New Agents: Get Started
Step 1
Congratulations!
Your Equis Financial profile is set up and your Independent Contractor Agreement is set.
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 4
Your E&O Insurance
Insurance carriers require agents to be protected with professional liability coverage.
Step 5
Carrier Contracting
Submit documents for appointment with insurance companies.