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.

Start Contracting

Watch Rob Jones & Mike Coe Set Appointments