Welcome to Medicare Program Onboarding

  • WTM Onboarding Form

    Please submit one form per agent. Reach out to wtm@carolinaseniormarketing.com with any questions.
  • Do you have a preferred name you'd like to go by?*

  • WTM Onboarding Form

  • Format: 000-000-0000.
  • Which of the following items do you need at this time for 2025 meetings?

  • Do you attest to reviewing the WTM Program training videos and rules at wtmresources.com prior to submitting this form?

    By signing below, you agree to...

    • Reviewing all guidelines and training on wtmresources.com
    • Calling to confirm attendance with your leads as soon as you are notified
    • Calling to remind your leads within 24 hours of your event
    • Getting an accurate count of how attendees heard of your meeting and reporting your results promptly using our reimbursement form
    • Collecting PTC forms and following up with your attendees within 24 hours to set an appointment
    • Keeping track of sales made from WTM events during the year, with the expectation to have written apps for 30-40% of your attendees
  • Would you like your online campaign to send auto SMS texts to your RSVPs? (We will need to get A2P campaign approval, please answer a few additional questions so we may submit a request on your behalf.)*
  • Does your business have a Tax ID (E.g. EIN)?*
  • Should be Empty: