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welcome to revival
WE'VE GOT YOUR BACK EVERY STEP OF THE WAY
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STEP 1
REVIEW LICENSING REQUIREMENTS BY STATE
STEP 2
REGISTER FOR XCEL SOLUTIONS LIFE & HEALTH INSURANCE LICENSING COURSE
STEP 3
SCHEDULE YOUR EXAM
STEP 4
After you pass your exam - Get your fingerprints done.
You can go to your local UPS store, Google "Fingerprinting Services" to find somewhere in your area or you can call your state's Department of Insurance
STEP 5
SUBMIT EXAM RECEIPT & FINGERPRINTS TO THE STATE
STEP 6
GET NATIONAL PRODUCER NUMBER & STATE LICENSE
Call your state’s Department of Insurance daily & ask them to check on your status to speed up the process.
STEP 7
Send your National Producer & State License Number to your manager.
STEP 8
LICENSING CHECK-LIST
FOLLOW THESE STEP-BY-STEP INSTRUCTIONS
GET PLUGGED IN
CONTRACTING
Purchase Errors & Omissions (E&O) Insurance
Create & complete your profile on SuranceBay using this link:
Use this overview video to help walk you through the process.
NOTE: This website will not work on your phone or iPad.
Request Appointments for all of the carriers listed.
You will know you have successfully requested a carrier when it says “BGA” or “At Carrier” under “Currently At”.
Check Surancebay every few days - If you notice any of your carrier requests say "At Producer" please contact your upline. You will need to resubmit that carrier request.
Complete Anti-Money Laundering (AML) Course
*This can be completed before or after submitting your contracting
IMPORTANT NOTES
Follow up with each carrier five business days after your contract status has changed to “At Carrier” on SuranceBay.
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Verify they have all your contracting paperwork and that there are no outstanding requirements.
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Keep an eye on your email for important messages and appointment confirmation from the carriers.
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Check your spam and promotional folders, too!
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Make sure once your carrier codes come in you keep them where you can easily access them - you will need your codes to submit applications.
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Have your upline add you to the CRM (Customer Relationship Management)
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Ask your upline for the link to contract with Prosperity & to request American Amicable be added for you.
If you have any issues accessing the CRM AFTER you have been added, please contact FFL Tech Support
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