Non US Resident Confirmation/Cancelation Process

WorldVia Travel Network agents must be US residents or have the correct documentation that allows them to work in the US.

1. If Member Recruitment sees an address associated with a new agent is outside of the US, please confirm with the agent that the information captured in HubSpot/PRO is correct. 
   1. Confirm by phone (if they have one on the account), followed up with an email sent from HubSpot.
   2. If they confirm that they are not a US resident, please continue with our current steps:
      1. Add a note to the contact record asking the New Agent Sign Up team to complete the cancelation and refund.
      2. Add to the note that this information has been confirmed by the agent.
   3. If they confirm that they are a US resident, then we move forward with the normal account setup process.
2. If they've gotten far enough in the sign up process, that they have completed the Stripe ID Verification and their license/passport details can be viewed/confirmed in Stripe.
   1. If they are a non US resident, Stripe won't approve the verification and Member Success will receive a ticket for that and follow the process below:
      1. Send the Non US Agent canned resonse to the agent.
      2. Cancel their WorldVia PRO account
      3. Refund their plan payment
      4. Close any Commission Manager and Trams accounts for the agent
      5. Add a note, tagging the Member Recruitment team, stating that the agent is a Non US resident and that the account has been canceled and refunded.