The Spark AEP Essential Toolbox is here! 🧰✨ At Spark, we believe the best tech starts with listening to our agents. That’s why we’re the only FMO that builds tools with agents’ needs at the forefront. Every innovation is driven by our mission to empower brokers and transform the way they do business. We’re thrilled to announce our AEP Toolbox, packed with features designed to set our agents up for success this AEP. Here’s a peek at what’s inside: ⚙️ AEP Survey - Quickly gather client info and reduce manual data entry ⚙️ AEP Marketing Materials - Promote your services with fresh content, including mailers and social media posts ⚙️ Lead Intake Form - Easily generate personalized PTC and Needs Assessments ⚙️ Needs Assessment - Capture new data, like chronic conditions, with our updated tool ⚙️ Bulk SOA - Send SOAs to multiple contacts effortlessly ⚙️ AEP Dashboard - Track SunFire applications by agent, carrier, and day ⚙️ Production View - Track the status of your applications as they turn into enrollments We'll be highlighting these features in more detail over the next two weeks. Stay tuned! Don’t want to wait? Check out our full blog post by our Product Lead, Jenna Scherma: https://hubs.ly/Q02MPKmC0
Love it!
The AEP Toolbox is fantastic. Great job Spark!
Way to go Jenna Scherma and tech team!!
Strategic Growth Manager @ Spark Advisors
2moAmazing work, team 🙌