Step 2
Lead Strategy Worksheet
Your manager will assist you to create an efficient and cost effective lead strategy.
Complete Worksheet
Step 3
Complete AML Training
Carriers require AML (Anti-Money-Laundering) certification to approve your appointment.
Complete Training
Step 4
Your E&O Insurance
Insurance carriers require agents to be protected with professional liability coverage.
Get Covered Here
Step 5
Insurance Carrier Contracting
Complete & submit documents to get appointed with your primary insurance companies.