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