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Non-Licensed Checklist

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Steps To Get Your Insurance License 

☐​ Register for Xcel (Study Class): HERE

- Select Life & Health Insurance License Study Package

When you register select the Life & Health license course.  Set firm schedule for yourself to complete the training in a 7 to 14 day period. It will take you 40 to 52 hours to complete the pre-license course and an additional 8 hours of study time.

The longer you take the harder it becomes and longer you it will be before you start making money.

Once your register for your course and book you exam date send an email to the person who hired you so they can support you along the way.

☐​ Check Your States Licensing Requirements: HERE

☐​ Commit and Schedule Exam Date

There are 2 reasons why you want to schedule your test date ASAP.  1) When you have a set date it provides additional motivation and accountability for yourself.  2) The testing facility may not have any test dates open for 2 to 3 weeks.  What you don’t want to happen is to complete your pre-license course and then find out that you can’t test for 2 or more weeks.  You’ll start to forget what you just learned.

☐​ Let Your Manager Know What Day You Will Be Taking Your Test

☐​ Study For Your Exam.

- Complete Chapter Quiz's and Practices Exam's You Practice Until You Pass The Practice Test With An 80+%

☐​ Take/Pass Your Exam.

☐​ Get Fingerprints Done.

- Schedule Fingerprint Appointment with IdentoGO

Contact Number 1-888-467-2080

Service code 11G6QF

☐​ Apply For Insurance License.

- Submit Test Result and Fingerprints HERE

☐​ Get State Insurance License/National Producer Number.

- Call Your State Department Of Insurance every day Check To see what the progress is (this will speed it up)

☐​ Send License Number and National Producer Number to Your Manager.

☐​ Start New Agent Checklist

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