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 for your State

✅​ Review licensing requirements by state: HERE

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✅​ 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!

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✅​ Get fingerprints done (if applicable)

- Review requirements by state: HERE

✅ Submit application for your Life & Health Insurance License: HERE

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

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✅​ Get National Producer Number (NPN) & State License: HERE

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✅​ Create a new, business-specific email address

- We recommend this new email address to be FirstNameLastName.FFL@gmail.com

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✅​ Send your First and Last Name (as it appears on your Insurance License), NPN, your new business Email Address to your manager

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✅​ Start New Agent Checklist