Spark

2023 was a breakout year for Spark. We partnered with 100+ leading agencies serving 3,400+ brokers, and enrolled 60,000+ beneficiaries. We’re carrying that momentum into 2024 with two announcements: First, we’ve raised a $25 million Series B, led by Drew Aldrich at Viewpoint Ventures. We’re particularly proud of this milestone given the challenging fundraising climate right now. Second, we’re launching the new Spark brand. Our new visual and verbal identity better captures our ambition, and articulates just how much we have to offer our partners. Our new website is a celebration of our partners, our performance to date, and the incredible trajectory we are on together. Here’s a taste: - Last year, we saved partner agents 400,000 cumulative hours, freeing them to focus on revenue generating activities - Across our largest agency partners representing >70% of our business, we’ve seen an astounding 140% enrollment growth year-over-year - Through this growth, we maintained a agent NPS of 91, affirming the value we bring to our customers and our commitment to service Our co-founder and CEO, James Jiang, writes in-depth about all these topics and this year’s vision for the organization on the Spark blog. You can read more here: https://hubs.ly/Q02htCMC0. The future is bright, and our team is ready to get back to work. We’re grateful to be on this wild journey with the industry’s best.

Be a partner,
not a downline. Our sales team is always on the move, supporting our agency partners and carrier partners across the country. Here’s what our sales team has been up to this month. ✨ Luis A Vazquez and Henry Figueroa joined our agent partners at the Vemax Insurance Award Ceremony, recognizing top-performing agents and their dedication to serving seniors in their community. 👨🍳Elin Smith and Henry Figueroa got hands-on in the kitchen, joining Houston brokers and CenterWell Senior Primary Care for a fun and engaging cooking class. 🏆 Sugeid Rendon celebrated with our brokers at the SCAN Award Ceremony, recognizing outstanding achievements in the field during AEP. At Spark, we believe in showing up, supporting our partners, and celebrating wins together.

What makes the best Medicare agents stand out? ✍️ Jon Mullen, Senior Project Manager at Spark, has spent years supporting Medicare agents, working with some of the top talent in the industry. Here’s what he says sets them apart from the rest: ✨ Be the CEO of your business – The Medicare industry is always evolving, and you’ll have to adapt to stay competitive. With many clients, carriers, and tasks to manage, keeping everything organized is crucial. “The Spark platform is huge for organization, time-saving, and efficiency.” ✨ Ask the right questions – Stay curious, seek help from your upline, and focus on your clients’ needs. ✨ Don’t shy away from self-promotion – “Every client should be a gateway to two or three more connections. Put yourself out there and really live it. The biggest thing for agents getting in the way of their growth is oftentimes themselves.” Discover how the Spark Platform empowers agents to grow their businesses and deepen their impact. Book a demo here: bit.ly/4bnMQpN

🎉 GIVEAWAY 🎉 Everyone could use a little extra ✨spark✨ in their lives, so we’re giving away three pieces of premium Spark swag: a Spark North Face jacket, a Spark North Face backpack, and a Spark YETI tumbler. 🤩 Here’s how to win these items: ⚡ Follow us ⚡ Like this post BONUS: Do the same on IG (@spark.advisors) and FB (Spark Advisors) for two extra entries. One lucky winner will be announced Friday March 7. Stay tuned for more exciting updates, and good luck!

Agency principals, you’re going to love our new onboarding tracker on the Spark platform. 😌 With this feature, partners now have full visibility into new agents’ onboarding process. More visibility means new agents who are RTS faster, and ready to use the platform that doubles their production year over year. You’re a recruiting powerhouse — let’s make your agency equally strong at onboarding. Watch the demo below to see how.

What an amazing offsite for the Agent Success team in Austin, Texas! 🤠 What the team did: - Brainstorming ideas to improve the Spark experience for agents and clients - Diving into the product roadmap with co-founder, Alex Zhang - Training session for new carrier contract request form – stay tuned for the rollout! A special thank you to Gilberto Enriquez, one of our top partners local to Austin, for visiting us and sharing insights. We wrapped it all up with a relaxing sunset cruise because hard work deserves some fun too!

What if your agents completed contracting correctly on the first try? 🙌 Spark’s new smart contracting forms reduce errors and are easy to complete, getting agents RTS fast. Here’s how: ✅ They only show your contracted carriers ✅ They ensure downlines complete the relevant form (subagency, field agent, or LOA agent) ✅ They auto-populate with correct agent data via our NIPR integration ✅ They are agency-branded Ready to streamline your contracting process? Explore our demo: https://hubs.ly/Q0379WKT0

At Spark, we partner with a dozen husband-and-wife agency owners who love doing life and business together. By playing to each other’s strengths and practicing open communication, these duos have built some of the fastest-growing agencies in the country. Our team interviewed two true power couples — Rich Lewis and Pam Behrendt of Medicare Mentors LLC in Colorado Springs, Ryan Peters and Roche Peters of Phil-Am Agency Agency in Houston — to learn more about their decisions to become business partners, how they run their agencies, and the love stories behind it all. Read the full interviews on the Spark blog: https://hubs.ly/Q036QLKp0

"As my agents grow, I spend a lot of time investigating complaints of unpaid commissions. Now I hand that work off to Spark and they take care of it — I love it." - Gilberto Enriquez When it comes to overrides, every dollar you’ve earned counts. That’s why we’re excited to introduce overrides audit, a new service from Spark’s finance team that helps agencies recover missing revenue. ✅ Uncover unpaid commissions. ✅ Recover revenue with ease. ✅ Put more money in your pocket. Get paid for every policy your agents write. Trust every overrides payment. Learn more here: https://hubs.ly/Q036cQZf0

🚨 Principals: Get paid accurately and get agents RTS fast! 🚨 Spark co-founder and CPO Alex Zhang is here to share why our partners are so excited about our latest release. Here’s what’s coming: 💰 Overrides audit ➡️ Ensure your agency gets paid for every policy written 👥 Onboarding tracker ➡️ Provide a seamless new agent experience 📄 Smart contracting forms ➡️ Faster contracting, fewer errors These tools are built to empower your growth and success in 2025. Ready to level up? Check out our Q1 launches: https://hubs.ly/Q035Gcxc0