Manage Your Client Data
Byron Edwards
16 steps
2 minutes
Spkstaging
1
Navigate to <https://platform.sparkadvisors.com/>
2
Click **Contacts**.
3
Under the **Contact list** tab, select the **Filter** icon.
4
If you want to view a list of clients that are in the Needs Analysis stage, scroll down to the **Contact information** section and in the **Contact Stage** dropdown, select **Needs Analysis**.
5
Then scroll to the bottom of the page and click "**Show contacts**" to populate the list based on your filters.
6
Once you click Show Contacts, you'll see a list of clients based on your filtered options.
7
This is an example of a contact whose current stage is **Prospect: Needs analysis**.
8
You can click on the **Edit contact** drop-down arrow (far right under the contact's profile) for more options on editing the client profile and sending things such as SOAs and Needs Assessments.
9
If you scroll down and select the **Contact history** tab, you can see a log of your actions on this client profile. For example, when you send an SOA or a Needs Assessment, it will appear.
10
The **Healthcare** tab allows you to view and add prescriptions, primary pharmacy, primary care physician, or any other healthcare providers.
11
The Medicare tab allows you to edit any Medicare details.
12
Under the **Quote & enroll** tab, you can view an **Enrollment checklist** to see if you have all the information you need to proceed with a quote in SunFire. Click **Launch SunFire** once you have all the information needed to begin a quote.
13
Click the **Client support** tab to manage any support requests you send to our team of Navigators for your Active Clients. You can click **+Request** to submit a new request for your respective Active Client.
14
This example shows what a client profile would look like once you have enrolled them into a policy. You can see that the client was moved from a **Needs analysis** to **Enrolled**.
15
The client currently has a pending policy, as can be seen under **Policies**:
16
Once the Policy hits the effective date, it will show **Active**, under both the policy and the contact stage.
Manage Your Client Data
Byron Edwards
16 steps
2 minutes
Spkstaging
1
Navigate to <https://platform.sparkadvisors.com/>
2
Click **Contacts**.
3
Under the **Contact list** tab, select the **Filter** icon.
4
If you want to view a list of clients that are in the Needs Analysis stage, scroll down to the **Contact information** section and in the **Contact Stage** dropdown, select **Needs Analysis**.
5
Then scroll to the bottom of the page and click "**Show contacts**" to populate the list based on your filters.
6
Once you click Show Contacts, you'll see a list of clients based on your filtered options.
7
This is an example of a contact whose current stage is **Prospect: Needs analysis**.
8
You can click on the **Edit contact** drop-down arrow (far right under the contact's profile) for more options on editing the client profile and sending things such as SOAs and Needs Assessments.
9
If you scroll down and select the **Contact history** tab, you can see a log of your actions on this client profile. For example, when you send an SOA or a Needs Assessment, it will appear.
10
The **Healthcare** tab allows you to view and add prescriptions, primary pharmacy, primary care physician, or any other healthcare providers.
11
The Medicare tab allows you to edit any Medicare details.
12
Under the **Quote & enroll** tab, you can view an **Enrollment checklist** to see if you have all the information you need to proceed with a quote in SunFire. Click **Launch SunFire** once you have all the information needed to begin a quote.
13
Click the **Client support** tab to manage any support requests you send to our team of Navigators for your Active Clients. You can click **+Request** to submit a new request for your respective Active Client.
14
This example shows what a client profile would look like once you have enrolled them into a policy. You can see that the client was moved from a **Needs analysis** to **Enrolled**.
15
The client currently has a pending policy, as can be seen under **Policies**:
16
Once the Policy hits the effective date, it will show **Active**, under both the policy and the contact stage.
