Getting started
About Spark
Onboard to Spark
Support contactsThe Spark platform
Business reporting
White-labelingAgency viewPlatform ChangelogRecruiting
Sourcing
OnboardingOnboarding agents
New agent contracting
Ready-to-sell chase
Platform onboardingServicing agents
Agent Help Center
Marketing SupportBack office
Finance & coop
Managing hierarchies
ComplianceOffboardingTraining
Live trainingsOther
Special programsAnnouncementsPlatform Onboarding Companion
Here’s a step-by-step companion guide to help as you continue through with your onboarding process. Learn more about the lifecycle of a contact with the guide below!
‣
1. Set up your Marketing Profile
‣
2. Adding contacts
‣
3. Needs Assessment
‣
4. Scope of Appointment
‣
5. Quote and Enroll - SunFire
‣
6. Client Retention Program
‣
7. Leveraging Client Services and Support
If you have additional questions as you are onboarding, check out our Spark Support guide with a list of teams and how we can help!