The 4 Phase Process for Success
Step-by-Step Guide to Launching Your Insurance Agency
Phase 1: Pre-Licensing & Business Setup
1. Enroll in Pre-Licensing Course
- Note: North Carolina agents must also complete a separate Medicare exam after the health license exam
2. Establish Legal & Financial Infrastructure
3. Set Up Agency Communications
Phase 2: Licensing & Certification
4. Schedule and Pass State Exam
5. Apply for State License
6. Obtain Errors & Omissions (E&O) Insurance
Phase 3: Contracting & Platform Integration
7. Complete RxIG Agent Onboarding
8. Begin Contracting with Insurance Carriers
9. Complete Required Certifications
Phase 4: Tools, Training & Growth
10. CRM Technology Integration
11. Participate in Ongoing Training