New Agent Onboarding Guide

 Follow this step-by-step roadmap to navigate your first few weeks, complete your licensing requirements.

Getting Licensed:

1. Sign up for Just Insurance Pre-Licensing Course

• https://getyourinsurancelicense.com/jenna-douglas
  • Be sure to use this link for the discounted price
• Click “Start My Course”
• Select your state
• Course: Life & Health

2. Schedule your exam when you’re halfway through pre-licensing

• Florida Link: https://www.pearsonvue.com/us/en/fl/insurance.html
  • Exam Name: (Series 2-15) for Health, Life, Annuities, and Variable Contracts 
• Texas Link: https://www.pearsonvue.com/us/en/tx/insurance.html 
  • Exam Name: General Lines – Life, Accident, Health and HMO

3. Schedule Fingerprints 

• https://www.identogo.com/services/live-scan-fingerprinting

4. PASS YOUR EXAM - 70% or higher

5. Apply for license through the Department of Financial Services in your State

While waiting for the application to approve:

1. Complete AML Training (15 minute course with quiz)

• https://www.webce.com/catalog/courses/aml-training/aml-training/aml-training
• Select Anti-Money Laundering for the Insurance Industry

2. Complete E&O Training (20 minute course with quiz)

• https://www.napa-benefits.org/insurance/errors-and-omissions-eando-insurance
• Select “Life and Health - Newly Licensed 

3. Create your work Gmail

• firstnamelastname.sfg@gmail.com