Back Office
Learn more about the options available in your Back Office.
28 articles
- Contracting Page - Agent View
- Agent Requests via Carrier Contracts Tab
- Contract Link Resend Request - Agent Process
- Contracting Page - Agency Principal View
- RTS (Ready to Sell) 2026 & 2027See your Ready to Sell status for both the 2026 and 2027 plan years, and understand what affects when your 2027 status appears.
- Agency View: Creating a Link via Carrier Contracts
- Carrier Contract Forms LOA and Street Level Overview
- Contract Link Resend Request - Agency Principal Process
- Carrier Pages
User Management
Provide access to your Spark account with various levels of permissions.
Business Performance
Run reports on your applications and enrollments.
Client Retention
We'll send emails and postcards to your clients throughout the year – at no extra cost, and always in your brand.
- Client Retention Program
- Enabling the Client Retention Program as an LOA AgencyA two-role guide for Agency Principals and LOA Agents on enabling and configuring the AEP Retention Campaign for an LOA book of business.
- FAQ: Client Retention Program
- New Plan Enrollment Campaign
- 2027 AEP Retention Campaign
- Monthly Newsletter (Opt-In)
- Birthday Cards (Opt-In)
- Online Reviews (Opt-In)
- Plan Exit Campaign
- New Plan Submitted Campaign
Platform Data
Create an API key to use with Zapier, set up a contact webhook, or export your platform data