[ARCHIVED] Spark Agency Center
[ARCHIVED] Spark Agency Center
/Business reporting
Business reporting
Business reporting

Business reporting

Getting started

About SparkAbout SparkOnboard to SparkOnboard to SparkSupport contactsSupport contacts

The Spark platform

Business reportingBusiness reportingWhite-labelingWhite-labelingAgency viewAgency viewPlatform ChangelogPlatform Changelog

Recruiting

SourcingSourcingOnboardingOnboarding

Onboarding agents

New agent contractingNew agent contractingReady-to-sell chaseReady-to-sell chasePlatform onboardingPlatform onboarding

Servicing agents

Agent Help CenterAgent Help CenterMarketing SupportMarketing Support

Back office

Finance & coopFinance & coopManaging hierarchiesManaging hierarchiesComplianceComplianceOffboardingOffboarding

Training

Live trainingsLive trainings

Other

Special programsSpecial programsAnnouncementsAnnouncements
View detailed information about all of the business reports we provide. We have broken the reports down by the source-data.

Business Reports in your Spark Platform

AgentsAgents
Agents
Policy ProductionPolicy Production
Policy Production
Production DashboardsProduction Dashboards
Production Dashboards
Platform DashboardPlatform Dashboard
Platform Dashboard

Note: The information/data you see is based on which view you’re in. If you are looking for your personal data, toggle to agent view. If you are interested in data for your entire downline, toggle to Agency view.

FAQ

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Can I view contact & policy data inputted by my agents in the Spark platform?
‣
Is there a way to see which clients are new to my entire book of business across agents? (in addition to which are new to the carrier)

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Finance & coop

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