Get your US insurance producer license and your first carrier appointment
Pre-licensing education completed, state exam passed, fingerprints and background check cleared, resident producer license issued, Errors & Omissions insurance bound, and at least one carrier appointment active on the state producer database.
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Included with every copy
- Your own copy — keep it forever
- Gets better over time — free updates included
- Run it on web and mobile
- Invite a partner to go through it with you — you share the same progress
- 4 knowledge checks to test what you've learned
- The playbook's community — ask questions, get additions, and see how other buyers improve it, right on the step
Who it's for
Career switchers looking for a licensed remote-capable insurance role, recent recruits who have been approached by an IMO or agency but have not started the licensing process, and independent professionals who want to add a producer license to an existing practice. This is not for adjusters, brokers who already hold a license, or seasoned producers adding a new line.
About this playbook
Get your US insurance producer license and your first carrier appointment — from zero to active and appointed. This is the complete pipeline: choose your lines of authority, complete your state-approved pre-licensing education, pass the state exam, clear fingerprints and background, submit the license application, bind Errors & Omissions insurance, and secure at least one carrier appointment through a captive agency, an IMO, or an independent broker. It covers what happens before the exam (the half most exam-prep vendors cover) and what happens after (the half that actually makes the license useful), including the distribution-model decision that determines how you earn. It does not cover continuing education, selling technique, or adjuster licensing. Every step is ordered so nothing depends on a later step, and wait periods are spelled out in advance so you never hit an unexpected delay.
What you'll do, step by step
Free preview — these steps are open to read in full before you buy.
Phase 1: Choose your lines of authority and complete pre-licensing education
0/5Select the lines that match your target role, research your state’s hour requirements, buy an approved course, work through the material, and collect your certificate of completion. This phase takes the longest because you must absorb the state-mandated curriculum before you are allowed to sit the exam.
- 30 min
- 20 min
- 30 min
- 0/418 hours
Phase 2: Register for and pass the state licensing exam
3 stepsPhase 3: Complete fingerprinting and background check
3 stepsPhase 4: Submit the license application
3 stepsPhase 5: Bind Errors & Omissions insurance
3 stepsPhase 6: Secure your first carrier appointment
5 stepsDetails
What you need first
You are at least 18 years old (or the minimum age in your state). You have a Social Security Number or ITIN. You have a high school diploma or equivalent and can pass a criminal background check. You have a computer with internet access and a valid email address. You are a US resident or an eligible non-resident.
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About the creator
Playbooks about CVs, interviews and career moves, written to be ticked off: what to prepare, what to do, in what order.
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