Getting started
The Spark platform
Recruiting
Onboarding agents
Servicing agents
Back office
Training
Other
Platform 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!
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1. Set up your Marketing Profile
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2. Adding contacts
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3. Needs Assessment
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4. Scope of Appointment
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5. Quote and Enroll - SunFire
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6. Client Retention Program
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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!