Client Retention Program

Created

Mar 3, 2024 6:15 PM

List of engagements

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Want to get started with the client retention program? Ensure you’ve completed the following steps, and submit the form in step 4! We’ll follow up with confirmation.

Ensure your book of business is uploaded into the Spark Platform

Here’s a list of walkthroughs on how to pull your books from carrier sites.
Be sure to include language preference, active policy info and client policy & prescription info in your uploads.
Need some help? You can also sign up for our Book of Business Office Hours here.
Once you have compiled your lists, upload them here.

Update your marketing profile in the Spark platform

The logo, branding, color palette, and agency info in your marketing profile will be used on all of your client engagements! You can complete this information here.

Confirm that policy info has been entered for all of your clients

Clients with “Active” MA, MAPD, PDP or MedSupp plans in their Spark contact profiles will be activated for the client retention program.

Let us know you’re ready to get started!

Please complete this form to let us know that you’d like to opt-in to the client retention program.

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 treat 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?