New Agents

New Agents Get Started

Step 1 - Register with Equis

Get registered with Equis!  Fill out your information so that we can create your back-office account with Equis.

Step 2 - Get Licensed

Follow these steps to enroll and start your pre-licensing training.  If you are already licensed, skip to the next step.

Step 3 - Complete AML Training

Insurance carriers require AML (Anti-Money-Laundering) training certification in order to approve your appointment.

Step 4 - Your E&O Insurance

As an insurance professional, you will need agent's errors & omissions insurance in place prior to contracting.

Step 5 - Insurance Carrier Contracting
Final Expense Carrier Contracting

Living Benefits & Mortgage Protection

Step 6 - New Agent Training
Final Expense Training

Mortgage Protection Training

Living Benefits Training