Annuity.com Agent Onboarding

LeadPro Account Onboarding

Let's Start By Finding Your Account

Please use the same email address you used when completing your Annuity.com online account registration.

Email *

When we receive a lead for you, what number should we text?

Please use an SMS-capable mobile phone number. *

We will use this number exclusively to text you your new lead information. You will not receive marketing communications from Annuity.com unless you have previously consented during the Legal Acknowledgement step of your onboarding.

Next, we're going to collect the information our team needs to create your Annuity.com Agent Website.

Click "Next" to get started.

Would you like a business address displayed on your website? *

Yes

How would you like your address displayed?

Address Line 1

Address Line 2

City

State

Zip Code

Do you have an existing calendar scheduling link you'd like to display on your Annuity.com website? *

Yes

Please provide your calendar scheduling link here: *

Business Contact Information

How would you like your first name to appear on your customized website? *

How would you like your last name to appear on your customized website? *

How would you like your company name to appear on your customized website? *

If you do not have a company name, you may put your first and last name.

What business email would you like us to display on your customized website?

If you do not have a business email, we will provide you with one. You may leave this blank.

What phone number would you like on your customized webpage?

If you do not have a business phone number, we will provide you with one. You may leave this blank.

What website would you like on your customized webpage?

If you do not already have a business website, we will build one for you. You may leave this blank.

Additional Business Information

How many years have you been in business?

If you are new to business, we are excited to have you! Providing this information will allow us to customize your experience to best suit your needs.

Which best describes your business?

Insurance Agent

Registered Investment Advisor

Financial Advisor

Others (please specify below)

Preferred Business Description if you chose "Other":

What states are you licensed to do business in? Please select all that apply. *

What have you done for marketing & lead generation in the past?

What languages are you fluent in? (Select all that apply) *

Your Headshot Images

Do you have at least 1 professional-looking headshot?

Yes

Note: If you do not currently have a headshot photo, we will use our logo in its place, and you can update this at a later time.

Upload Your Headshot Images

To maximize our ability to serve you, please provide at least one professional-looking headshot. We discourage headshots that include other people or pets and backgrounds that distract from a professional appearance.

Upload your professional headshot images here: Please provide 1-3 photos.

Supported File Types include

Social Media Accounts

We would like to include links to your primary professional social media sights. You can easily copy and paste the URL address from each social media account and drop them here. If you don't use these platforms, just leave them blank.

YouTube Channel (URL)

LinkedIn Profile (URL)

Facebook Page (URL)

Instagram Page (URL)

Upload Your Contacts (Database)

This is a vital step in your onboarding process. Your current database could be the conduit to significant business in the future. We'll help you stay in touch with your contacts with timely updates and financial information to remind them you're available to help them make smart, safe money decisions.

Please ensure your files are in CSV format, all columns have headers, and note that your database is required to have columns for the following:

First Name
Last Name
Email
Phone (optional)

Do you have your Contact List (aka database) ready to upload?

Yes

Upload Your Contacts (Database)

Important, we check for and do not allow purchased lists to be added to our database. Your database should consist of people you know and have had some interaction with in the past and/or people who recognize your name if it pops up in their email.

Upload your contacts here. You can include more than one file.

A minimum of 1 and up to 5 files. You must choose all files together as one upload. Accepted file format for your database includes

Your Professional Biography

Your biography should include: Your education, business philosophy, family, friends and community. We recommend writing in third person, avoiding cliche terms and keeping your biography at roughly 200-300 words.

Your biography will be screened and edited to meet internet standards. If you don't have one you can provide now, we will insert a simple bio to get you started.

Do you have a Professional Profile or Biography?

Yes

No - No worries! We will post a simple bio to get you started. You can change it later.

Upload Your Bio

Please upload your 3-5 paragraph profile or bio here:

Supported File Types - .pdf or .docx

Next, since Annuity.com will be marketing to your leads via email and SMS, we need to collect information necessary to complete the SMS messaging compliance registration on behalf of your business. For more information about Text Messaging Compliance, please click here.

You may find that some questions you've previously answered are repeated in this next section. The information we're requesting about your business needs to be exact. Thank you.

Click "Next" to get started.

Information Needed for A2P Approval:

Email Address (Must be @gmail, @hotmail, @yahoo, etc) *

Please provide an email address that will be used for phone number approval. This must be from a public domain (e.g., Gmail, Hotmail, Yahoo). Private or business domains, including GSuite addresses, are not eligible for Brand registration. This email will only be used once and will be deleted afterward. Submitting this email will not change or override the email you used to sign up for your account, nor will this be displayed anywhere across your pages or profiles.

Personal Mobile Number (Can't be Twilio or Google Voice) *

We will use this mobile number to send you a one-time verification text. Similar to the email address, this will be used once and deleted afterwards. Submitting this phone number will not change or override the phone number you used to sign up for your account, nor will this be displayed anywhere across your pages or profiles.

Business Mailing Address *

Please provide the address that matches your business registration (if applicable), even if your business address has changed or you have multiple locations.

What three-digit area code would you like to use for the first part of your new phone number? Give us two options in case there are none available for your first choice. *

If you would not like us to provide you with a business line in the LeadPro Business Center, please type "opt out" in the field above. Any questions can be directed to [email protected]

Business Timezone *

I Consent to Receive SMS Notifications, Alerts & Occasional Marketing Communication from company. Message frequency varies. Message & data rates may apply. Text HELP to (XXX) XXX-XXXX for assistance. You can reply STOP to unsubscribe at any time.

Last, We Need To Sort Out Your Privacy Policy & Terms and Conditions Documentation:

To comply with A2P 10DLC registration, your Privacy Policy and Terms and Conditions documentation must include specific language to meet industry standards and carrier requirements.

These requirements focus on transparency, consent, and compliance with messaging regulations.

Annuity.com is able to provide you with A2P10DLC Registration Compliant policies that will live on your Annuity.com Agent Website. However, we understand some businesses may already have this documentation in place.

Please answer the questions below to let us know how you'd prefer to proceed with these required documents.

Do you consent to allowing Annuity.com to provide you with A2P-compliant Website Terms and Conditions? *

Yes - I understand it is my responsibility to review the Terms and Conditions provided and that I will be legally responsible for its contents.

No - Please contact me with information regarding what needs to be in the Terms and Conditions, and I will provide you with a link.

Do you consent to allowing Annuity.com to provide you with an A2P-compliant Privacy Policy? *

Yes - I understand it is my responsibility to review the Privacy Policy and that I will be legally responsible for its contents.

No - Please contact me with information regarding what needs to be in the Privacy Policy, and I will provide you with a link.

Our team is ready to customize Your webpage and start consistently building your connections.

Before we can begin, we'll need to collect a few items from you.

Gathering these four things will make your set-up a breeze!

Got Everything Ready?

Now it's time to fill out the Onboarding Survey below so you can experience the excitement of a marketing strategy that will connect you with new opportunities to build ownership as you build your business.

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