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☐​ 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

☐​ 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 (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

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

☐​ Create a new, business-specific email address

- We recommend this new email address to be

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

☐​ Start New Agent Checklist

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