Onboarding

Onboarding Steps

Here is the path every new agent follows to get set up and active. Your trainer and onboarding contact guide you through each step. Full details and documents are available after you log in.

1. Sign your agreement. Complete and sign your onboarding agreement to formally join the organization.
2. Enroll in your pre-licensing course. Sign up for the coursework required for your state and get your study materials.
3. Schedule your state exam. Review the requirements for your state and book your exam date.
4. Take and pass your state exam.
5. Complete your background check. Where required, complete the background check step for your state.
6. Submit your application. File your application through your state's system.
7. Complete your training. Attend the available virtual and in-person training on the tools and systems you'll use.
8. Final approval. Your onboarding is reviewed and approved.
9. Set up and go active. Complete your final setup and gain access to the agent tools and systems.

Agent Login