Downline Contracting Forms | Scribe

Downline Contracting Forms

  • Terrence Gutiérrez |
  • 0 step |
  • 2 minutes
  • SparkadvisorsSparkadvisors
Once you're logged into platform.sparkadvisors.com, click Agency View at the top right of your screen.
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Click Carrier Contracts.
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Click **Downline Contracting Forms.**
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Select the Direct Upline.
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Select the level that your Downline is to generate the relevant form.
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Click the URL to have it copied to your clipboard. You can now send that link to your downline.
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Agents can begin the contracting request process. They'll be able to choose between English and Spanish. Once everything is confirmed, they can click **Get Started.**
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Agents will fill out their agent information, which is verified through NIPR.
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If the agent has a preferred name, they can add it on step 3. Next, they'll verify their information and continue.
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After the addresses have been added, the agent can confirm if Spark may contact them via text message about Medicare contracting and support.
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With the contracts present, choose if they are **New,** a **Transfer**, or if you want to **Ignore**. Your first 5 carrier contracts will be processed in the order listed below. Additional contracts will be processed at a later time.
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Once you've selected your contracts, confirm if you've completed AHIP certification.
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Click **Continue**.
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Depending on the Carrier Contracts that you select, you might have to fill out additional information which would include: Background Information, E&O Insurance, Banking information, and other questions (Social Security Number, Commission Advancing).
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Answer all the background questions listed.
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Fill out your E&O Insurance information and then click **Continue**.
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If a carrier requires your Social Security Number, input your SSN and then click **Continue**.
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Please enter your banking information to make sure you receive your commissions.
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Enter a Commissions beneficiary and then select **Continue.**
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Review your requested Contracts. Want to make changes? Select **Edit requested carriers.**
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