Client Retention

Getting started

Onboard to Spark

Support contacts

The Spark platform

Business reporting

Platform Changelog

Recruiting

Onboarding agents

New agent contracting

Ready-to-sell chase

Platform onboarding

Servicing agents

Agent Help Center

Marketing Support

Back office

Managing hierarchies

Training

Other

Special programs

Client Retention Program

Improve your client retention without lifting a finger! We'll send emails and postcards to your clients throughout the year – at no extra cost, and always in your brand.

Opt-in on your platform so your clients automatically receive the following engagements:

Ready to get Started?

Activate Client Retention Here

List of engagements

1: New Plan Enrollment

1: New Plan Enrollment

1: New Plan Enrollment

2: AEP Campaign

2: AEP Campaign

2: AEP Campaign

4: Birthday Cards (opt-in)

4: Birthday Cards (opt-in)

Frequently Asked Questions

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How can I ensure my clients are receiving retention engagements on an ongoing basis?

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What happens when a client churns or passes way?

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Can I exclude individual clients from certain engagements?

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Will I have visibility into the engagements that have been sent to my clients?

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I have clients with life insurance policies. Do you do anything for them?

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How can I pay my invoice for handwritten birthday cards?

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I think I turned on Member Services but am not sure?

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