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Platform Onboarding Companion
Platform Onboarding Companion

Platform Onboarding Companion

Getting started

About SparkAbout SparkOnboard to SparkOnboard to SparkSupport contactsSupport contacts

The Spark platform

Business reportingBusiness reportingWhite-labelingWhite-labelingAgency viewAgency viewPlatform ChangelogPlatform Changelog

Recruiting

SourcingSourcingOnboardingOnboarding

Onboarding agents

New agent contractingNew agent contractingReady-to-sell chaseReady-to-sell chasePlatform onboardingPlatform onboarding

Servicing agents

Agent Help CenterAgent Help CenterMarketing SupportMarketing Support

Back office

Finance & coopFinance & coopManaging hierarchiesManaging hierarchiesComplianceComplianceOffboardingOffboarding

Training

Live trainingsLive trainings

Other

Special programsSpecial programsAnnouncementsAnnouncements

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!

Attend a training

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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!

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support@sparkadvisors.com