Our goal is to make it seamless for you to track and manage your co-op balance. We’ll break down where you can view marketing co-op you have earned, spent, and approved for your downline agents.

For additional help feel free to reach out your account manager.

Navigate to [https://platform.sparkadvisors.com/](https://platform.sparkadvisors.com/)

Note: you can scroll down to the section "Co-Op Marketing Payments \[Outgoing\]" to view the list of all transactions paid out directly or to your agents.

Scroll down to the section "Co-Op Marketing Agreements \[Earnings\]". This is a list of all agreements you have signed with Spark. We code each agreement based on its start date, end date, applicable carriers, applicable marketing period (e.g. AEP, OEP), and a number of other details. You can download the specific agreement under the column "Agreement Copy".

Spark Agency Partnership Agreement - Tapestry (1).docx (1).pdf

Note these details about the agreements:

- The “Agreement Type” column describes whether it is a variable or static earning. For example, an agreement that is tied to your production over a time period is "variable" whereas a 1x earning is "static".
- If you have asked Spark to automatically allocate co-op to downline agencies, you will be able to see the agreements in a table further down the page.
- We are unable to share detailed reports for enrollments before 6/1/23 as we upgraded our method for sourcing and importing production reporting.

To understand the "Earned Credit" for each agreement, click "Open". This will open a page that shows the qualifying enrollments (MAPD, new-to-carrier that has not churned after 3 months) by carrier and a change-log to show how the earnings have increased over time.

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Jay Werner

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Earned Credit

$800

Last Modified

12-04-2023 - Credit: $800 (32 enroll.)

Earned Enrollments

32

Sign Date

5/1/2023

Start Effective Date

-

End Effective Date

5/1/2023

Agreement Description (Shorthand)

-

Agreement PDF

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Change-Log

12-04-2023: 800

Aetna $

-

Anthem $

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Alignment $

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Banner $

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BCBS AZ $

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BCBS TX $

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Blue Shield of CA $

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Brand New Day $

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Cigna HealthSpring $

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Clever Care $

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Devoted Health $

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Florida Blue $

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Humana $

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Molina $

-

Scan $

-

UnitedHealthcare $

-

Wellcare $

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For further details, you can view the co-op qualifying enrollments by date and carrier in your Dashboard. Returning to the main Platform, select "Dashboard", then scroll down to the "Enrollments" section on the first page. You can adjust the filters along the top for the time period you're focused on in the table: *[[New and active enrollments by agent, effective date and carrier]]*

For further details, you can view the qualifying enrollments by date and carrier in your Dashboard. Returning to the main Platform, select "Dashboard", then scroll down to the "Enrollments" section on the first page. You can adjust the filters along the top for the time period you're focused on in the table: *[[New and active enrollments by agent, effective date and carrier]]*

Enrollments
Defined as policies that have had full application approval and are waiting for effective date commencement or are currently enrolled
Enrollment numbers are reported by carriers and are subject to their limitations
Data is updated weekly and subject to 2-4 weeks of delay depending on carrier reporting
Data limitations:
Data subject to change due to plan disenrollment
Includes MAPD and MedSupp
Excludes PDP
Includes both new and plan changes
Data is filtered by the effective dates above, please adjust accordingly
UHC enrollment data only available after 10/2023 effective date
All other carriers enrollment data available after 1/2023 effective date

New and active enrollments by agent, effective date and carrier

To export the co-op eligible enrollment for your downline, select the 3 buttons and click "download results" (as csv).

If you are seeking to determine how much co-op support you can approve for each agent in your agency, you can use the [worksheet we created here](https://docs.google.com/spreadsheets/d/14KNhcJ_mpiP3Aj_DJ0KqcvlUZ7fbjeyAl4Dj_fO4MyI/edit?usp=sharing) and follow the instructions.

Understanding Your Co-op Balance