We recommend you keep your own list of tasks/progress, as progress on this page will refresh.
Task | Notes | Completed |
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Study Course Completed |
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Passed State Licensing Exam |
After passing the exam you usually recieve info with your exam results regarding when you can
apply for the license. |
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Applied for State License |
License approval can take 7-10 business days to be approved. |
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Agent Resources Document is Shared |
New agent bootcamp Completion, Script Review etc. |
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Void Check & Direct Deposit Form
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This step should happen while waiting on license to be approved |
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State License Approved |
Get E&O Coverage; must have this to start contracting. |
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NIPR Licensing |
After recieving license approval agents need to ensure that the state's data has synced to NIPR.
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All of these steps below will be emailed to you.
Task | Notes | Completed |
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HCMS Account Set-up |
An invite is sent to you to create a account. |
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SureLC/Surancebay Profile Completed & AML Training |
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NLC Onboarding Completed & Contracting Request Submitted |
NLC Onboarding Completed & Contracting Request Submitted for the following insurance carriers:
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Contracting Completed & Agent Writing Numbers Issued |
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