<aside> <img src="/icons/checkmark_gray.svg" alt="/icons/checkmark_gray.svg" width="40px" /> PREREQUISITES Lets make sure you have already completed these steps after you pass your exam:
[ ] Created a new work gmail for insurance purposes only
[ ] Completed background check if your state requires that
[ ] Applied for your resident state license
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If you have not yet applied for your State License or background check please do so with this link:
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It is important to complete these steps right away because the state processing time could take 5-7 business days ⏰
While you wait for licensing, hop in our LIVE dial room on Discord
<aside> <img src="/icons/video-camera_gray.svg" alt="/icons/video-camera_gray.svg" width="40px" /> OUR VIRTUAL OFFICE
🔗 Discord Link: https://discord.gg/pYwBJa5q4S
<aside> <img src="/icons/mail_lightgray.svg" alt="/icons/mail_lightgray.svg" width="40px" /> Periodically check your insurance email for your license approval.
You can also check if your National Producer Number (NPN) is generated early through this link 🔗
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<aside> <img src="/icons/bell_red.svg" alt="/icons/bell_red.svg" width="40px" /> Once you receive your NPN inform your manager and Cici 🎉
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<aside> <img src="/icons/confetti-party-popper_gray.svg" alt="/icons/confetti-party-popper_gray.svg" width="40px" /> NPN + STATE LICENSE
You’re officially licensed!
Now it’s time to prep for the contracting process ⏰
Using your new insurance email, please send the following to your manager and Contracting Director
Email: [email protected] & [email protected]
Things you will need prior to the contracting call sent via email:
📺 Watch this video if you need help setting up your E&O:
https://www.loom.com/share/0f7e4f424677457b920be2fbb832d293
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<aside> <img src="/icons/invitation_gray.svg" alt="/icons/invitation_gray.svg" width="40px" /> Admin will contact you to begin the Contracting Process
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DO NOT INITIATE CONTRACTING IF YOU CANNOT COMPLETE INSTRUCTIONS IN 48 HOURS ⏰
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Join Discord for Agency Communication
CLICK HERE TO REGISTER TO DISCORD
📢 Once you join Discord:
🖼️ Upload a profile picture and update your full name so we can easily identify you.
👋🏽 Introduce yourself in the chat—let the team know where you're from and what excites you about this industry.
🔔 Keep notifications ON so you don’t miss important updates and our next team call.
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<aside> <img src="/icons/drafts_gray.svg" alt="/icons/drafts_gray.svg" width="40px" />
You will receive a step by step guide from Cierra that walks you through the ENTIRE contracting process 📑
READ VERY CAREFULLY — ALL instructions are in there ‼️
Upload and complete everything in 48 hours or less to help expedite receiving your writing numbers with each insurance carrier
<aside> <img src="/icons/video-camera_gray.svg" alt="/icons/video-camera_gray.svg" width="40px" /> OUR VIRTUAL OFFICE
Paradigm Financial Discord 👾
Discord Invitation: https://discord.gg/pYwBJa5q4S
While you are going through contracting and trainings, get on discord to shadow live calls with clients📞
We want cameras on - introduce yourself in the chat
[ ] Completed all requirements within 48 hours⏱️
[ ] Start saving your carrier login information to this Google Sheet
https://docs.google.com/spreadsheets/d/13QRYYGZZNLhSyTu9oOarQJlZRROL46zwm9UzG8m-0I8/edit?usp=sharing
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🎯 Goal: build independence by using all resources—especially Notion—as your first stop for answers, so you become resourceful and self-sufficient before seeking manager support.
⬇️ Complete your WHY Worksheet and EMAIL to your direct manager and Admin @ [email protected] before Onboarding Call 1
https://docs.google.com/document/d/1Rxe5Prs9CQg0D_w4T8eIR9ulOVsuAvRH8uwt2kxOrr4/edit?usp=sharing
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https://www.loom.com/share/e88b0ccca1a04ca487d611f7366b6740
Goal: understand the basics 🎯