Platform Dashboard
The Platform Dashboard gives you insights into all of your contact data that is added to your Spark account. This data pulls from all your downline’s platform contacts list. This dashboard will give you insights on your agency’s book of business regardless of hierarchy. On this dashboard you’ll have breakdowns of your clients by:
- Language, State, and age
- Policy and carrier percentage breakdowns to tell you where you’re doing the most business
- Counts on the support types that our Client Services team is providing to your book
- And a breakdown of enrollments by carrier and county
- Member Services - Engagements by month and support request types and statuses
You can see aggregated information about your downlines in your Spark Dashboards, this includes things like how many total clients your agency has in Spark Platform, or what percentage of contacts in platform are on which carriers.