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Pre-Licensing/Licensing Checklist




1. Review Licensing Requirements by State. SEE LINK!

2. Contact Hiring Manager for ExamFX or XCEL Solutions Voucher.

3. Register for Both Life & Health Insurance License Class: SEE LINK

4. Study, Study, Study. Complete all Chapter Quizzes. Get at least 85% on the

practice exam before scheduling your Final Exam.

5. Schedule your Exam: SEE LINK! – Notify your Manager of your Exam

date.

6. After your Pass Exam – Get Fingerprints Completed per the Requirement of your

State.

7. Submit Exam Receipt and Fingerprints to the State: SEE LINK! If you need

Assistance, call your State’s Department of Insurance.

8. Get National Producer Number & State License. Call your Department of

9. Insurance daily and ask them to check on your License Status to speed up the

process.

10. Send National Producer Number & State License Number to Your Manager.

11. Start New Agent Checklist: SEE LINK


STATE LICENCE REQUIREMENTS

REGISTER LICENSE CLASS

SCHEDULE YOUR EXAM

SUBMIT RECEIPT & FINGERPRINTS

START NEW AGENT CHECKLIST