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Agencies connect a manager’s workspace to producer workspaces so team numbers roll up in one place. Producers keep their own workspaces — contacts, calls, campaigns, everything — and the manager gets a read-only dashboard of the metrics that matter: sales, premium, commission, lead spend, and ROI across the whole team.
Managers see metrics only — never the producer’s contacts, recordings, or messages. Rollups are read-only: a manager can’t edit producer data, and there’s no commission splitting. The agency connection shares numbers, nothing else.

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Setting Up an Agency

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For Managers

1

Create your agency

Open the Agency tab and click Create Agency. Your workspace becomes the agency’s manager workspace.
2

Get your join code

Spark generates a join code for your agency. This is what producers use to connect.
3

Share the code with your producers

Send the join code to each producer. As they request to join, you’ll see pending requests to accept.
4

Accept join requests

Approve each producer from the Agency tab. Once accepted, their numbers start rolling up to your dashboard.

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For Producers

1

Get the join code from your manager

Your manager creates the agency and shares the code.
2

Join from the Agency tab

Open the Agency tab, click Join, and enter the code. Your request shows as pending until the manager accepts it.
3

Manage the connection from Settings

Once active, your agency connection lives in Settings → Agency. That’s also where you Leave the agency if you move on — your data stays yours either way.
A producer workspace can belong to one agency at a time.

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Membership States

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The Manager Dashboard

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Member Detail Pages

Click through from the roster to any producer for:
  • Individual KPIs — the producer’s own numbers for the period
  • Deltas vs team average — how the producer compares to the rest of the team on each metric
  • Stage funnel — where their pipeline concentrates
  • Weekly commission trend — with a team-average reference line, so a glance shows whether they’re tracking above or below the team
  • Carrier mix — which carriers their production is spread across
The deltas and the team-average reference line are the fastest coaching tools on the page. A producer with strong dials but a commission trend below the line is usually a placement or closing conversation, not an activity one.

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Deleting an Agency

Deleting an agency removes the connections between workspaces — nothing more. Member data is never touched: producers keep their contacts, sales, and history exactly as they were.