FOLLOW THESE STEP-BY-STEP IN ORDER

☐ Reach out to your Manager for an enrollment code to XCEL

☐ Review licensing requirements by state: HERE

☐ Schedule exam date through your resident State's Department of Insurance Proctoring Service

☐ Inform your manager of the exam date

☐ Study for exam

Complete all chapter quizzes. Pass your simulator exam before sitting for the main test.

☐ Take – and Pass Your Exam!

☐ Get fingerprints done

☐ Submit exam receipt & fingerprints to the state: HERE

☐ Get National Producer Number & State License

Call your resident State’s Department of Insurance daily & ask them to check on your progress to speed up the process.

☐ Send NPN & state license # to your manager

☐ Start New Agent Checklist