AutoMentor Onboarding Form
Please fill the information carefully as these responses are used to setup your subscriber account
Please watch this video before completing the section:
Contact Info:
Name
*
First Name
Last 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 spam filtering)
The number used to identify your business. In case of US EIN, must be a 9-digit number e.g.12-3456789. If you do not have an EIN, please select the TOLL-FREE option below:
I DO NOT have an EIN and need to use a Toll-Free phone number
Create my account with a Toll-Free Number
Address
*
Street Address
Street Address Line 2
City
State / 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.
Please watch this video before completing the section:
Will this be a "solo" account, or a "shared" account?
*
Solo (Only 1 person taking interviews) *excluding admin
Shared (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
.
Suggested licensing course to enroll in:
*
LIFE ONLY (Recommended)
LIFE & HEALTH (accident)
Agency XCEL Discount Code Link:
I DO NOT have an XCEL discount code and need one created for me
Request a code for me
Agency "Your Insurance License" Link:
I DO NOT have a "Your Insurance License" code and need one created for me
I need a "Your Insurance License" code made for me
Which pricing option would you like your candidates to see? (Choose 1)
$49 (No Rebate)
$99 ($50 Rebate)
$149 ($100 Rebate) RECOMMENDED
"Your Insurance License" Availability:
I understand that the LIFE ONLY course is unavailable for NY, MN, and KY, and the LIFE / ACCIDENT / HEALTH course is unavailable for NY, MN, KY, and CA. 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:
*
Account Timezone (for main user / manager if shared account)
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)
Please Select
Book on any available time in my calendar.
I have specific times for checkpoints.
*IF* you have specific times for check points, what are they?:
IF THIS IS A SHARED ACCOUNT - PROVIDE NAME, NUMBER, EMAIL FOR EACH USER
Will users share 1 zoom link, or have their own zoom link?
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)
What stage do you want new candidates to get your huddle reminders?
As soon as they interview
After enrolling in XCEL
After passing exam
Only after fully contracted
Please watch this video before completing the section:
Which Subscription Package?
*
AutoMentor Starter Account (25-50 Booked Interviews /mo) $500/mo
AutoMentor Builder Account (50-75 Booked Interviews /mo) $1,000/mo
AutoMentor Builder+ Account (120-150 Booked Interviews /mo) $1,500/mo
AutoMentor Owner Account (200-300 Booked Interviews /mo) $2,000/mo
Deposit / Setup Authorization
*
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( X )
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
Credit Card Details
First Name
Last Name
Credit Card Number
Security Code
Card Expiration
Contact opt-in
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.
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