Licensing 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 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

- Google “Fingerprinting Services” or call & ask your state’s Department of Insurance

▸​ 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