THE BROKERAGE RESOURCE

  • Licensing & Contracting
    • Contracting Tools
    • Find Out More (FAQs)
  • Products & Carriers
    • Carrier Selection
    • Forms & Supplies
    • Incentives & Trips
  • Quoting & Technology
    • Medicare Center
    • Quoting Tools
    • Underwriting
  • Marketing & Leads
    • Brochures
    • Consumer Presentations
    • Email & Mailers
    • Leads & Prospecting
    • Logo Design
    • Marketing Program
    • Product Fact Sheets
    • Seminars & Webinars
    • Social Media
    • Websites >
      • Consumer Website Quoting Tool
  • Tools & Training
    • Education & Training
    • Referral Program
    • Secure File Upload
    • Tips of the Trade
    • Webinars
  • About & Contact
    • Contact
    • Meet the Team
    • News
    • Our Story
    • Testimonials
    • The Resource Blog
  • Licensing & Contracting
    • Contracting Tools
    • Find Out More (FAQs)
  • Products & Carriers
    • Carrier Selection
    • Forms & Supplies
    • Incentives & Trips
  • Quoting & Technology
    • Medicare Center
    • Quoting Tools
    • Underwriting
  • Marketing & Leads
    • Brochures
    • Consumer Presentations
    • Email & Mailers
    • Leads & Prospecting
    • Logo Design
    • Marketing Program
    • Product Fact Sheets
    • Seminars & Webinars
    • Social Media
    • Websites >
      • Consumer Website Quoting Tool
  • Tools & Training
    • Education & Training
    • Referral Program
    • Secure File Upload
    • Tips of the Trade
    • Webinars
  • About & Contact
    • Contact
    • Meet the Team
    • News
    • Our Story
    • Testimonials
    • The Resource Blog

licensing & contracting

Contracting Tools

Getting started

  1. 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.
  2. The next step is getting licensed. You can visit our Contracting Tools page to find your DOI website. Once there search for the health and life insurance exam to complete your licensing.
  3. ​​It's important to protect yourself and your clients by having Errors & Omissions coverage.
  4. ​Anti-money laundering training is required by Federal law. You can complete free training through SuranceBay.
  5. The third 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.
  6. ​The final step is to get contracted. Begin the contracting process by visiting our Contracting Tools page.

Connect

800.928.4998
919.489.3600
​919.419.0401 (fax)

info@tbrins.com

​
1480 Chapel Ridge Road
Suite 200
​Apex, NC 27502

Products

​Ancillary
​Critical Illness
Dental, Vision & Hearing
Hybrid Life & LTC
Life & Annuities
​
Long-term Care
​Medicare

Resources

Contact Us
Contracting
Directions
​FAQs
​Privacy Polic
y
​Terms of Service
Medicare Advantage & Prescription Drug Plans:
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.
The Brokerage Resource, LLC. © 2023