Getting Started

If you stick to the schedule, you can be up and running with us in a few days.

Before you get started, you need a Life & Health insurance license. Click the green button if you don’t have one:


Once you’re licensed, the rest of the process only takes a few days:

☐ Submit Agent Profile >>>

  • Let us know who invited you to the team so we know where to place you
  • New agents start at the 80% comp level unless you have earned more from your documented experience.

☐ Join Discord HERE

  • Discord is our “Virtual Office”
  • All our communication is on Discord
  • Help, Training and Troubleshooting around the clock 24/7

☐ Validate NIPR Info HERE

  • When your state issues your license, they send your Information to the National Insurance Producers Registry
  • If there’s a discrepancy, you want to fix it before we start requesting products.

☐ Upload W9 and DL HERE

☐ Upload AML Certification HERE

  • Anti-Money Laundering certification is required for every carrier
  • If you’re not AML certified, you’ll see a link to American Amicable’s free course

☐ Upload E&O Coverage HERE

  • If you already have E&O, upload it
  • If you need to purchase E&O, you’ll see a link to our preferred rates

☐ Setup your HCMS Profile HERE

  • HCMS is the abbreviation for our Hierarchy and Contract Management System, which manages your relationship with Velocity
  • Your HCMS profile will keep track of your agent numbers, writing agents, and NIPR information

☐ Complete Next Level Contracting (NLC) HERE

  • Request Ethos, Americo, Corebridge, American Amicable, Transamerica and Mutual of Omaha
  • Check your contracting requests in NLC daily for any notes on your requests
    • Carrier contact info can be found: HERE
    • Keep an eye on your email box for important messages and confirmation
  • Download this Carrier Dashboard to keep track of everything
  • As you get approved with each carrier, update your HCMS profile
  • Each carrier will email you instructions to access their agent dashboard
  • Familiarize yourself with each carrier’s quoting tool and e-Application

☐ Complete Ethos Agent Academy HERE

  • Ethos allows you to write John Hancock, Legal & General America, Banner, Ameritas, TruStage, and Senior Life
  • Ethos streamlines the application process with predictive modeling to make it easy for customers to get covered on their own through your unique agent link
  • You requested Ethos when you were going through your NLC steps above


☐ Get On Our Training Schedule

☐ Product Knowledge – Learn about the main products we sell: HERE

☐ Sales Training Bootcamp: HERE

☐ Quote Tools: HERE

☐ Print These Documents for Easy Reference

☐ Marketing Strategy and Booking Appointments

  • Have a Lead Strategy Call with your team leader before buying any leads!
  • Order Leads once you have your first writing number
  • Start dialing and booking appointments
  • Use the Dial Tracker to track your dials and production

☐ Stay Active and #PROFIT!!