Supporting a Client with a Plan Exit

Byron Edwards
16 steps
10 minutes

Sparkadvisors

Click **Contacts** and select the **Action items** tab.

For recent plan exits, you can see **Plan exit** added to the **Action item** column. We do recommend you actively keep up to date with the **Action items** tab to see what your contacts need.

For this example, we'll click the profile of the contact with the **Plan exit** action item.

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 the **Edit contact** dropdown and select **Send** **a needs assessment**.

In the pop-up screen, review the contact's information. To tailor some sections to match your needs, click **Customize** **needs** **assessment**. When done reviewing, click **Send** **survey**.

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.