HOW TO GET LICENSED CHECKLIST

FOLLOW THESE STEP-BY-STEP IN ORDER

 

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

  • "Add To Cart" - Life & Health Insurance License Study Package

☐​ 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

  • Call your resident State’s Department of Insurance if unclear

☐​ 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