New Agents LC DRAFT

New Agents: Get Started

Step 1
Register with Equis

Get registered now!  Enter your info to create your back-office account with Equis Financial.

Step 2
Get Licensed

Enroll and start your prelicensing training. If you already have your license, skip to the next step.

Step 3
Complete AML Training

Carriers require AML (Anti-Money-Laundering) certification to approve your appointment.

Step 4
Your E&O Insurance

Insurance carriers require agents to be protected with professional liability coverage.

Step 5
Insurance Carrier Contracting

Submit documents to get appointed with your primary insurance companies.

Step 6
Licensed Agent Portal

All-access Training For Licensed Virtual or Face-to-Face Cardinal Agents.