New Agents: Get Started
All agents, both brand new and seasoned, licensed and in the licensing process, are required to attend The Daily Coaching call! M-F 10am EST:
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.
You Need Your License To Complete These Steps:
Step 5
Your E&O Insurance
Insurance carriers require agents to be protected with professional liability coverage.
Step 6
Carrier Contracting
Submit documents for appointment with insurance companies.
Step 7
Standing Lead Order
Set up your lead platform access and create your Standing Lead Order
Good To Go!
Licensed Agent Portal
All-access Training For Licensed Virtual or Face-to-Face Cardinal Agents.