New Agents 2021

New Agents: Get Started

All agents both brand new and seasoned, licensed and going through the licensing process are required to attend The Daily Coaching call! M-F 10am EST:

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.

Step 3
Complete AML Training

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

Step 4: While You Wait For Your License
Consult your manager for guidance. 
You Need Your License To Complete These Steps:
Step 5
Your E&O Insurance

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

Step 6
Carrier Contracting

Submit documents for appointment with insurance companies.

Step 7
Standing Lead Order

Set up your lead platform access and create your Standing Lead Order

Good To Go!
Licensed Agent Portal

All-access Training For Licensed Virtual or Face-to-Face Cardinal Agents.