Active license
You must obtain and maintain the appropriate license in the state and for the applicable insurance line.
Agent resources
Prepare to get started
Review the basic elements commonly required during onboarding and carrier appointment processes.
E&O insurance
Errors and omissions coverage may be required for certain appointments and must remain active.
Certifications
Certain lines, including Medicare and Marketplace, require recurring training or certifications.
Documentation
Have your NPN, licenses, E&O information, tax information, and requested onboarding documents available.
Technology
Be prepared to use email, electronic signatures, a Microsoft account, security authentication, and the Agent Portal.
Professional practice
Building a book of business requires discipline, follow-up, product knowledge, and responsible service.
Official resources
Requirements depend on the state and type of insurance. Always consult the appropriate department of insurance.
An independent activity
The relationship is as an independent 1099 contractor and does not constitute employment. Referrals (leads), sales, income, or appointments with specific carriers are not guaranteed.
Have a question or are you ready to begin?
Review common questions about licensing, onboarding, appointments, and Agent Portal access, or complete the official application.