Register With Equis
Get registered now! Enter your info to create your back-office account with Equis Financial.
Enroll and start your prelicensing training. If you already have your license, skip to the next step.
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.
New Agent Training
All the information and resources you need to get going quickly.