Starting in the **Contacts** tab, you'll see under **Contact Stages**, you have a list of contacts and their current status. From Connect to Active to Needs Analysis. Based on their stage, this will help guide your decisions to assisting them.

Let's take a look at our current Prospect, Betty White.

We can see here that Betty's current stage is **Prospect: Connect**, so we know we need to reach out to her.

Our **Next Action** menu helps track and guide you through supporting your client.

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Betty White
Edit contact
bettywhite123@gmail.com
(212) 548-8787

Prospect: Connect

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Show more contact details

Amy Washington

Connect

Use the next action menu to track your progress and update your activity.

Next action
I'll try again
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Policies
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Active policies

No active policies

Pending policies

No pending policies

Contact history
Information & needs
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Client support
Contact history
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Date ↓

Betty White was added as a new Dr. Vega Referrals lead. View their signed PTC form.

Today, 2:07 p.m.

If you haven't heard from your contact yet, you can click **I'll try again --&gt; Continue** to resend a follow-up message.

Under **Contact History** we can keep track of our engagements with our contact.

You attempted to contact Betty White: 1st time

Today, 2:08 p.m.

Click "**Send needs assessment**" and **Continue** to send out the Needs Assessment to gather additional information from your contact.

Click "Send needs assessment" after setting your preferences.

You'll notice further information is being saved under **Contact History**.

From: Amy Washington <no-reply@spkstaging.com>

To: bettywhite123@gmail.com

Subject: "Medicare information request from Amy Washington"

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There are additional actions we can do with our Contact. We can add a reminder, add their policy directly to their profile, and mark as lost as well.

Let's say our contact is T65 soon, but we need a reminder added to remember to reach out once she is 65. We'll select the Action and then click Continue.

Switch to tab "(6) Manage your prospects"

We'll set the date, add a subject, and then click **Add reminder.**

Under **Information & needs**, we can keep track of their current Medicare information. This includes pharmacies, physicians, and prescriptions.

Primary care physician
Add primary care physician
Healthcare providers

Psychologist

SARAH D SMITH

Address

120 Highland Ave Middletown, NY 10940

Phone

(845) 791-8800
Add healthcare provider
Preferred pharmacies

ACE DRUGS

Location

194 BROADWAY
NEWBURGH, NY 12550

Phone

(845) 561-5253

Add mail order pharmacy
Prescriptions

Prozac

20 mg oral capsule

30 every month

Add prescription drug

If we are Ready to Sell and know our contact is interested in learning more about plans, we can click **Quote and Enroll** and then **Launch SunFire** to open up SunFire, our integrated tool for quoting and enrolling plans.

Launch SunFire
View MedSupp options
Edit location

Once we have our contact's plan, we can have it added to the platform. Here is an example of our contact's plan that is **pending**. 

Pending policies

Medicare Advantage

Humana

Humana USAA Honor (PPO): H5970-016-0

Member ID

--

Effective

11/01/2024

We see our contact is now **Prospect: Enrolled** because they are enrolled in a plan that hasn't had the effective date come yet.

If we want additional reminders, we can click the **Next Action** box and quickly add a reminder or an enrolled policy here.

We can see our contact is now **Client: Active** because their plan is now effective.

If your contact is unhappy with their plan or they want to talk about additional options, you would click "Review plan options"

Active policies

Medicare Advantage

Humana

Humana USAA Honor (PPO): H5970-016-0

Member ID

--

Effective

01/01/2024

Review plan options
Pending policies

No pending policies

Once refreshed, we see their status has changed to **Client: Pending eligibility**

Manage Prospects and Enroll Client: Step-by-Step Guide