How To: Get Licensed
Pre-Licensing Steps & Best Practices
XCEL Solutions
Step 1
*Before beginning your pre-licensing course:
-
In order to register for FREE - CONTACT:
Nate - Contracting Manager
(920) 366-3224 OR
nmelchior.ffl@gmail.com
Ian - Social Media
(920) 366-6049 OR
imelchior.ffl@gmail.com
Step 2
*REGISTER FOR THE COURSE
-
Nate or Ian should have sent you an email CONTAINING:
-
Platforms to follow our agency & agents activity
-
Link & Discount code
-
Steps to follow while taking course
-
Check your state requirements
Step 3
*PASS THE COURSE
-
Plug-in to the readings & videos to pass each chapter
-
Each states requirements are different​
Step 4
*SCHEDULE your exam
-
*Before finishing the course - we RECOMMEND scheduling your exam​​​​​​
-
Where do I schedule my exam?​​
Step 5
*PASS your state exam
Did you pass your state exam?
Time for you to APPLY for your LICENSE!
-
It takes 2-3 business days for your exam score to be uploaded into the database.​​
-
You will receive your NPN:
-
National Producer Number
-
TO APPLY:
Instructions
-
Select "Social Security Number" as the identifier and fill in your information.
-
Provide your DOB
-
Select "Start"
-
Product Type: "Producer Licensing"
-
Application Type: "Initial"
-
Residency Type: "Resident"
-
Select the state you reside in
-
Insurance Producer: "Life" (This becomes an option AFTER they receive your exam results and can take 3-5 business days.)
-
Fill out the: Biographic Data, Addresses, Phone Contact Data, Web Information, Alias, Affiliations, Employment History, and Background questions.
-
Purchase License: Each state will have a different price. This can range from $15-$80.
Have you received your LICENSE?
I have received my license:
I have NOT received my license:
CHECK THE STATUS OF MY LICENSE:
Instructions
-
Scroll down towards the bottom of the page.
-
Find the box labeled "Check Your Application Status"
-
Enter in your "Order Number"
-
You should have received your Order Number via email after applying & paying the fee.​
-