🏠

Agent Home

YEAR OVER YEAR PRODUCTION - A comparison of your production numbers from this year compared to last year. You can move your cursor over each bar in the graph to see a breakdown of which plan types you have sold.

Prospect Activity - A view of which stages your Prospects are.

CONNECT - Prospects with whom you haven’t made direct contact yet.

NEEDS ANALYSIS - Prospects with whom you’ve made direct contact but need more information before you can enroll them into the right plan.

PENDING ELIGIBILITY - Some of your prospects may not be quite ready to enroll, such as your T65 clients.

ENROLLED - Clients that have completed their enrollment but haven’t reached the effective date yet.

TOTAL CONTACTS - A total of all your Contacts saved in your Spark account.

ACTIVE CLIENTS - The number of clients with active policy and past their effective date.

CURRENT PROSPECTS - A total of prospects or leads not yet enrolled in a Medicare plan.

Events

REMINDERS TODAY - The number of Reminders that are scheduled for today.

REMINDERS THIS WEEK - The number of Reminders for the next 7 days..

UPCOMING BIRTHDAYS - List of active clients with birthdays in the next 30 days.

PROSPECTS TURNING 65 - Prospects turning 65 in the next 6 months.

SUPPORT REQUESTS

ACTIVE REQUESTS - The total of support requests that are still being worked by Spark’s Client Services team.

REQUESTS THIS YEAR - The total of support requests you’ve submitted this calendar year.

CLIENT SATISFACTION - The current summary of your client’s satisfaction after working with our Client Services team.

HOURS SAVED -

A running total of hours of extra work your Spark platform has saved you.

← Previous

Platform features

Quote & enroll

Agent Home