Getting started
The Spark platform
Recruiting
Onboarding agents
Servicing agents
Back office
Training
Other
Understand how carriers pay you commissions, how to view any override payments you earn, how to forecast your business, and how to submit marketing receipts.
Forecast your agency’s business
Whether you are recruiting street agents or hiring LOA agents, use this business plan to set your goals and track your progress.
If you write business as an individual, you can forecast your individual business here
Deal Negotiation
Use this financial plan to recruit more sub-agencies by highlighting how much you and your new downline can make by hitting various goals.
Understand your commissions
Commissions can get complicated, so you’re not alone if you’re feeling lost! Commission amounts may be impacted by the base CMS rate, type of plan, seasonality, beneficiary eligibility, state, and numerous other factors. In this primer, we’ll give you the tools to decipher both street and override commission statements
Understand your available co-op marketing
Our goal is to make it seamless for you to track and manage your co-op balance. We’ll break down where you can view marketing co-op you have earned, spent, and approved for your downline agents. Learn how to view your available co-op through our walkthrough.
Billing Policies
Commission Payment Policies
Frequently asked questions
General Finance
Commissions
Co-op
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