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