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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