background

Spark Advisors: Agency Book of Business

Principals can easily access detailed information on all their clients, including a history of every interaction your agents have had with them.

You can also bulk assign or reassign contacts to agents, or yourself.

Click to see the level of detail available for each client.

Agency Book of Business

Spark now supports telephonic and LOA agencies! Our original platform was designed for the field model, reflecting field agents' ownership of their book.

We just released an Agency Book of Business that
reflects the agency's ownership. Check it out!

Spark Advisors: Agency Book of Business