Resource Page

NEW AGENTS GET STARTED

Step 1

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.

Start Licensing

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

Carrier Contracting

Complete & submit documents to getappointed with your primary insurance companies.

Start Contracting

Always confirm with your upline manager before completing your next steps.

Step 6

Lead Systems

Get your accounts set up to access Equis' in-house lead system and approved vendors.

Complete Training

JOIN US TODAY

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