Agency Onboarding Survey
Company Name
Business Name (as you want your clients to see it)
Business Registration Number/Business EIN
Owner Name
*
Owner Phone
*
Owner Email
*
Managing Partner Name
Managing Partner Phone
Managing Partner Email
How many Agency owner/staff accounts do you need?
Owner Account
Managing Partner account
Admin Account
Dialer Account
Do the above accounts need to have their own phone numbers or do you want to share phone numbers/ leads with these people?
What IMO are you with?
Who is our main point of contact?
What lines of insurance do you need your CRM to cover - please check all that apply
Life Insurance (FEX, IUL, MTG, TERM, ANNUITY)
Health / Medicare
No elements found. Consider changing the search query.
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Do you need any agency reminders sent out weekly?
What carriers do you need added to your agent directory?
Do you want your Ai Chat Bot Connected? (The Ai Chat Bot will be able to hold a conversation with your leads, answer questions, book appointments and reschedule appointments. This can be turned on or off at any time.)
Yes
No
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List is empty.
Do you want your agents to use our AI Bots to book and reschedule appointments?
Yes
No
Upload Your Financial Inventory Sheet : If your company uses a financial inventory sheet for you to fill out during presentations upload it here so we can customize your platform to match.
Please submit your agency logo with no background
If you have a second version of your logo you can add it here
Please submit your agency colors in #000000 format - if you do not know your agency colors just type n/a and we will pull from your logo.
Do you have a domain? What is it and where is it hosted (ex: GoDaddy)?
If you need owner and/or managing partner agent websites for writing business and attaching to your calendar please fill out this page. If not, you can leave this blank.
Submit Owner Headshot
*
Submit Owner About Me
*
Submit Owner Licenses in JPEG or PNG Format
Submit Managing Partner Headshot
Submit Managing Partner Licenses in JPEG or PNG Format
Submit Managing Partner About Me
