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GETTING STARTED GUIDE

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1. GET YOUR STATE LICENSE

When acquiring your state license, you need to complete these 4 steps:

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1. Complete the 32-hour prelicensing course

Xcel Solutions Course Here

Select the LIFE ONLY option

Discount Code:  Request Code

ILLINOIS CODE: Request Code

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2. Take the state examination at one of the sites below:

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PSI Online - One stop Solution for Test Takers (psiexams.com)

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https://home.pearsonvue.com/Test-takers.aspx

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Prometric

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3. Get fingerprinted

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4. Apply for the state license application on nipr.com

2. NEW EMAIL

Make sure to create a new email on gmail prior to contracting. This way all of your business emails go to one spot. For example: bobinsurance@gmail.com

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3. NEED FOR CONTRACTING

Once you have your license. Please text back info to your manager in this order and format IN ONE COMPLETE TEXT MESSAGE. This way your manager can copy and paste the one text fast and efficiently to the contracting department. This is to get your producer numbers with different insurance carriers so you can get paid commission.

 

First, Last Name:

Email:

State:

Phone:

(NPN) National Producer Number:

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Signing Contract

4.CONTRACTING STEPS

Follow these contracting steps. Please read them carefully. Most of the questions you may have will be answered in these steps. Please take your time and follow them.

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5. NAVIGATE THE WEBSITE

Everything you need to build the best business ever is on this website. Navigate through it. Get familiar with it. Know where the tools and resources are to help you win.

On the Phone

6. LEAD STRATEGY CALL

Once you have received your agent codes from the carriers, creating your back-office logins then you are ready to hit the field. Prior to your first dial day -- contact your direct upline/manager and schedule a time to go over a lead plan to help prepare you to win.

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