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Spark’s Insurance Edition turns your workspace into a complete sales system built specifically for life insurance agents and agencies. On top of the core platform — AI agents, CRM, calling, and texting — it adds the tools an insurance producer actually runs their day on: commission grids, a sales log that calculates your comp automatically, policy records, a live underwriting assistant on every call, and agency-level rollups for managers.

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What’s Included

Commission Tracking

Pre-loaded carrier comp grids with your contract levels, advance/as-earned splits, and editable rates.

Sales Log

Log a policy sale and Spark calculates your full, advance, and as-earned commission instantly.

Underwriting Assistant

Real-time carrier fit recommendations during live calls, grounded in actual carrier underwriting guides.

Appointment Outcomes

One form after every appointment: records the policy, moves the pipeline, and texts the client a confirmation.

Activity & ROI Tracking

Daily tracker, weekly summaries, and lead-spend ROI so you always know what your marketing returns.

Agency Rollups

Managers see every producer’s sales, calls, and commission in one dashboard — without touching their data.

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Built for the Life Insurance Workflow

The Insurance Edition follows the same path your sales day does:
  1. Leads come in — tagged by lead type (Final Expense, Veteran, IUL, Mortgage Protection, and more) and automatically enrolled in matching text and email follow-up campaigns
  2. You dial — with the power dialer, live AI coaching, and the underwriting assistant surfacing carrier fits while the client talks
  3. You close — record the appointment outcome, and Spark creates the policy record, calculates your commission, updates the pipeline, and sends the client their confirmation
  4. You track — the dashboard shows sales, premium, commission, and ROI; your daily tracker keeps the numbers honest
  5. Your agency sees it — producers roll up to agency dashboards and the leaderboard

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Feature Map

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How Contacts Change

With the Insurance Edition installed, contact profiles are organized for insurance work. Custom fields are grouped into labeled sections instead of one long list:
  • Contact Info — name, phone, email, address
  • Policy Info — carrier, policy number, face amount, premium, draft date
  • Underwriting — age, tobacco status, health conditions, desired coverage
  • Lead Source & Status — lead type, lead score, source, stage
Your pipeline also gets insurance-specific baseline stages — New Lead → Appointment Scheduled → Presentation Done → Application Submitted → Application Approved → Closed Won — which the appointment outcome workflow moves contacts through automatically.
Everything in the Insurance Edition works alongside the core platform docs. Your agent can read and write all of this data too — log sales, look up comp rates, check policy details, and report your numbers on demand.

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Getting Started

Head to the setup guide for the recommended first-week checklist: confirm your comp grids, enable your drip campaigns, register your texting brand, and start dialing.