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.

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

This season, we’re highlighting our MVP agents who have been scoring big with Spark’s tech-enabled tools and services. ⚡ Meet our MVP agent Neka Doe of The Possibilities Group, LLC 🏅 Ranked Spark’s #1 Producer during AEP 2025 Here’s how Neka’s game plan netted her a 145 production increase in 2024:  🤝 Community - “Nobody has ever won by themselves.” For Neka, community is a verb. Her network cheered her on, provided resources for her to succeed, and supported her growth. ♥️ Purpose - Neka pours back into her community by being the trusted advisor her clients need. She asks herself, “How can I affect the lives of the people that I’m serving? How can I help them? How can I change them?” When one of her beneficiaries was on dialysis, she was his first call when he found out he was getting a transplant. 🧑💻 Leverage tech - Neka credits both Spark and Wealth Alliance Group for providing the resources she needed to serve her clients efficiently, especially when educating them about complicated changes like the Inflation Reduction Act. “Spark made me look like a superhero.” Big wins are made with the right tools and strategy. Read more about Neka's MVP strategy on our blog: https://hubs.ly/Q035rwjk0

This quarter, we’re rolling out new features designed to help agencies thrive. 🤝 Our goal? Getting agencies paid accurately and agents RTS fast. Here’s a sneak peek at what’s coming: 💰 Trust every override payment with overrides audit. 👥 Get full visibility into new agent onboarding with our onboarding tracker. 📄 Reduce contracting errors with smart contracting forms. With tools built to empower our partners’ success, we’re excited to see agents and agency principals grow beyond their wildest dreams.

When Juni Hsieh started in the Medicare industry, she didn’t plan on becoming a go-to resource for hundreds of beneficiaries in Atlanta’s East Asian community. Juni’s clients aren’t just clients; they’re family. She’s built her reputation on trust, community, and care, letting word-of-mouth do the talking. “I know I need to have alliances if my commitment is to help the underserved immigrant community. It’s not just Asians. I have to look out for all these [communities].” Her most surprising success story? A Bulgarian client referral who worked at the same deli as one of her Chinese clients, which led to more than 600 Bulgarian clients joining her practice. Her story is a must-read for any agent looking to grow their business by putting community first. Happy Lunar New Year to our agents and beneficiaries who celebrate! 🐍 🧧 Get inspired with Juni’s story here: https://hubs.ly/Q034zp_R0

🏄♀️ Spark Tech Summit Recap! 🌊 In November, our tech team headed to Oceanside, CA, for a mix of strategy, reflection, and some fun in the sun! ☀️ 💡 2024 Wins: 75% DAU during AEP 23 new features and platform updates ✨ Highlights: 2025 feature planning Celebrating 2024 milestones Surfing and team bonding 🏄♂️ 📸 Swipe through the photos to see us in action.

You asked and we delivered – Spark is now on Instagram and Facebook! Spark is the only NMA that truly listens to its agents, and we’ve even factored your feedback into our 2025 social media strategy. Here’s what we learned: 📊 By the numbers: - 66% of agency principals get industry news from social media - 86% use Facebook as their go-to platform - 96% follow Medicare-focused accounts - 67% want educational series (compliance tips, sales strategies) - 57% want “how-to” content like Phil-Am’s journey to growing their downline 9x! 🚀 What’s coming next: - Thought leadership content from our CEO, James, sharing key industry news and trends - New feature launches in February to take your business further - More “how-to” insights from top-producing agents and agency owners Connect with us on both channels and be the first to see the latest from Spark. We’re building this for you – let us know what you want to see next in the comments! 👇 Instagram: https://lnkd.in/gMy8FUZd Facebook: https://lnkd.in/gnKxB56m

The secret to 570% growth for Houston-based Phil-Am Agency in just one year? Show up, be genuine, and leverage the right tools. For agency principals Roche Peters + Ryan Peters, growing their downline agents 9x in 2024 meant 7x the number of enrollments. They didn’t host any formal recruitment events last year – they simply showed up at local clinics, community centers, and restaurants. Ryan explains, “People will come to you when they see that you’re genuine.” To manage their rapid expansion, they relied on Spark’s tools and services to streamline operations. Automating texts, emails, RSVP management, and reminders not only saved time but also allowed their team to focus on what matters most: helping clients. “It makes our life easier. It makes our enrollment faster, and it increases our productivity” – Roche Peters Read the full story and get the keys to their success: https://lnkd.in/gwvkMYjE