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With so many moving parts and changes to Medicare, AEP is shaping up to be a historic enrollment season. Be sure to bookmark this resource as a meeting place for all things AEP prep! The Spark Team will be updating it weekly.
Last Updated: 11/19/2024
💡 Be sure to check out our Event Calendar HERE to sign up for ongoing training sessions to prepare your for this AEP! Have a question? Send us a note to [email protected], we’d be happy to help!
AHIP & Certification season is in full swing! Get ahead on completing your 2025 certs with these resources.
Need help getting set up with your Spark platform account in time for AEP - check out our express guide to getting your Spark account set up in time for AEP.
The Spark Tech Team is working hard to bring new features and updates to the Spark platform to support your business this AEP! Check out our Changelog for a running history of new platform features shipped to Spark.
| Feature | Release Date | More Details | Learn More |
|---|---|---|---|
| User Management | 8/12 | Manage admins, agents, or Agency Principals in your account, tailoring their access to support all of your needs (especially during the chaos of AEP!) | HERE |
| Contacts Redesign | 8/12 | Add even more valuable coverage data to a contact’s profile, including chronic conditions and detailed information on Extra Help and Medicaid. |
Prefer to add critical details yourself over using the AEP or Needs Assessment surveys? We're introducing a streamlined flow for rapid data entry to your contacts this upcoming AEP! | HERE | | AEP Retention Survey | 8/26 | Spark sends automate email and postcard drip campaigns to your enrolled beneficiaries in time for AEP! | HERE | | Needs Assessments 2.0 & Prospect Intake Assessment | 8/26 | Reduce manual data entry for new prospects and quickly gather essential information before meeting new clients. Send an individual needs assessment to a specific contact or engage your entire contact list and send one in bulk.
Add a needs assessment and SOA to your PTC links for sources. Automatically add potential clients to your book through a generic link that drives to a streamlined needs assessment, PTC, and SOA.
| HERE | | Production View | 8/26 | With Production Policy level production reports will be surfaced in your Spark account. In this report you’ll be able to view all of your enrollment progress (pending, active, termed) and statuses across carriers. | HERE | | AEP Marketing Materials Package | 8/26 | Promote your services and acquire new clients with six new personalized, printable marketing assets specifically designed for AEP found in the Marketing Materials section of your Spark account. | HERE | | Bulk Send SOAs | 8/26 | Send SOAs in bulk to your entire book of business (valid for 12 months!) and spend more time focusing on client needs and enrollments. | HERE |
With so many changes coming to Medicare all at once, Spark is working to keep you up to date with what you need to focus on this AEP. Here’s a list of webinars and resources to help you stay ahead of the game:
As of September 20, 2024, please reach out to your direct upline agency for any information concerning retail opportunities.