The AI Sales Hub for Life Insurance Agents

No. Spark includes a CRM, but it is built to do more than store leads.

Spark helps you work the lead: calls, texts, appointment setting, live transfers, follow-up, call notes, next best action, commission tracking, lead source ROI, and agency visibility in one system built for life insurance sales.

Yes. The Starter and Pro Plans start with a 14-day free trial, so you can work leads in Spark Life before you commit.

You'll add a payment method when you sign up, and you won't be charged until the trial ends — so you can cancel anytime before then and pay nothing.

Spark Life is built for life insurance agents, agency owners, and teams selling products like final expense, mortgage protection, IUL, term, whole life, and similar lead-driven products.

It helps individual producers work more leads without losing track, while giving agency owners better visibility into activity, appointments, commissions, source ROI, and downline performance.

Yes. Spark can help call, text, qualify, follow up, recover no-shows, remind prospects, re-engage stale leads, and route ready prospects back to you.

The goal is simple: you spend less time chasing every lead manually and more time taking the conversations that can turn into policies.

Yes. Spark can ask the first questions, collect key details, identify intent, separate ready prospects from noise, and help book appointments with reminders.

Each appointment stays connected to the lead record, source, conversation history, notes, and next step.

Yes. When a prospect is ready to talk now, Spark can help create a live transfer and prepare you before the call hits your phone.

Spark can show a live transfer card with who the lead is, what they said, where they came from, why they are interested, and what is happening with the handoff so you are not taking the call blind.

Yes. Spark can include built-in SMS and email campaigns for common life insurance follow-up moments.

That includes new lead follow-up, appointment reminders, no-show recovery, missed calls, quote follow-up, stale lead reactivation, birthday messages, holiday follow-ups, and long-term nurture.

You can use the campaigns as built, edit them yourself, or have your Spark agent help refine them around your voice and process.

Yes. Spark includes a dialer experience built around working leads from the same place you manage them.

The dialer can support faster outbound activity, call logging, notes, dispositions, recordings, and next steps tied back to the lead record. Spark’s dialer direction also includes multi-line dialing, two-way and three-way calling, spam protection, and number rotation.

Yes. Spark can support AI underwriting context during the sales process.

That means Spark can help collect and organize important details from the conversation — like health context, coverage goals, budget, product interest, and eligibility factors — so you have better context while speaking with the prospect.

The licensed producer still stays in control of the recommendation and sale.

Yes — two ways, both built right into Spark.

Lead Marketplace (all plans). Buy on demand from Spark-partnered lead vendors at discounted, member-only pricing — pick your lead type, category (volume, high-intent, or aged), and the exact volume you want. Those leads flow directly into Spark, so you work them from the CRM, dialer, AI assistant, campaigns, and source-ROI tracking instead of buying in one place and managing them somewhere else.

Meta lead generation (Growth Plan). A done-for-you managed lead service. You set a daily budget and pick the lead type you want to target; Spark builds and runs the Meta ad campaigns for you, and fresh, exclusive leads drip straight into your account in real time.

What makes it different: every agent's ad spend is pooled into one seasoned ad account and pixel and shared round-robin by your portion of the spend — so there's no competition between agents, a far shorter learning phase, and consistent cost-per-lead and quality from day one. There's no setup fee (it's included in the Growth Plan), and you can watch your cost-per-lead and spend and adjust your budget anytime.

Due to high demand, a limited number of Growth Plan seats open each day — join Growth directly while seats are open, or start on Starter or Pro and activate it the moment a seat frees up. See the Lead Systems page for the full breakdown.

Yes. You can bring leads from the sources you already use.

Spark is designed to help you work new leads, aged leads, purchased leads, imported lists, referrals, and other lead sources while tracking what happens after the lead enters the system.

Yes. Spark can help connect lead source to activity and production.

You can track which sources turn into calls, appointments, live transfers, applications, premium, commissions, and real production — not just how many raw leads came in.

Spark can also help track written business, pending commissions, paid commissions, owed commissions, and production tied to leads, agents, and sources.

Spark can give agency owners a clearer view of what is happening across the organization.

That can include organization charts, downline dashboards, individual agent analytics, real-time leaderboards, dial room activity, call and appointment activity, source ROI, commission visibility, and team performance reporting.