3 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.8 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.
Client Services Overview
About our Client Services Team
Submitting a Support Request to Client Services
Client Services FAQ
Record Your Calls
Spark's Call Recording Feature
How to Record Your Calls
Call Recording Support
Call Recording FAQs
Platform Changelog
Keep track of all the changes we’ve been making at Spark by referencing our Platform Changelog!
Platform Changelog