Getting Started with Spark Quote & Enroll

  • BeamerBeamer
  • VimeoVimeo
  • SunfirematrixSunfirematrix
  • SparkadvisorsSparkadvisors

Our team at Spark is excited to share our new Quote & Enroll tool with you! Spark Q & E will streamline your enrollment process by pulling in contact information directly from your contacts page in Spark!

Before getting started with Spark Q & E, you'll need to complete the following steps to properly set up your account.

If you have any follow up questions, please reach out to our team at [email protected]!

Step 1: Set Up Your Account and Update Your Signature

Spark Quote and Enroll - Getting Started

Step 2: Create a Contact in Spark!

Now that you have your Quote & Enroll account set up, you'll want to create a contact in Spark to initiate your first quote!

How to Manually Add a Contact (2025)

Step 3: Launch into Spark Quote and Enroll

Once your contact has been created, click "Quote and Enroll" in the contact details page. Next, click "Launch Sunfire" and you'll be taken into a quote for your new contact!