New Business Partner
Adding a new business partner to the team onboarding tracker for easy tracking & initiating the email campaign. System progression tracker & welcome flyer will be created once completed. Thank you!
Name
*
Agent Code
*
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Address
Upline Recruiter Name
Name
EXECUTIVE MARKETING DIRECTOR
CFT (CERTIFIED FIELD TRAINER)
Are they licensed?
Please Select
Yes
No
Type of license?
Please Select
Life
Life & Health
Is the state they are applying for the same state on their legal id? If not please indicate on other which state.
Yes
No
Other
Did you sign them up for prelicensing course on XCEL? Please do so & use NVP10 code for discount.
Yes or No
XCEL START DATE?
Please input date xcel account was created. We need to track when it will expire
Did you schedule their exam?
Yes
No
Other
Did you book licensing call with coordinator on calendly?
Yes or No
If yes, please indicate date and time
Upload headshot or clear photo for welcome flyer
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Additional Information and Comments. Please indicate if they are active military, if they have had an account with PSI, Pearson Vue or previously licensed.
Save
Submit
Should be Empty: