New Agents: Get Started
Complete AML Training
Carriers require AML (Anti-Money-Laundering) certification to approve your appointment.
Your E&O Insurance
Insurance carriers require agents to be protected with professional liability coverage.
Insurance Carrier Contracting
Complete & submit documents to get appointed with your primary insurance companies.
Get your accounts set up to access Equis' in-house lead system and approved vendors.
New Agent Training
Access all the information, guidance and resources you need to get going quickly.