LICENSING CHECKLIST

FOLLOW THESE STEP-BY-STEP in ORDER

☐​ Ask for ExamFX Class Voucher

- Manager email: Grady@PolcynFinancial.com

☐ ​Register for Life & Health Insurance License Study Class: HERE


☐​ Review licensing requirements by state: HERE

☐​ Schedule exam date through link in ExamFX

☐​ Inform your manager of exam date 

☐​ Study for exam

- Complete all chapter quizzes. Get at least an 85% on the practice 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 state’s Department of Insurance if unclear

☐​ Get National Producer Number & State License

- Call State’s Department of Insurance daily & ask them to check on your progress to speed up the process. 

☐​ Send NPN & state license # to manager 

☐​ Start New Agent Checklist

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