New Agents

New Agents: Get Started

Step 1
Register with Equis

Get registered now!  Enter your info to create your back-office account with Equis Financial.

Step 2
Get Licensed

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.

Step 3
Complete AML Training

Carriers require AML (Anti-Money-Laundering) certification to approve your appointment.

Step 4
Your E&O Insurance

Insurance carriers require agents to be protected with professional liability coverage.

Step 5
Carrier Contracting

Complete & submit documents to get appointed with your primary insurance companies.

Step 6
Lead Systems

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.