STEP
1
GET CONTRACTED
Get appointed with our core carriers to begin writing business.
Obtain Errors and Omissions (E&O) Insurance
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​This insurance helps to protect against claims arising from the sale and servicing of insurance products. E&O insurance is required to contract with most of our carriers.
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​Equis Financial has a special group pricing arranged with 360 Coverage Pros. They will set up monthly installments for this coverage.
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Save a PDF copy of your coverage certification.
Complete Required Anti-Money Laundering (AML) Certification
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Complete the REQUIRED AML certification course (Free). You must have the RegEd AML only, no other AML will be accepted.
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Select the "Opt-out of CE credits" option, this AML course cannot be applied towards CE credits. Upon completing the course take a screenshot, save it, and convert it as a PDF for the upcoming steps.
Complete Your Background Questions
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Insurance carriers require a completed background profile before processing your contracting application.
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Upload all of the PDF required documents from the previous step into your background profile.
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Make sure to provide a detailed explanation of any "YES" answers.
Complete Your Carrier Contracts
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Once your background profile is complete, reach out to Equis Financial's Contracting Department at processing@equisfinancial.com, to complete your applications for each carrier.
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You must receive at least 1 carrier writing number before you can begin writing applications (including e-apps).
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Keep each carrier number and login information for your records.
Optional: Apply for Non-Resident Licenses
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Once you've signed off on carrier contracts, it's time to add any additional state licenses recommended by your manager.
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Utilize Sircon to apply for non-resident licenses.
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Once approved, email each state license to agentadmin@equisfinancial.com so they can update your profile.
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Please note that adding additional state licenses will not hold up your ability to start helping families! You can begin writing in your resident state first before your non-resident states get approved.