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Office Hours: Upload your Book of Business

 

Registration

This event has multiple sessions. Please select which sessions you'd like to join.
Thu, Dec 1
6:30 PM
1 session selected

Event Information

Need help importing your Book of Business into Spark? Join Courtney for an open session where she can provide personal guidance on getting your contacts into Spark!

Join Zoom Meeting

https://us02web.zoom.us/j/4844188491?pwd=bTZzTGdTc05GVEc0ZGxLZmF2U2tRdz09

Meeting ID: 484 418 8491

Passcode: 8HECs7

***In preparation, please have the following links handy for the session***

Data Walkthroughs (videos and step-by-step guides for major and regional carriers) : https://www.notion.so/sparkadvisors/Data-Walkthroughs-95ff21078b0f4027aa9da4083674430e

FAQ (under 'How do I upload my client data?') : https://www.notion.so/sparkadvisors/FAQ-5ddd37b214484857ad4331c9013939f1

Data Upload Form (to securely send your client data to Spark) : https://docs.google.com/forms/d/e/1FAIpQLSchVd7KVJKnRfeJJ4SfUIwzdPQtpuEqgHE8QKZRlDKi6U8ysA/viewform