The Brokerage Resource

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  • Licensing & Contracting
    • Contracting Tools
    • Find Out More (FAQs)
  • Products & Carriers
    • Carrier Selection
    • Forms & Supplies
    • Incentives & Trips
    • Insurance Products
  • Quoting & Technology
    • Life Center
    • Life Quoting Tools
    • Medicare Center
    • Resource for Rates
    • Underwriting
  • Marketing & Leads
    • Lead Center
    • Legacy Safeguard
    • Marketing Materials
    • Plan Enroll
    • Prospecting Tools
    • Website
    • Website Quoting Tool
  • Education & Tools
    • Annual Enrollment
    • Blog
    • Certification & Training
    • File Upload
    • Referral Program
    • Webinars
  • About & Contact
    • Contact
    • Our Story
    • Our Team
    • Testimonials

Licensing & Contracting

Pre-licensing & Education Icon
Pre-licensing & Education
The first step is to complete pre-licensing requirements. Most states require you to complete and file proof of your pre-licensing education in order to take Life and Health exams. Requirements vary by state and many states allow you to do classes online.
Licensing Icon
Licensing
The next step is getting licensed. You can visit the Insurance Information Institute to find your state's Department of Insurance website or do a Goole search. Once there, search for the health and life insurance exam to complete the licensing for your state.
Errors & Omissions Icon
Errors & Omissions
​​After getting licensed as an insurance agent, it's important to protect yourself and your clients by having Errors & Omissions coverage. We recommend going through NAILBA to secure your E&O coverage.
Anti-money Laundering Icon
Anti-money Laundering
​Anti-money laundering training is required by Federal law to sell insurance and financial products. You can complete free AML training through SuranceBay.
Carrier Selection Icon
Carrier Selection
The next step is to decide what products you want to sell (Life, Long-term Care, Medicare products, Critical Illness, Dental, Vision & Hearing) and which carriers you want to work with. You can visit our Carrier Selection page to view all of our carriers.
Contracting Icon
Contracting
The final step is to get contracted. Begin the contracting process by visiting our Contracting Tools page.

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919.489.3600
​919.419.0401 (fax)

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1480 Chapel Ridge Road
Suite 200
​Apex, NC 27502

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