Onboarding Form

Thank you for your purchase of MSICRM.
Please fill out the following form to the best of your knowledge. This will allow us to build your database accurately. Building your MSICRM instance may take several days as we customize your experience.
Send us an email to onboarding@msicrm.com if you have any questions. Please fill this form in one sitting.

https://msicrm.com/onboarding-form/
Only fill this form out once. Please do not make multiple submissions.

Main Contact:
First Name
Last Name
Company
Your email
Phone#
Address1
Address2
City
State
Zip
Number of Seats

Google Calendar Sync If you have a Gmail account, you can sync your MSICRM appointments with your Gmail calendar.
This is a beta offering currently and has minimum support at this time. Do you want to integrate Google Calendar with MSICRM? YesNo

Automatic Lead Insertion
Do you want to integrate with your Lead Provider(s) via API integration, if available? There is a fee per connection per lead provider.
We will reach out to you regarding your Lead Providers and providing them the right information that we require for integration. We provide a template for the data format we require as well as oauth keys in json format.
YesNo

Integrated Email
We can integrate with various email providers or we can have the system call up your email. Integration requires some configuration. If you use Gmail, you will have to enable "less-secure 3rd party access" from the manage.google.com. We cannot connect with Yahoo email accounts at all. Directions are in our blog at https://msicrm.com
YesNo

Email Marketing
Do you want to integrate with SendGrid for email marketing?
SendGrid
You will need to create a SendGrid account and generate an APIKEY for us to plug into your CRM instance. Directions are in our blog at https://msicrm.com

Company Logo
Attach a company logo in jpg or png format with dimensions of 184x40 and no more than 1MB in size. If dimensions are larger, we may edit or reject the submission.

Available User Roles:
Agent: responsible for own leads, clients, accounts and applications: view and edit only, no deletions.
AsstManager: responsible for group (downline) leads, clients, accounts and applications: view and edit AND deletions of group records.
Manager: responsible for company leads, clients, accounts and applications: view and edit AND deletions of ALL records, and import of Leads and Clients.

Users:
Please add your employees, contact info and their expected roles. Email is required for the username. One user per line.
If you have many employees, you can add this data into a spreadsheet and send to us at onboarding@msicrm.com.
First Name, Last Name, Email*, Phone, Role

Carriers:
Add all of your Carriers, one per line.
Aetna American Amicable Humana Mutual of Omaha One America TransAmerica

Products:
Add all of your major product types, one per line.
MAPD MedSup PDP Life - Term Life - Whole ACA STM LTC Annuity IUL

Clients and Leads
If you want to import clients and/or leads, we can provide a spreadsheet in order to import this data. They can be assigned to your users.
Do you want to import clients or leads? YesNo

Any questions or concerns, send us an email at onboarding@msicrm.com.
We look forward to working with you.

Any extra information you would like to provide?
Your message (optional)

Thank you!
MSICRM

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