Unlicensed Agent
Checklist
To get licensed, follow these step-by-step in order!
Review licensing requirements for your resident state
01
Admin Team Email:
02
Schedule exam through your resident State’s Department of Insurance Proctoring Service
Schedule your exam 10-14 days away. This will give you enough time to study and complete your pre-licensing education requirements. Schedule the LIFE exam only. Don’t schedule Life and Health.
*If you live in one of these states - AL, CO, KY, LA, MD, MI, MS, NC, SC, or TN – you will have to COMPLETE pre-licensing course BEFORE you are allowed to schedule your exam. Read TIPS and then Email Admin Team - Subject line: Study course code for ___(your state).
******* For KY, MD, NC, and IL refer to additional tips below *******
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.
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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.
Receive course enrollment coupon code from Admin Team
04
Education provider is XCEL Solutions. Once you register for the course with the coupon code, the course is only available for 30 DAYS. Small fee applies if you need extension.
5
Access pre-licensing course here
- Select ‘Insurance English (or Spanish) Pre-Licensing Bundle Courses’.
- Select your state
- “Add to Cart”- Life Only Pre-Licensing Course. Apply coupon code at check out
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Get fingerprints done (if your state requires it)
If your state requires fingerprints, schedule an appointment prior to your exam date or as soon as you possibly can. Please reference testing provider information in previous step or google "fingerprinting services" in your area.
Get National Producer Number (NPN)
09
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.
Let your Team Leader and Admin Team know when you received your license and NPN.
Finish. Congratulations!
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Now get started on the “Licensed Agent Checklist”
Study pre-licensing course. Take and Pass Your Exam!
07
Complete all chapter quizzes. Pass your simulator exam before sitting for the state exam.
Apply for your State Insurance License.
08
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.
REACH OUT TO YOUR TEAM LEADER TO DISCUSS IMPORTANT TOPICS!
Schedule a meeting with your Team Leader while you wait for your State License approval and your National Producer Number. Turnaround time varies by state, so let's make good use of your ‘wait time’ to discuss following topics:
1. Error and Omission (E&O) insurance
2. Pencil in one-on-one coaching dates
3. Getting leads from FFL One Culture Exclusive CRM
4. My website, social media, sales presentation, weekly team meeting
5. Charge back and my responsibility with debit balance
Look ahead for steps listed in LICENSED AGENT page!
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Additional tips for MD
MARYLAND: First enroll and COMPLETE the entire course before you schedule for exam. Email Admin Team after you completed course and schedule your exam.
Additional tips for IL
ILLINOIS: In the state of Illinois, agents are now required to take two tests. IL STATE producer test, and also IL GENERAL producer test. Both tests are $92, but if both tests are scheduled on the same day, one of the test fees will be waived. This is due to IL strict state rules. These tests are required to sign up first before getting the pre-licensing course
Additional tips for KY
KENTUCKY: First, enroll in pre-licensing course. Second, complete background check and apply for your license. Then, schedule your state exam. Email Admin Team after you have applied for your license and schedule your state exam. Details & FAQ can be found here Kentucky Depart of Insurance
Additional tips for NC
NORTH CAROLINA: First enroll and COMPLETE the entire course. You also need to apply for your license and complete your background check prior to being able to schedule your state exam. Email Admin Team after you completed course and schedule your exam.