Back Office
Learn more about the options available in your Back Office.
25 articles
Back Office
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
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.
User Management
Business Performance
Run reports on your applications and enrollments.
Business Performance Overview
SunFire Applications Tab
Enrollment Quality Tab
All Carrier Enrollments Tab
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
FAQ: Client Retention Program
New Plan Enrollment
2026 AEP Retention Campaign
Monthly Newsletter (Opt-In)
Birthday Cards (Opt-In)
Online Reviews (Opt-In)
Plan Exit Campaign
Platform Data
Create an API key to use with Zapier, set up a contact webhook, or export your platform data
Contact Sync (Webhook Guide)