Welcome to the Onboarding Page

---

BONUS OPPORTUNITY: If the course is completed and test is passed within 10 days you will receive a $75 bonus! (This is because the passing rate is significantly higher if completed in 10 days) 

Course takes 20-25 hours to complete

We work with XCEL testing solutions to help you prepare for you exam. 

1. Choose "Insurance Pre-licensing English/Spanish"

2. Select your state and click "CONTINUE"

3. Select LIFE & HEALTH

4. Select "GO TO CART"

5. Apply discount code: SFGVANVLECK

6. Text your manager letting them know you've signed up for the course!

Schedule your state exam the same day you sign up for the course - everyone works better with a deadline.  Choose the test date for whenever you'd like that fits into your schedule giving you enough time to study. Again the course takes 20-25 hours to complete. Reminder ***If test is passed within 10 days you will receive a $75 bonus!

Schedule your exam with the testing provider in the column on the right when you follow the link. 

You are scheduling your insurance producer exam for life and health. You can choose if you want to take the test online proctored (OP) or in person. 

Text your manager letting them know you've scheduled the exam!

This is where we share wins, announcements, updates, address any agent questions and help the team! This is our teams communication group chat!

Make a study schedule for yourself to ensure you complete the course in your desired timeframe you are wanting to!

Conference Call Schedule - copy and paste links into a place you can access them every week!

Mondays from 11:00 AM - 12:15 PM EST - Double V Team Call - 

https://us06web.zoom.us/j/8301967224?pwd=osmupPT1uEaQfdBRlam4jlaDB567Ca.1 Password: doublev

Fridays from 11:00 AM - 12:15 PM EST - Pogue Call - 

https://zoom.us/j/565890145 Password: 587320

IF YOU HAVE OTHER OBLIGATIONS AT THESE TIMES AND CANNOT ATTEND CALLS - That's okay! Let your manager know that you can't make a call and they'll help you schedule a time to listen to the recordings  when it works for your schedule so you can stay up to date! 

Check your states fingerprinting requirements - Background check can take as little as a few days or as long as a few weeks to complete. 

Call your manager letting them know you've passed the exam!

This is our virtual "Office" and all of our agents (new and experienced) spend their time while working. They can answer any questions you have or address any problems on the spot! PASSWORD: doublev

1. Go to licensing center box

2. Click "Apply for a new license"

3. Click "Resident License"

4. Click "Go to online application"

5. Click "Sign in as an individual"

6. Follow the steps and apply for your license

AML stands for anti money laundering and all of our brokers must complete an anti money laundering course before starting work with us. This course costs $12.50. Completion time 1-3 hours. When completed save AML certificate to your files as you'll need it several other times throughout the onboarding process. 

Errors & Omissions insurance protects you professionally from mistakes you make or things you miss. 

1 Million of coverage is required by most carriers and the cost for this coverage is about $38/month. 

Save your proof of E&O insurance as you'll need it later on. 

Must be licensed to complete this step and an onboarding application must be sent to you from your manager or your agency owner. This is your company application with all your info and direct deposit information for how you'd like to get paid. It takes 1-2 business days to get approved. 

1. Access Quility HQ

2. Begin Summit (Our Corporate Training)

3. Sign in to OPT!

4. Create your account in SureLC - Text Upline when complete.

5. Wait for Agency Owner to submit contracts to your account

6. Sign all contracts in SureLC

REQUEST CONTRACTS FOR FOLLOWING CARRIERS (Located in bottom left of SureLC Page)

Americo

American Amicable

Mutual of Omaha

Foresters

Legal and General

SBLI

American General (AIG)