Unlicensed Agent
Checklist
To get licensed, follow these step-by-step in order!
Review licensing requirements for your resident state
01
Admin Team Email:
Register for Pre-licensing Study Course
02
You MUST complete the study course registration from your pc or laptop. Please do not register for the course from your phone.
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Once registered, you have 30 DAYS free access to the study course. Small fee applies if you need to extend beyond 30 days.
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​​​Please look into registering for your State Licensing Exam when you are about 60% through the study course. Familiarize yourself with state exam registration and register for your state exam early on to help you stay motivated and on course!
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Click HERE for Simple Steps to Register for Pre-Licensing Study Course
Register for State Licensing Exam & Study to Pass Exam!
03
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!
Email Admin Team your exam date.
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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.
04
Inform Admin Team and Your Team Leader that you pass your exam!
05
Congratulations! Let Admin Team and your Team Leader
know you are ready for serious business.
Get plugged in (if you have not)
06
Download SLACK app on your phone. Ask Admin Team or your Team Leader for invite if you have not receive it.
Get fingerprints done (if your state requires it)
07
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.
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.
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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.
Get National Producer Number (NPN)
09
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.
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Finish. Congratulations!
10
Now get started on the “Licensed Agent Checklist”
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!
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.