New Agents: Get Started
Register with Equis
Get registered now! Enter your info to create your back-office account with Equis Financial.
Enroll and start your prelicensing training. If you already have your license, skip to the next step.
Always confirm with your upline manager before completing your next step.
Complete AML Training
Carriers require AML (Anti-Money-Laundering) certification to approve your appointment.
Your E&O Insurance
Insurance carriers require agents to be protected with professional liability coverage.
Complete & submit documents to get appointed with your primary insurance companies.
Get your accounts set up to access Equis' in-house lead system and approved vendors.
Step 7 - New Agent Training
All the information and resources you need to get going quickly.