Virtual Sales Start-Up

Step 1

This insurance helps to protect against claims arising from the sale and servicing of insurance products. E&O insurance is required to contract with most of our carriers.
Equis Financial has a special group pricing arranged with 360 Coverage Pros. They will set up monthly installments for this coverage.
Save a PDF copy of your coverage certification.

Complete the REQUIRED AML certification course (Free). You must have the RegEd AML only, no other AML will be accepted.
Select the "Opt-out of CE credits" option, this AML course cannot be applied towards CE credits. Upon completing the course take a screenshot, save it, and convert it as a PDF for the upcoming steps.

Gather and convert the following documents as individual PDFs:

- Copy of driver's license
- Copy of state insurance license(s)
- Voided Check (# must be over 100 or Bank Deposit Letter)
- E&O Insurance Certificate
- AML Certificate

Insurance carriers require a completed background profile before processing your contracting application.
Upload all of the PDF required documents from the previous step into your background profile.
Make sure to provide a detailed explanation of any "YES" answers.

Once you've signed off on carrier contracts, it's time to add any additional state licenses recommended by your manager.
Utilize Sircon to apply for non-resident licenses.
Once approved, email each state license to agentadmin@equisfinancial.com so they can update your profile.
Please note that adding additional state licenses will not hold up your ability to start helping families! You can begin writing in your resident state first before your non-resident states get approved.