A closer look at everything inside Spark.
Every tool that turns a lead into a policy — your CRM, dialer, AI sales operator, live coaching, follow-up, lead generation, and commission tracking — in one system. Here's a closer look at each.
CRM COMMAND CENTER
A life insurance CRM built around working leads, not storing them.
Give every lead one record, one timeline, and one clear next action. Spark keeps source, stage, notes, tasks, messages, calls, recordings, transcripts, and policy/application context attached to the lead.
- Pipeline stages and full contact timeline
- Notes, tasks, reminders, and message history in one place
- Policy and application context on every contact
- Next-best-action surfaced by the AI assistant
Lead Record
Marcus Chen
Source: Meta Lead · Stage: Appointment Set
Next action
Call at 10:30 AM
Policy context
Term life quote
Spark Agent
Next-best-action surfaced by the AI assistant.
AI SALES ASSISTANT
A trainable AI assistant that knows your playbook.
This isn't a bot that answers questions. It's a self-learning assistant that does the work — a teammate who actually completes tasks. It qualifies leads, preps your calls, drafts follow-ups, books appointments, and remembers every conversation, so you stay focused on closing.
- Train it on your sales process, products, rules, reminders, and message style
- Teach it your follow-up style, objection handling, and escalation paths
- Use it to prep calls with lead history and prior notes
- Never forgets a conversation — every call, text, and note is remembered
- Works proactively — acts on new leads, no-shows, and stale deals without being told
- Give it its own name and personality so it feels like part of your team
Train on scripts, carrier rules, reminders, and message style.
Agent task
Prep Marcus for call, draft follow-up, and keep an eye on no-show risk.
MULTI-LINE DIALER + AI VOICE
You dial to close. The AI does everything else.
Not every call deserves your full attention. Your AI can handle basic qualification, reminders, no-show recovery, stale leads, after-hours, and rejection-heavy touches — then book the appointment and hand you a live transfer the moment a lead is ready to buy. You just dial the ones worth closing.
- Books appointments and hands you live transfers when a lead is ready
- Reasons and handles objections in real time — it thinks for itself
- Qualifies new leads before you spend a minute on them
- Confirms appointments and reminds people before they no-show
- Re-contacts missed calls, stale leads, and old opportunities
- Built-in multi-line power dialer with AI voice integration
Power dialer
Live callDana Lewis
No-show recovery · AI voice assist
LIVE CALL INTELLIGENCE
Live AI coaching and underwriting, right on the call.
A post-call summary is useful, but a live coach can save the call. Spark's live intelligence is designed to listen through transcription and surface approved questions, rebuttals, product direction, and carrier recommendations while the prospect is still on the phone.
- Live transcription and objection detection
- Approved questions and rebuttal paths in the moment
- Product and carrier considerations inside your rules
- Compliance reminders and next-step guidance
- Live AI underwriting on the sales call
Live transcript
Prospect: "I'm worried the monthly premium is too high..."
Suggested response
Ask about budget range, then compare term options inside approved carrier rules.
AI FOLLOW-UP & CALL MEMORY
Every call becomes memory. Every memory becomes the next step.
You shouldn't have to rebuild the conversation after every call. Spark captures recordings, transcripts, summaries, objections, and buying signals — then turns them into follow-up that sounds like the conversation, not a template.
- Auto summaries, captured objections, promised next steps
- Context-aware SMS drafts and reminders
- No-show recovery and missed-call follow-up
- Quote, application, and stale-lead reactivation
Call summary
Marcus asked about premium range, policy length, and family coverage. Objection captured: wants time to compare.
Follow-up drafted
Thanks for the conversation today. I pulled together the term-life options we discussed and included next steps below.
IN-APP LEAD SYSTEMS
Buy leads or generate them — all inside Spark.
Leads are how you make money, so Spark builds them right in — with more than one way to fill your pipeline. Buy exclusive leads from our vetted lead partners at member-discounted prices, or upgrade to our subscription Meta ad lead-gen service for a steady flow of fresh leads with no setup fee and no ad accounts to manage. Either way, every lead drops into the same CRM, dialer, AI, and follow-up — tracked from first contact to placed premium.
- Buy exclusive leads from vetted lead partners at member-discounted prices
- Or upgrade to subscription Meta ad lead generation — no setup fee, no ads to manage
- A steady flow of fresh leads delivered straight into Spark
- Every lead tracked from first contact to placed premium
- Source, spend, calls, premium, and ROI in one dashboard
Lead marketplace
Member priceMeta subscription
$75/day
18 fresh leads today
No setup fee
Source to sale
Every lead flows into the CRM, dialer, AI, and follow-up — tracked to placed premium.
THE ARENA · GAMIFIED LEADERBOARDS
Selling is a sport. Turn production into a competition.
Climb the leaderboard against agents across Spark, stack your agency up against other agencies, and watch the live feed as deals close and premium gets written in real time. Want stakes? Duel another agent, post a bounty, or call someone out with a challenge they can accept — and build out an Arena profile that shows your production, completed challenges, and awards.
- Live leaderboards — see how you rank against agents across Spark
- Agency vs. agency standings, updated in real time
- A live feed of deals closed and premium written
- Duel other agents — call them out, they accept, winner takes it
- Post bounties and challenges anyone can jump on
- Your own Arena profile — production, challenges completed, and awards
Arena · Leaderboard
LiveMaria A. just closed · $2,400 AP
Duel · You vs. James R.
Ends in 2hBounty on the line · Challenge accepted
Commission & hierarchy intelligence
Track the sale beyond the call.
Life insurance sales is not just calls and texts. You also need to know what was written, what is pending, what is owed, and what could roll back. Spark can help producers and teams see commission owed, paid vs pending money, chargeback risk, rolling debt, lead spend, and ROI.
- See commission owed, paid commissions, and pending commissions in one view
- Watch chargeback risk and rolling debt before they become surprises
- Connect lead spend to actual sales outcomes
- Track ROI instead of only tracking activity
- Help producers and teams understand what the work turned into financially
Commission owed
$12,840
Paid vs pending money
Chargeback risk
3
Policies to watch
Hierarchy view
Lead spend, premium, producer payout, rolling debt, and ROI stay connected to the sale.
BUILD SMS AND EMAIL FLOWS
Start with text and email sequences that work every lead automatically.
Spark comes with text and email sequences already built and ready to run — use them as they are, or adjust the words, timing, and triggers to match how you sell. They fire automatically off what actually happens — a new lead, a no-show, a quote going out, a lead going stale — so no one slips through the cracks while you're on the phone.
- Send instant texts when a new lead enters Spark
- Confirm appointments and remind prospects before they no-show
- Trigger no-show recovery texts when someone misses a call or appointment
- Follow up after quotes, applications, and unanswered calls
- Hand the conversation back to a producer when the prospect replies or becomes ready
SMS flow
New lead follow-up
Conversation returned
Prospect is ready. Handing back to producer with full context.
AGENCY COMMAND CENTER
See your entire agency in real time.
If you run an agency, Spark gives you a live view of the whole operation. Watch downline and org-chart production, open the dial room to see who's on the phone right now, and run the Arena — leaderboards, caller grading, and competitions that keep the floor pushing. You always know what's working and where to step in.
- View your org chart and downline performance in one dashboard
- See analytics by agent, team, source, activity, and commissions
- Track a real-time leaderboard for calls, appointments, and production
- Open the dial room to see who's dialing, who's on the phone, and who's idle
- Run the Arena — leaderboards, caller grading, and team competitions
- Understand which agents, lead sources, and activities are producing results
Dial room · Live
Live18
On call
42
Active
6
Idle
Arena · Leaderboard
No setup fee · Built around your playbook · You stay in control
See it all working together.
Bring your leads, your scripts, and your agency structure. We'll show you every piece of Spark work a real lead from first dial to final commission.