Welcome to Pre-Licensing & Team Integration
Getting licensed is the first step toward building a rewarding career.
This guide will walk you through the process with clear steps, helpful tools, and key insights to help you focus on what matters most.
Use the Progress Bar at The Bottom of the Page to track your Progress!
Set Up Your NASB Email
Before you do anything else, you’ll need to create a NEW GMAIL ACCOUNT using the format below to serve as your official NASB email. It needs to be separate from your personal account. This should be done before signing up for your pre-licensing course or submitting your application to NIPR.
We use a format like firstinitiallastname.nasb@gmail.com and recommend you do the same.
For example: John Doe → jdoe.nasb@gmail.com
If that’s already taken, simply add a “1” after “nasb”: jdoe.nasb1@gmail.com
If you go by your middle name, use your middle initial instead of your first.
It’s totally fine to go by your middle name — it’s no less professional. Just be sure that on your NIPR application, when it asks for your middle name, you spell it out fully. This ensures your license and business cards will match and reflect how you prefer to be addressed.
Important: Please use the official Gmail app — do not use your phone’s default Mail app, as it may filter or block critical emails from insurance carriers.
Gmail for iOS
Note: When setting up your Gmail account, choose “Personal Use” when prompted.
Now That Your Email Is Set Up… Let’s Get Licensed
You’re officially in motion — and now it's time to start knocking out the steps that get you licensed and ready to launch.
Before we dive into position-specific training, you need to become a licensed insurance professional. That’s what this section is all about.
There are just four key steps to getting your license:
- Complete your pre-licensing course
- Submit your application through NIPR
- Get your fingerprints taken
- Pass your state licensing exam
Some of these steps — like your course — can be done at your own pace.
Others — like fingerprints and NIPR — should be started immediately, since they can take time to process.
💡 Pro Tip: Start everything at the same time. That way, your background check is moving while you’re studying, so you’re not stuck waiting when you’re ready to test.
One Last Thing Before You Start Licensing
We want you to know — you’re not doing this alone. Your team is behind you every step of the way! You’ll be plugged into group chats where your teammates can cheer you on, motivate you through the hard parts, and celebrate your wins.
Getting licensed can feel overwhelming — but with the right support system, it's just another milestone on your way to success.
Upload Your Business Photo
Upload a clean, confident photo that we’ll use to introduce you to the team, celebrate your milestones, and shout you out when you’re winning. Don’t have a professional studio headshot? No problem — just grab a friend or family member and snap a sharp photo you’d be proud to see on a business card.
Join the Team Chat
Download WhatsApp Messenger so we can plug you into the group chats. You’ll see your teammates winning, get support during licensing, and stay motivated by the people doing what you’re about to do.
Complete Your Pre-Licensing Course with XCEL
To complete your pre-licensing course, we recommend using XCEL Solutions — one of the top online providers in the industry. The course is normally priced at $199, but with our exclusive partner code, you’ll only pay $39.95, depending on your state.
Click the button below to copy the partner code.
Now that you've copied the code, just click the button below to visit XCEL and paste it in the partner code box, then select:
National Insurance Producer Registry (NIPR)
NIPR is the official website where you apply for your insurance license. You’ll use it to submit your application, check your license status, and keep your contact info up to date.
Many states allow you to start this process before finishing your course, so we recommend completing your application early. That way, it can be processing while you work on the rest of your licensing steps.
Note: Each state has a different fee for licensing, which you’ll pay during the NIPR application process.
Once you click the link below, you’ll be taken directly to the online license application. Here’s what to do:
- Select "Individual"
- Choose the option to search by Social Security Number (since this is your first application)
- Enter your Date of Birth
- On the next screen, click "Start"
- When prompted, select "Producer" as your license type
This is the license you’ll need to legally sell insurance and get contracted with carriers.
Fingerprinting Requirements
As part of the insurance licensing process, many states require fingerprinting for a background check. This step verifies your identity and ensures compliance with state regulations. Complete this process early, as some states require fingerprints before or immediately after submitting your application.
Schedule Your State Exam
You dominated the pre-licensing course. Fingerprints? Handled. NIPR? Crushed it.
Now there’s one final boss between you and your license: The State Exam.
This is your shot — the last step before the real mission begins.
Pick your state. Schedule the exam.
Then go prove why you’re built for this.
Families are waiting. The impact is real.
And the money? The money shows up when you do — licensed, locked in, and ready to work.
Finished All the Steps?
You’ve done the hard part — now let’s make it official. If you’ve passed your exam, now we’re going to access your license and get you contracted. Don’t wait — click below so we can fast-track your next steps and get you ready to launch.
🎉 Now I'm Licensed 🎉