Equis Now
Equis Now
  • Home
    • New Agents
    • Weekly Calendar
    • Quote Calculators
    • Carrier E-App
  • Opportunity
  • Incentives
  • Apply Today
    • Home
    • Agents
      • New Agents
      • Weekly Calendar
      • Quote Calculators
      • Carrier E-App
    • Opportunity
    • Incentives
    • Apply Today
  • Home
  • Opportunity
  • Incentives
  • Apply Today

New Agents get started

Step 1

Step 1

Step 1

image28

Initial Registration

Register Now

Step 2

Step 1

Step 1

image29

Get Licensed (Skip if your licensed)

Start Licensing

Once You Are Licensed

Once  you are licensed, download the guide below FIRST, then continue with the steps in the Licensed Agents Section below.

New Licensed Agents Procedures (pdf)Download

Licensed Agents Continue

Step 3

Step 3

Step 3

image30

Anti-Money Laundering Training (AML) - Follow Instructions Closely!

Complete Training

Step 4

Step 3

Step 3

image31

Apply for E&O Coverage to protect you when you are conducting business as a professional agent!

Get E&O Here

Step 5

Step 5

Step 5

image32

Initial Sales Training - NOTE: Pass each quiz with 100% before moving to the next section.  Send a screen shot of the score to your manager.

Begin Here

Step 6

Step 5

Step 5

image33

Virtual Sales Training - Once you pass the   basic training with all 100%, then ask your manager for the password to enter the virtual training.

Get Ready!

Important Doc's

Virtual Phone Script (pdf)Download
Lead Program & Pricing (pdf)Download

Powered by Equis Financial

American Insurance Broker's, LLC

574-936-4152

Copyright © 2019 Equis Now - All Rights Reserved.