NEW Welcome Form

Today's Date

MonthDayYear
Date
Company Admin Email
example@example.com
Epique Name
Zoho First Part
DO NOT EDIT
Anonymous Email
Which are they?
Role
Are they joining Anonymously
Agents's LEGAL Name

First NameLast Name
Agent's First Name (or how we should address them)
Agent's License Number
Do NOT include any leading Zero's. Numbers only. No letters or symbols.
Zoho Analytics URL
DO NOT EDIT. WILL POPULATE AUTOMATICALLY.

Agent's Cap
This is usually $15,000 if they're an individual or $10,000 if they're on a team. IF THEY ARE ON A TEAM PLEASE CHECK FIRST BEFORE CONTINUING.

Were they recruited by an Agent or Sponsor?
ATTENTION ONBOARDING TEAM: Check the application the agent completed. If they named a sponsor (someone who referred them), put that person's info in. If they didn't name a sponsor, put in their team lead's info.
Who recruited them? This is their Sponsor.

First NameLast Name
What's the Sponsor's License Number?
Leave out any symbols (dashes, dots, etc)
What's the Sponsor's Company Email Address?
example@example.com