Getting Started

Welcome Aboard! Your next step is to fill out the information below so that we can begin the setup process. We look forward to partnering with you. If you have any questions, feel free to email Josh.

Step 1

Sign Online Agreement

Step 2

Pay Setup Fee Online

Step 3

On-Board Consult Call

Step 4

Complete Online Questionnaire

Step 5

Complete Setup Forms

Step 6

Portal Training

Step 7

Simplify Launch!