Step 1: Get Licensed
Complete Pre-Licensing Course
Infinite Insurance Group has partnered with Xcel Solutions to help you meet your Pre-Licensing Education Requirements. Click the link below and sign up today for your FREE Pre-Licensing Course Voucher ($199 Value)
Complete Licensing Exam
Now that your Pre-Licensing course is out of the way. Click on "Schedule Exam" to get started on the next steps on getting licensed with your state's Department of Insurance.
Fingerprinting
Complete your fingerprinting process through IdentGO.
- Select "Schedule a New Appointment"
- For Agency Name select "DFS - Department of Financial Services"
**You can complete your fingerprints before you take exam. This will help speed up the process of you getting your license**
Applying for License
Click the link to apply for your insurance license through DICE.
- Create an individual account
- Apply for a new application
Step 2: Get Contracted
Apply for Errors & Omissions (E&O) Insurance
Errors and Omissions insurance, also known as E&O insurance, is a professional liability coverage. It shields you from financial losses in case you're accused of making a mistake or neglecting something crucial while providing professional services. In simple terms, it safeguards you when an error or oversight on your part negatively affects a client.
Click the link below to purchase your E&O Insurance
- VIew Napa E&O Insurance Programs
- Select "Life & Health Agent E&O - Newly Licensed < 2 Years"
- Complete "New Customer Registration"
***Please save a copy of your E&O Certificate, as it will be needed during the contracting phase.***
Contracting
Now that you are fully licensed, it's time to get you contracted! This next step we will begin getting you contracted.
Our onboarding team will be sending you a PandaDoc contracting package for you to complete and send back to begin contracting you to the Infinite team, as well as the Insurance Carriers you will be working directly with.
Step 3: Get Trained
While we wait on contracting to process. Let's use this team to get you trained and up to speed with our wide array of products & services. Our leadership team will be reaching out to get you scheduled for Day 1 of New Agent Workshop.
Here's a quick overview of what to expect in your first week in training:
Day 1: Intro to Life Insurance
In this section, you will be introduce to the world of life insurance. Understanding the basics and becoming acquainted with the various product options to enable you to serve your clients as an expert in the field.
Day 2: Talk the Talk
To walk, you must first learn to crawl. In this section, we will teach you the terminology and acquaint you with techniques designed to navigate you through your sales journey.
Day 3: Tools & Resources
The success of a broker is directly tied to the support they receive. This section will familiarize you with the Tools & Resources available to you within the Infinite team.
Day 4: Carrier Overview
Meet your Carriers! In this section, we will present you to all of the carriers that you will be partnering with to service your clients needs.
Day 5: Compensation
Final stretch!!! We've guided you through everything necessary for you to begin this new journey as an Insurance Broker. Now it's time to show you how you are paid.
Workshop Assessment
Now that you have completed all 5 sections, let's put what you have learned to the test.
Step 4: Get Started!
Onboarding
We are almost there! You are now Licensed, Contracted and Fully Trained and ready to start your new journey as an Insurance Broker!
Here's what to expect next to get you ready to sell:
- Create your Agent Portal Access for All Carriers
- A personalized Infinite Agent login form will be provided to safely store all usernames & passwords
- Create your Systems Access (E-mail, CRM, etc.)
- Order Infinite Uniforms
Helpful Links
Applying for State Licenses
Need to apply for additional state licenses? Visit the National Insurance Producer Registry or otherwise known as NIPR.
Complete Anti-Money Laundering Training
Visit the LIMRA site to meet your Anti-Money Laundering compliance training.
Accessing Pandadoc Forms
Need to gain access to your contracting or additional sent forms.