You can read everything here. Editing is limited to owners and admins — ask Marc if you need access.
Changes here are inputs. The pricing job re-prices every sale from them on its next run (every 15 minutes) — the Sales page updates then, not instantly. Every change is recorded in the change log with who / when / before / after.
Percent rates are entered as a percentage of annualised premium (70 = 70 %); Schedule A rows are flat dollars per enrollment. A row prices sales only when its status is CONTRACT / CONFIRMED / ACTIVE — PROPOSED, ON HOLD and CHECK CARRIER MAP rows are computed but not counted. Tick Verified once a rate is confirmed against Spark AgentHub or the contract; that clears the UNVERIFIED_RATE flag on every sale it prices.
| Line | Carrier | Product | State | Tier | Year 1 | Renewal | Status | Pays | St-chk | Verified | Notes |
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Agents key ancillary plan names as free text. An alias maps carrier + EnrollHere plan type + a pattern on the lower-cased plan name to a rate-card product key. Lowest priority wins when several match. Deactivate instead of deleting. Sales with no matching alias show the NO_ALIAS flag on the Sales page — use "Test a plan name" to check a pattern before saving.
| Carrier | Plan type | Pattern | Product key | Priority | Active | Notes |
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Each card states the default the pricing job applies while the decision is pending. Record the answer and set the status to ANSWERED; if the answer changes a pricing rule (proration, plan-change pay, agent comp), Marc changes the rule in the job — the record here is what the rule is built from.
| When (ET) | Who | Table | Row | Action | Changes |
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