☐ Reach out to your Manager for an enrollment code to XCEL
– “Add To Cart” – Life & Health Insurance License Study Package for your State
☐ 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 (if applicable)
– Review requirements by state: HERE
☐ Submit application for your Life & Health Insurance License: HERE
– Call your resident State’s Department of Insurance if unclear
☐ Get National Producer Number (NPN) & State License: HERE
☐ Create a new, business-specific email address
– We recommend this new email address to be [email protected]
☐ Send your First and Last Name (as it appears on your Insurance License), NPN, your new business Email Address to your manager
“The way to get started is to quit
talking and begin doing.”
— Walt Disney
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