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