# Spark Advisors

> Spark Advisors is a New York-based technology-enabled Medicare brokerage that builds an all-in-one platform for independent agents, agency principals, and call centers. It combines an agency management system, a Medicare-specific CRM, back-office services, and AI-powered tools to help brokers grow their books of business and keep clients enrolled. The company supports more than 10,000 brokers and powered roughly 250,000 Medicare enrollments in 2025.

- **Founded:** 2020
- **Headquarters:** New York, United States
- **Founders:** James Jiang (Co-Founder & CEO), Alex Zhang (Co-Founder & CPO), Byron Edwards (Co-Founder & COO)
- **Team size:** ~89-130 employees (grew to about 130 during 2025)
- **Products:** Agency Management System, Medicare CRM, Call Center Management, Back Office Services, Independent Medicare Network (Spark Community)
- **Notable:** Powered roughly 250,000 Medicare enrollments in 2025, Supports 10,000+ independent brokers and agency principals, Reported 84% average client retention rate and an NPS of 91

## Products & services

- **Agency Management System** — Contracting, finance, ready-to-sell (RTS) tracking, onboarding visibility, performance reporting, and commission reconciliation in one place.
- **Medicare CRM** — Lead data capture, automated client retention campaigns, plan comparison tools, and AI Churn Defense to flag at-risk clients.
- **Call Center Management** — Lead data queries, production reconciliation, and performance analytics for telephonic and virtual sales teams.
- **Back Office Services** — Recruitment, marketing support, CMS-compliant assets, and quality goal planning handled on the agent's behalf.
- **Independent Medicare Network (Spark Community)** — A nationwide community platform connecting independent brokers and agencies.

## Achievements

- Powered roughly 250,000 Medicare enrollments in 2025
- Supports 10,000+ independent brokers and agency principals
- Reported 84% average client retention rate and an NPS of 91
- Agencies report ~40% growth in enrollments after partnering with Spark
- Raised $25M Series B in January 2024
- Grew team to about 130 people in 2025

## Latest updates

- **2024-01** — Announced $25M Series B led by Viewpoint with American Family Ventures and Primary Venture Partners.
- **2025-01** — Recapped 2025 with ~250k enrollments, 10k+ RTS agents, AI-powered churn and plan-disruption workflows, and team growth to ~130.
- **2026-01** — Building tech for agents to serve clients telephonically and virtually, plus year-round client offerings and AI insights across books of business.

## Links

- Website: https://www.sparkadvisors.com
- LinkedIn: https://www.linkedin.com/company/sparkadvisors/
- Instagram: https://www.instagram.com/spark.advisors/
- Facebook: https://www.facebook.com/sparkadvisors/

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Profile page: https://yespress.io/spark
Published by YesPress — https://yespress.io
Last updated: 2026-06-06