My Account | SPEED Training Workshop

🌎 Heads up: Support will be limited through June 8th while we are away on Ambassador Travel. We appreciate your patience and will respond as quickly as we can.

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Account Name

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User Role

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Agent's Email

Order Type*

Add a Team Member
Remove a Team Member
Update Team Member Templates
Update Agent Templates

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Who do you need updated templates for?*

Team Member(s) Only
Agent Only
Agent & Team Member(s)
Remove a Team Member

Be sure to add them to "My Team" on the left menu.

If you are unable to add them because you are out of seats, we will manually update your account on our end.

Do you want these in English or Spanish?*

Spanish is included for On Demand Memberships. Cloud members are $10/mo for Spanish.

English
Spanish

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Agent Name*

Have you made any changes to your agency since you last received templates?*

Examples: New address / phone / fax etc.

Yes
No

Indicate the changes below

Customization Options

Customize your Agent Templates!

Change the "Greeting" from the generic placeholder, "XXXXXXX"
Change the "Sign Off" from the generic placeholder, "Thank You"
Remove the Agent's Picture from the Agent's Set of Templates
Add Securities Disclosure for Agent's Set of Templates

Customize your Team Member Templates!

Change the "Greeting" from the generic placeholder, "XXXXXXX"
Change the "Sign Off" from the generic placeholder, "Thank You"
Remove the Agent's Picture from the Team Member's Set(s) of Templates
Add Securities Disclosure for the Team Member's Set(s) of Templates

Choose the Agent's "Greeting" at the beginning of the emails:*

Dear XXXXXXX,
Hi XXXXXXX,
Hello XXXXXXX,
Other (I will put it into notes below)

Choose the Agent's "Sign Off" at the end of the emails:*

Sincerely,
Regards,
Best,
Other (I will put it into notes below)

Choose the Team Member's "Greeting" at the beginning of the emails:*

Dear XXXXXXX,
Hi XXXXXXX,
Hello XXXXXXX,
Other (I will put it into notes below)

Choose the Team Member's "Sign Off" at the end of the emails:*

Sincerely,
Regards,
Best,
Other (I will put it into notes below)

Team Member Section

Do you want your Team Member's picture in their email templates?*

Yes
No

** You must upload the Team Member pictures to your electronic library. Once this is complete, update the microsite customization tool to show pictures, and please send us a note once complete.
ABS > Marketing > Electronic Library > Launch EL Tool (ASR is your point of contact for help with this step!)

How many sets of Team Member templates do you need?

1st Team Member Info

Name*

Phone

SF Email*

Redirect Email*

Job Title*

License # (California Only)

2nd Team Member Info

Name*

Phone

SF Email*

Redirect Email*

Job Title*

License # (California Only)

3rd Team Member Info

Name*

Phone

SF Email*

Redirect Email*

Job Title*

License # (California Only)

4+ Team Members?

If you need to add more than 3 team members, submit this form and then fill it out again.
This will ensure your order is not missed!

Remove a Team Member

Have you already disabled the team member on the left side under "My Team"?

Yes
No

We are already in receipt of the removal, so there is no need to submit this request.

Who do we need to remove?

First Name	Last Name

Important Notes

Include any notes we need to know here:

Billing

Billing Updates*

I agree to the payment policy.

I agree that SPEED Training may update my automatic payments if this order changes my current pricing. The Cloud includes the Agent and up to 4 Team Members for $99.99/mo. Additional team members are $10/mo per user.
Spanish templates are $10/mo per user.

Name

This field is for validation purposes and should be left unchanged.

Login

Manage your billing and your Cloud Team Members.

Be sure to add them to "My Team" on the left menu.

Customization Options

Team Member Section

1st Team Member Info

2nd Team Member Info

3rd Team Member Info

4+ Team Members?

Remove a Team Member

Important Notes

Billing