AGENT ROLLOUT ONBOARDING

Activate your production system.

Choose your lead package, see the complete system included with it, and send your details in one place.

1 Package 2 Details 3 Confirm

STEP 1

Choose your lead package

Every package includes the same complete system. Higher packages add more leads.

Spanish IULSpanish Trucker IULMix of 4- and 10-question forms

Lead quantities are estimates. Delivery and results vary with acquisition cost, market conditions, agent activity, and follow-up.

YOUR COMPLETE SYSTEM

From lead to next action

This is not a loose lead list. You are joining an operating system built to help you work every opportunity consistently.

Spanish IUL4- and 10-question forms

Spanish Trucker IUL4- and 10-question forms

Your leads, activity, stages, and next steps in one record

CORAAI assistance inside your Copper workflow

Call summariesTurns logged activity into clear notes

Workflow updatesMoves records through configured stages

Next tasksCreates the follow-up your record needs

Copper account

Your CRM workspace for leads, calls, notes, stages, tasks, and results.

Cora + automation

Structured call summaries, configured stage updates, reminders, and follow-up tasks from the work you log.

Private Slack support

A private channel plus a support bot for system questions. Never paste prospect PII into Slack.

Weekly Spanish training + Q&A

Live help with workflow, Q&A, carrier fit, case quality, and reducing preventable chargebacks.

Production + test variants

Established lead/form variants plus controlled A/B versions after required compliance checks, so your feedback improves the system.

Early dialer, SMS + voicemail trial

Conditional access after identity, license, A2P, testing, consent, and compliance requirements. This is not a day-one promise.

THE NON-NEGOTIABLE

The leads work when you work them.

Set recurring work blocks in your own calendar and keep them. Follow the Copper tasks, contact consistently, and log every call, message, email, and result. The system exists for a reason; skipping the workflow breaks the follow-up.

STEP 2

Send your agent details

This creates your rollout record. It does not charge you.

Full name Email Mobile phone Agency / team NPN States where you hold an active license Preferred language Package

STEP 3 Confirm your commitments I confirm that my information is accurate and I will request leads only where I hold an active license. I will follow consent, DNC, recipient-local quiet hours, and the required contact cadence. I will not use automated texts, prerecorded or AI-generated voice, or autodialing unless the record and enabled workflow permit it. I will log every interaction in Copper, protect prospect PII, and use Slack and system tools only for their intended support workflow.

Choose a package to continue.

Important operating terms

Lead counts are best-effort estimates. No sales, appointments, placements, commissions, or other outcomes are promised. Carrier availability and case suitability vary by agent, client, state, and carrier rules.

All outreach must follow the consent shown on the lead record, federal and state DNC rules, recipient-local quiet hours, applicable calling and texting rules, and the required contact cadence. AI-assisted or synthetic voice and messaging must include every disclosure and consent required by law and the enabled workflow.

This form collects onboarding information only. It does not process payment. Current purchase, fulfillment, replacement, cancellation, and refund terms must be shown and accepted before payment.