LICENSING CHECKLIST

FOLLOW THESE STEP-BY-STEP in ORDER


🔶Instructions to Register for XCEL Study Class:

- Your manager will email you this. Call or email if you have any questions.


🔶​ 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 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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