Process
From applicationto your first client.
Here is the whole path. Some steps depend on you, like the license, and some on us, like getting back to you on time.
Step by step
Six stages.One path.
- 01
A few minutes
You apply
Fill out the form with your details, your license situation and the times that work for a conversation.
- 02
By email or WhatsApp
We confirm the appointment
We reach out to set the day and time of the interview and send you the video call link.
- 03
Video call
Two-way fit interview
We talk about what you are looking for, how pay works and what we value. Bring your questions: the interview goes both ways.
- 04
In writing
We decide together
You get a clear answer. If it's a yes from both sides, you receive the agreements and terms in writing to review at your own pace.
- 05
Depends on your state
License and appointments
If you don't have a license, you follow your state's path with our support. If you do, we get you appointed with the carriers you'll work with.
- 06
With a mentor
Training and first cases
You learn the method and the tools, and you serve your first clients with someone on the team reviewing each case with you.
For the interview
What to be clear onbefore we talk.
- How many hours a week you can really put in
- If you are licensed, in which state and since when
- How long you can support yourself while commissions start coming in
- What draws you to this work and what worries you
- Every question you want to ask us
Aboutcosts.
Applying and the interview are free. Getting licensed does cost money (course, exam, fingerprints), and so does the errors and omissions coverage carriers require; agents usually pay for these. In the interview we tell you what they come to in your state, and you'll see any other cost in writing before you sign.
