Agri-Sure Dealer Onboarding

A guided intake form for new single-location and multi-location dealers.

Estimated time
8-10 minutes

Step 1

Dealer Type ?

Start by identifying whether this is a single-location dealer or a dealer group.

Does this dealer have multiple locations? *

Dealer Name *

Step 2

Business Information ?

Collect the main business address, contact information, DBA, and EIN.

Main Contact Email Address *

Main Phone Number *

Main Street Address *

Main City *

Main State *

Main ZIP Code *

DBA if applicable

EIN *

Step 3

Products ?

Select the products this dealer sells.

What does this dealer sell? *

Step 4

Tax and Service ?

Capture tax settings, labor rate, and repair service details.

Parts Tax

Is tax applicable on parts? * Parts tax rate

Labor Tax

Is tax applicable on labor? * Labor tax rate

Total Tax

Is tax applicable on total? * Total tax rate

What is the dealer's labor rate? *

Does dealer have a service department? *

Does this dealer use a third-party repair facility? *

Step 5

Contacts ?

Enter owner and billing contact information.

Accounting/Billing Contact is same as Dealer Owner

Dealer Owner First Name *

Dealer Owner Last Name *

Dealer Owner Email *

Dealer Owner Phone Number

Dealer Owner Title

Accounting/Billing Contact First Name *

Accounting/Billing Contact Last Name *

Accounting/Billing Contact Email *

Accounting/Billing Contact Phone Number *

Accounting/Billing Contact Title

Step 6

Locations and Portal Access ?

Complete each dealership location and add users who need portal access.

Step 7

Signers and Review ?

Add document signers, then review the intake summary before submitting.

Document Signers ?

Review Summary ?

Dealer Type

Products

Locations

Portal Users

On submit, your onboarding information will be securely sent to Agri-Sure for review.