Reflect, Life Insurance Agency

Welcome to the team

New Agent Guide

Everything you need to go from scheduling your licensing exam to your first day on the phones. Work through it in order, and tick off each step as you finish it.

Your road map

Part 1

Onboarding

  1. 1Schedule your exam
  2. 2Get your coursework
  3. 3Pass and get fingerprinted
  4. 4Apply for your license on NIPR
  5. 5Get contracted

Part 2 · Password required

Training Locked

  1. 6Complete the Nonstop Bootcamp
  2. 7Complete the Reflect Sales Academy
  3. 8Get connected with the team
  4. 9Role play your script
  5. 10Stay plugged in

Part 1

Onboarding: get licensed and contracted

Four stages: exam, coursework, licensing and contracting. Each stage starts once the one before it is complete.

1

Stage 1 · Exam

Schedule your exam

  1. Find your resident state on this website. It lists all of the pre-licensing requirements for your state.
  2. Choose your state, go to Step 2 and click the exam proctor provider link: PSI, Prometric or Pearson VUE.
  3. Schedule your exam for Insurance Producer Life or Life, Accident and Health.
  4. You’ll get a confirmation email from the exam proctor with your exam date. Send it to your direct hiring manager to receive your study materials.

Important

Do NOT pay for coursework during the scheduling process.

Schedule your exam no more than 14 days out.

2

Stage 2 · Coursework

Get your coursework

Once your hiring manager receives your exam confirmation, our agency admin (Christina) will email you within 24 hours with your link to begin the study materials.

Study materials are covered by us

You do NOT need to pay. Double check: when you create your account, you should not be asked to pay.

Exam day

Make sure to bring 2 forms of ID on the day of your exam.

3

Stage 3 · Licensing

Congratulations on passing your exam!

  1. Tell your manager. Text your hiring manager that you passed. They’ll add you to the team channel on Discord.
  2. Schedule fingerprints. Open this link and find your state for instructions on scheduling fingerprints for your background check.
  3. Move to the next step. Once your prints are scheduled, continue to your license application.
4

Stage 3 · Licensing

Apply for your license on NIPR

  1. Go to NIPR.com and click the Licensing tab → Apply for a New License → Resident License → Go to the Online Application → Individual.
  2. On the next screen, search by your SSN.
  3. Click Start → Producer → Initial → Resident.
  4. Select your home state and fill out the rest of the application.
  5. At the end of the application, enter the registration code emailed to you after your fingerprinting appointment.
  6. The state will email you your NPN when your license is accepted.

Only one line

Select ONLY the Life and Health/Accident line in the application.

Not there yet? Don’t select any other options. It means your exam hasn’t synced with the database yet, so check back periodically until Life appears.

5

Stage 4 · Contracting

Get contracted

Only start this stage once you’ve confirmed your NPN is in.

Check your NPN here →
  1. Create an email just for your insurance business to keep things clean. We recommend Outlook or Gmail.
  2. Fill out your New Agent Profile, using the new email you just made.
  3. Let your hiring manager know the profile is done. Christina will send your welcome email.
  4. Follow every instruction in that email and submit all carrier requests in both SureLC and NLC.
  5. Let your agency admin know once you’ve completed onboarding.

While you wait for carrier welcome emails

Join the bootcamp

Go to the Bootcamp tab in Discord and enroll yourself in the New Agent Bootcamp.

Watch past trainings

Use the Recorded Trainings tab in Discord to watch past trainings and company podcasts.

Listen to live calls

Sit in on 5–10 live sales calls on Zoom or in the office.

Practice a roleplay

Schedule a 1-on-1 roleplay session with your assigned sales trainer.

You’re almost there

Next steps

Time to start your sales training, and then on to getting paid!

Let your manager know you’ve completed all onboarding tasks, and schedule your 1-on-1 mock presentation and lead strategy call.

Part 2

You’re licensed and contracted. Now what?

Five steps to get you ready for the phones. This part is for licensed, contracted agents: ask your hiring manager for the password.

Training is password protected

Enter the training password