AutoMentor Onboarding Form

Please watch this video before completing the section:

Name*

First NameLast Name

Corporate / Business Name*

Enter the exact business name, as registered with the Government and mentioned in your tax documents (W2, W9 or CP 575). E.g. Agency Name LLC rather than Agency Name.

Business Tax ID / EIN (for phone number approval)*

The number used to identify your business and apply for phone number to send communications to candidates. In case of US EIN, must be a 9-digit number e.g.12-3456789.

Create my account with a Toll-Free Number

Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Email*

Note: To ensure that all emails are received, please make sure to use your GMAIL accounts (please avoid Hotmail, Yahoo, or Outlook)

Contact Phone Number (for us to call / text you)*

Please enter a valid phone number.Format: (000) 000-0000.

Please watch this video before completing the section:

Solo (Only 1 person taking interviews) *excluding adminShared (Multiple users taking interviews, each is their own hiring manager)Shared -w- Recruiters (multiple interviewers, but only 1 hiring manager)

Permanent Zoom Link (we suggest having a dedicated account for this) - PLEASE MAKE SURE THERE IS NO PASSCODE ENABLED - WAITING ROOM ONLY*

(Note: This will NOT work for FREE Zoom Accounts).

Click the Loom video link for a step-by-step guide on removing the Zoom passcode:
LOOM VIDEO LINK.

LIFE ONLY (Recommended)LIFE & HEALTH (accident)

Agency XCEL Discount Code Link:

Request a code for me

Agency "Your Insurance License" Link:

I need a "Your Insurance License" code made for me

$49 (No Rebate)$99 ($50 Rebate)$149 ($100 Rebate) RECOMMENDED

I understand that the LIFE ONLY course is unavailable for NY and the LIFE / ACCIDENT / HEALTH course is unavailable for NY, MN. Candidates in these states will be sent my XCEL code. (States will be updated as the course becomes available).

Preferred Email Address (for applicants to see as "from"):

Preferred "From" Name in email:

Preferred email signature:

Eastern (EST) (America, New York)Central (CST) (America, Chicago)Mountain (MST) (America, Denver)Arizona Time (America, Phoenix)Pacific (PST) (America, Los Angeles)

Please watch this video before completing the section:

Group Interview Time Availability: (Times need to be at least 90min apart per day)*

Group Onboarding / Expectations Call Times: (1-hr zoom onboarding meeting)*

Preferred Zoom Link for onboarding calls (do not conflict with group interview times)*

Summit Mentorship Checkpoint booking (choose an option)

*IF* you have specific times for check points, what are they?:

IF THIS IS A SHARED ACCOUNT - PROVIDE NAME, NUMBER, EMAIL FOR EACH USER

One Zoom link (RECOMMENDED)Multiple Zoom links (one for each user)

IF THIS IS A SHARED ACCOUNT, PLEASE DETAIL INTERVIEW TIMES BY PERSON:

Team Huddle times / links (Title, Day, Time, Timezone, Link)

As soon as they interviewAfter enrolling in XCELAfter passing examOnly after fully contracted

Please watch this video before completing the section:

AutoMentor Starter Account (25-50 Booked Interviews /mo) $500/moAutoMentor Builder Account (50-75 Booked Interviews /mo) $1,000/moAutoMentor Builder+ Account (120-150 Booked Interviews /mo) $1,500/moAutoMentor Owner Account (200-300 Booked Interviews /mo) $2,000/mo

Deposit / Setup Authorization*

AutoMentor $500/mo "Starter" Account Setup / Deposit

This "Setup / Deposit" payment allows for your customized account to be created. This also covers your final 2 weeks on the platform due to discontinuation and / or billing issues.

$250.00

AutoMentor $1000/mo "Builder" Account Setup / Deposit

This "Setup / Deposit" payment allows for your customized account to be created. This also covers your final 2 weeks on the platform due to discontinuation and / or billing issues.

$500.00

AutoMentor $1500/mo "Builder+" Account Setup / Deposit

This "Setup / Deposit" payment allows for your customized account to be created. This also covers your final 2 weeks on the platform due to discontinuation and / or billing issues.

$750.00

AutoMentor $2000/mo "Owner" Account Setup / Deposit

This "Setup / Deposit" payment allows for your customized account to be created. This also covers your final 2 weeks on the platform due to discontinuation and / or billing issues.

$1,000.00

Enter coupon

Total

$0.00

Credit Card Details
First Name	Last Name
Credit Card Number	Security Code
Card Expiration

I agree to receive SMS communications. By submitting my phone number and checking the box, I agree to receive SMS communications for appointment booking, appointment reminders, updates and announcements. Message frequency may vary. Msg/Data rates may apply - Reply STOP at any time to opt-out of SMS.I consent to receive emails. By providing my email address and checking the box, I consent to receive emails for appointment booking, appointment reminders, updates and announcements. Click the "Unsubscribe" link in our emails to opt-out at any time.I agree to receive phone calls. By providing my phone number and checking the box, I agree to receive autodialed, pre-recorded, or live calls regarding appointment booking, appointment reminders, updates and announcements. Msg/Data rates may apply.

AutoMentor Onboarding Form

Contact Info: