Thank You For Joining The Annuities On Autopilot Program!

step 1 of 6: Start your onboarding below!

Welcome To The AOA Family!

We're so excited to start working with you! Please complete this on-boarding form so we can set up your AOA account.

Click "Next" To Get Started >>

Your Contact Info

First Name *

Last Name *

Cell Phone *

Email *

License Number: *

Certifications (AFP, CFP, Etc - Enter n/a if none) *

Company Info

Company Name (to be used in texts) *

Address *

City *

State *

Country *

Postal code *

Company Website (Leave Blank if you do not have one)

Location Phone Number *

Do you have an employee named Ashley? *

Yes

No

Average lifetime value of a client (ex $150/mo x 10 months = $1,500 in commission) *

$

Goals

What is your #1 goal? *

What's your biggest obstacle to reaching that goal? *

Webinar Setup

Please watch this short 2 minute video - ensure your sound is on.

Here is a signup link for Zoom in case you need to create an account. It only takes a minute.

(When you click the link, it will open up a new tab, be sure to come back here once your Zoom account is setup and you have your Zoom link.)

Zoom Link *

Lead Management

Please Note: More availability = more appointments 😉

Sales Appointment Time Slots (Add a row for each time slot) (DO NOT PUT YOUR ONLINE CALENDAR LINK HERE - ENTER THE ACUAL DAYS AND TIMES) *

What time zone are you in? *

Who should be receiving lead notifications? (Add a row for each person) *

Marketing

Who are your top 5 competitors? (Other agents or companies that your ideal client could pick instead of you or that clients have left you for) *

Competitor 1
Competitor 2
Competitor 3
Competitor 4
Competitor 5

What do you think the primary advantage of doing business with you or your agency is over your competitors? *

Marketing

Short Bio to be used in marketing (Please include why you got into the insurance industry). Don't overthink it 🙂 Keep it simple and brief. If you already have a short Bio posted somewhere, you can even copy and paste it here. *

Last Question!

Anything else we should know that might help us market your business?

This site is not part of the Facebook website or Facebook Inc. Additionally, This site is NOT endorsed by Facebook in any way. FACEBOOK is a trademark of Facebook, Inc.

DISCLAIMER: The sales figures stated above are our client’s personal sales figures. Please understand their results are not even remotely typical, we are not implying you’ll duplicate them (or do anything for that matter). In fact, if you do nothing, you can expect nothing. We use these references for example purposes only. Your results will vary and depend on many factors… including but not limited to your background, experience, and work ethic. All business entails risk as well as massive and consistent effort and action. If you’re not willing to accept that, please DO NOT APPLY FOR OUR PROGRAM.

After the application page, you may see an invitation to book a call with us. On that call, if you determine you’d like our help (and we feel you’re a good fit for our program), we will make you an offer to work with us. There is absolutely no obligation to do so, and you obviously do not have to take advantage of that invitation. Either way, our goal is to deliver massive value to you during the call so you know what’s working out there right now for the most successful business owners. This call is 100% free.

Privacy Policy

Terms of Service