Agent Home | Scribe

Agent Home

  • Christian Juarez |
  • 22 steps |
  • 3 minutes
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    Navigate to <https://platform.sparkadvisors.com/>
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    **Year over production** comes directly from the reports provided by the carriers you are contracted with.
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    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.
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    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.
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    **Prospect Activity** - gives you a snapshot on where your prospects are in their enrollment process
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    **Connect** - those are going to be folks with whom you haven't made direct contact with yet.
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    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.
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    **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.
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    **Enrolled - Prospects that are enrolled in a new plan, but their effective date hasn't happened.**
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    You can click on any of these boxes and see a list of your prospects for each of these status as well.
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    **Click Total Contacts -** View all the contacts in your platform.
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    **Click Active Clients -** View a list of your active clients in the platform.
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    **Click Current Prospects -** View a list of Current prospects in your platform.
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    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.
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    **Events - A list of upcoming events in your platform.**
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    You'll have Reminders and birthdays. By clicking them, you'll be brought to a list of upcoming events.
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    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.
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    Back on the "Home page" we also have a "Support requests"
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    Click " Active request" to see how many active requests you have open
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    We are have a running total for your request for the entire calendar year.