New Agent Licensing & Training Steps

Step 1: Agent Licensing

We’ll take you through the process for obtaining your state insurance license:

  • Pre-Licensing Training
  • State Insurance Exam
  • Applying for License 

Step 2: Agent Training

Once you apply for your license, there will be processing time at the state Department of Insurance.

During this time, you can start Step 2: Agent Training

Step 3: Carrier Appiontments

Once you have a copy of your resident state insurance license and your E&O Certificate, you will be able to complete contracts for appointment with each insurance carrier and start selling!

New Agent Licensing & Training Steps:

Step 1:

Get Licensed

Step 2:

Agent Training

Step 3:

Get Appointed to Sell

Step 1:

Get Licensed

These steps take you through the process for obtaining your state insurance license. 

Once you apply for your license, there will be processing time at the state Department of Insurance. During this time, you can start Step 2: Agent Training

Take Exam

Insurance License Exam

Once you’ve completed the pre-licensing training course, you will need to sign up to take your state’s insurance license exam.
 

Apply For Your License

Apply For Your State License

Once you have passed your state’s insurance license exam, you will follow the guidelines for your resident state’s Department of Insurance (DOI) to get licensed.

Click here for a list of links to state DOI websites.

Obtain E&O Coverage

E&O Coverage

Once you have an active insurance license, you will need to obtain Errors and Ommissions Insurance (E&O).  Most insurance carriers will require you to carry E&O coverage in order to get appointed to sell their products.  

Click here for a link to apply for E&O Insurance.

Step 2:

Agent Training

Training

Access Advanced Agent Training

Peek Performance (PPI) has advanced agent training available for you.

Step 3:

Get Appointed to Sell

Get Appointed

Complete Carrier Contracts

At this point you should have a copy of your resident state insurance license and your E&O Certificate.  You will need both of these items, as well as a copy of a voided check (for direct deposit of commissions), in order to complete your carrier contracts.

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