Unlicensed Agent
Checklist

☐​ Review licensing requirements by state: HERE

☐​ Schedule exam date through your resident State's Department of Insurance Proctoring Service

*Unless if you live in one of these states: Alabama, Colorado, Louisiana, Maryland, Michigan, Mississippi, North Carolina, South Carolina, Kentucky, or Tennessee (You will have to complete the course before you’re allowed to schedule your exam)

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☐​ Send the Operations Manager a screenshot of your scheduled exam confirmation email, including the exam date

 

☐​ Receive the enrollment code to XCEL from the Operations Manager

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

- Make sure to use the promo code to get free access to the course 

☐​ Study for exam
- Complete all chapter quizzes. Pass your simulator exam before sitting for the main test

☐​ Take - and Pass Your Exam!

- Email the operations manager that you passed your exam

☐​ Get fingerprints done
-Google “Fingerprinting Services” or call & ask your state’s Department of Insurance (if your state requires it)
-Check if your state requires fingerprints: HERE

☐​ Submit exam receipt & fingerprints to the state (if your state requires it): 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.  

- Let the operations manager know when you receive your license

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☐​ Finish “Unlicensed Agent Checklist”

- Get started on the “Licensed Agent Checklist”