Getting Started with Spark Quote and Enroll
Byron Edwards
15 steps
3 minutes
Sunfirematrix
Beamer
Vimeo
1
Navigate to [platform.sparkadvisors.com](https://platform.sparkadvisors.com/)
2
Click **Settings**
3
Click **SunFire account information →**
4
View your RTS Report with all your carriers and the states by clicking **Generate**.
5
Here's an example of an RTS report. If you see any discrepancy on yours, reach out to us at[ support@sparkadvisors.com.](https://mailto:support@sparkadvisors.com)
6
Update your information as you go through the settings in SunFire.
7
Add your business hours. This will appear on your personal enrollment page.
8
We recommend ensuring your notifications for Email/Text are toggled on.
9
Ensure your Contact Information is fully updated before you get started with Quote and Enroll. You can also set a number as your Primary Phone Number -- this will populate in your PURL.
10
Add your signature. You can use your touch screen or mouse to scribble your signature here.
11
Once you've updated your information, make sure to click **Save Changes**.
12
SunFire provides agents with PURLs for contacts to access plans in their area. You can copy the link or click the icon next to the PURL to paste into a tab to view it.
13
Your primary phone number will be located at the top right of the page. With your PURL, contacts can search for plans in their area and have their application be directly linked to your Writing Number.
14
Your contact will type in their ZIP Code and then click **See plans** and prices.
15
Per CMS, your PURL will have all plans in the area, but the plans you are RTS with will have the green Enroll button next to them.
Getting Started with Spark Quote and Enroll
Byron Edwards
15 steps
3 minutes
Sunfirematrix
Beamer
Vimeo
1
Navigate to [platform.sparkadvisors.com](https://platform.sparkadvisors.com/)
2
Click **Settings**
3
Click **SunFire account information →**
4
View your RTS Report with all your carriers and the states by clicking **Generate**.
5
Here's an example of an RTS report. If you see any discrepancy on yours, reach out to us at[ support@sparkadvisors.com.](https://mailto:support@sparkadvisors.com)
6
Update your information as you go through the settings in SunFire.
7
Add your business hours. This will appear on your personal enrollment page.
8
We recommend ensuring your notifications for Email/Text are toggled on.
9
Ensure your Contact Information is fully updated before you get started with Quote and Enroll. You can also set a number as your Primary Phone Number -- this will populate in your PURL.
10
Add your signature. You can use your touch screen or mouse to scribble your signature here.
11
Once you've updated your information, make sure to click **Save Changes**.
12
SunFire provides agents with PURLs for contacts to access plans in their area. You can copy the link or click the icon next to the PURL to paste into a tab to view it.
13
Your primary phone number will be located at the top right of the page. With your PURL, contacts can search for plans in their area and have their application be directly linked to your Writing Number.
14
Your contact will type in their ZIP Code and then click **See plans** and prices.
15
Per CMS, your PURL will have all plans in the area, but the plans you are RTS with will have the green Enroll button next to them.
