Licensing Checklist

To get licensed, follow these step-by-step in order!
01

Review licensing requirements for your resident state

02

Register for Pre-licensing Study Course 

You MUST complete the study course registration from your pc or laptop.  Please do not register for the course from your phone.

Once registered, you have 30 DAYS free access to the study course. Small fee applies if you need to extend beyond 30 days. 

CLICK HERE FOR SIMPLE STEPS TO REGISTER FOR PRE-LICENSING STUDY COURSE   

HAGA CLIC AQUÍ PARA CONOCER LOS SENCILLOS PASOS PARA INSCRIBIRSE EN EL CURSO DE ESTUDIO PREVIO A LA OBTENCIÓN DE LA LICENCIA

03

Register for State Licensing Exam & Study to Pass Exam!

When you are about about 60% through the course, look into registering for state licensing exam. Register early to help you stay motivated and on course!

04

Email Admin Team your exam date.

Subject line: “Exam schedule date confirmation”

Send a screen shot of your scheduled exam date or simply forward your scheduled exam email confirmation to Admin Team.

 

05

Inform Admin Team and Your Team Leader that you pass your exam!

Congratulations! Let Admin Team and your Team Leader know you are ready for serious business.
06

Get plugged in (if you have not)

 

Download SLACK app on your phone. Ask Admin Team or your Team Leader for invite if you have not receive it.

 
07

Get fingerprints done (if your state requires it)

If your state requires fingerprint, schedule an appointment prior to your exam date or as soon as you possibly can. Please use the link in STEP 03 for fingerprint provider information or the link in STEP 01 (2. Details Licensing Info for Each State). Alternatively, google fingerprint services in your area.

08

Apply for your State Insurance License

 

The testing facility may provide you with information on how to apply for your state insurance license. Please reference testing provider information in previous step. Call your resident State Department of Insurance for clarification, if needed. 

We recommend applying for your state license with 

NIPR LICENSING CENTER  Or check out SIRCON

Note: Resident License requirements vary by state; some require fingerprinting, or other background checks. Pricing varies by state. You must first have a resident license and NPN before you can start contracting.

09

Get National Producer Number (NPN)

 

You DO NOT need to apply for NPN. The NPN is issued to you when your State updates the National Producer Registry with your approved license. Call your resident State’s Department of Insurance daily to check on your application and speed up the process. Check for your NPN in the link below.

NATIONAL INSURANCE PRODUCER REGISTRY

Finish. Congratulations!

Now get started on the “New Agent Checklist”

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