Spark Platform Training & Member Services Overview [In-person at WeWork]

​So you're working with Spark, now what? 🤔

​Share one hour of your time with me this week so I can walk through successful navigation of the Spark Platform and understand how Member Services supports you and your clients.

​Make sure that you have followed the steps below-

1. ​Sign the terms and conditions (this says that your data is always yours, we can support your clients following HIPAA guidelines, and gets you Spark Platform access)

2. ​Upload your book of business here.

   1. ​Once uploaded, our navigator team will be able to have the information necessary to support your clients with questions or concerns

   2. ​You can download your client information straight from carrier sites by clicking on this link. This should take 15-20 minutes depending on how many carriers you work with. If you experience any challenges, call our agent support line for assistance at (212) 847-0697

3. ​If you already have platform access, update your marketing profile-

   1. ​This helps us personalize communications to your clients through our white label communications outreach

   2. ​Sign into the Spark Platform, and click on "My Account" in the bottom left corner under the navigation menu

   3. ​From there, click "Add Photo" and crop and save the image.

   4. ​Fill out the bio, languages, and "business card" information as well