Ready-to-sell chase

Getting started

The Spark platform

Recruiting

Onboarding agents

New agent contracting

Servicing agents

Back office

Training

Other

This section describes what happens after an agent has completed their contracting link.

Making agents ready-to-sell

Spark will make sure your agents are contracted and certified with all of the carriers you want them to have. In addition to making contract statuses available in our platform, we regularly remind agents and share contracting walkthroughs.

See below for the types of contracting & ready-to-sell notifications we send to you included:

Event Trigger	Notification
New contract request	Email with walkthrough instructions. Principal cc’d on this email.
21 days after contract sent	Pending notice 1 week until contract has expired with specific instructions for the agent.
30 days after contract sent	Pending notice that the next-day contract will expire. Principal cc’d on this email.
Weekly at regular time	Digest of all “pending” contracts. If there are no pending contracts where an action by the agent is required, the notification stops.
Monthly at regular time	Text reminder to review pending contracts and confirm whether to cancel or proceed
Troubleshooting	Follow-up emails as needed with principal cc’d.

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Email Examples

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Contracting agents

Platform onboarding

Making agents ready-to-sell
Email Examples