Supporting a Client with a Plan Exit

Click "Contacts"

Click the "Contacts to review" filter.

For recent plan exits, you can see **Contact plan exit** added to the Last Action column with this filter. We do recommend you actively keep up to date with the **Contacts to Review** filter to see what your contacts need.

For this example, we'll take a look at this client.

Under Policies, we can see the flagged Plan Exit.

We can also find a note from the Spark platform that was created with the same information.

Since they are having a Plan Exit, we will need to get their current information and send an SOA to set an appointment for a new plan. Click this button.

Click "Send needs assessment"

Click "Send needs assessment"

Your contact will receive the email from you and they can begin the usual Needs Assessment process.

Click "Start Form"

Click "Start the survey"

On the final page under **Other information,** they can add additional details and context surrounding their needs. Click "Continue" to submit.

Contacts can also immediately begin the SOA process after they've submitted the Needs Assessment. They'll click "Sign Scope of Appointment"

Once they've filled out any missing information that is required, they can enter their name and click **Sign & Continue**.

Once you've met with your client to go through plans and you've enrolled them, their status will change to **Client: Enrolled**.

You'll find the new plan under **Policies**, with the status set to Submitted. Once the policy has reached the start date, it will become **Active**.

We recommend marking plans as inactive upon reviewing the plan and adding the new plan via the SunFire/Quote and Enroll process.