Navigate to <https://platform.sparkadvisors.com/>

**Year over production** comes directly from the reports provided by the carriers you are contracted with.

You can see here we show you month to month breakdowns reflecting your production. It also shows data on your previous year so you can compare.

JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDEC020406080100120

You can also move your cursor over any of these bars to see the total number of enrollments or a breakdown of which type of plans your clients are enrolling.

**Prospect Activity** - gives you a snapshot on where your prospects are in their enrollment process

**Connect** - those are going to be folks with whom you haven't made direct contact with yet.

184

Connect

21

Needs analysis

0

Pending eligibility

0

Enrolled

Once you have made contact with contacts, their status will change to **Needs Analysis.** While you've made contact with them, you still need more information like prescriptions, providers, ect. 

**Pending Eligibility -**  the status for Prospects that aren't quite ready to enroll yet. Maybe they're a T65 Prospect, or they are waiting on a Special Enrollment Period. Whatever the reason you can mark them with this status so you know to come back to them when the time is right.

**Enrolled - Prospects that are enrolled in a new plan, but their effective date hasn't happened.**

Prospect activity

184

Connect

21

Needs analysis

0

Pending eligibility

0

Enrolled

You can click on any of these boxes and see a list of your prospects for each of these status as well.

**Click Total Contacts -** View all the contacts in your platform.

**Click Active Clients -** View a list of your active clients in the platform. 

**Click Current Prospects -** View a list of Current prospects in your platform. 

With the **Report** set on **Active Clients,** you can view a list of your active clients in the platform. By clicking the dropdown, you'll see a list of additional filtering options. 

Contact name, email, or phone
Report
Active clients
Edit report
Export data
Sort by
Last action (newest)

Active clients

2 filters

Clear all filters

**Events - A list of upcoming events in your platform.**

You'll have Reminders and birthdays. By clicking them, you'll be brought to a list of upcoming events. 

If you click on the "prospects turning 65" it will make a list of all the prospect you have on the platform who are turning 65 in the next 180 days.

Turning 65 in next 180 days

4 filters

Clear all filters

Back on the "Home page" we also have a "Support requests" 

Click " Active request" to see how many active requests you have open

We are have a running total for your request for the entire calendar year. 

Right below that you will see "Client satisfaction" this is a summary of your client satisfaction after working with our amazing client services team. 

**Hours Saved -** the total running hours you have saved by turning over these cases to our specialist on the Client Services team.

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