Use the ‹ › arrows at the bottom of the deck to move through slides. For the thumbnail filmstrip, open it in Google Slides.
Everything you'll reach for in your first week, pulled out of the Playbook so you're not scrolling for it mid-call.
Getting licensed & contracted
Prelicensing CourseXCEL — code applied↗
Exam By StateBook your exam↗
NIPRLook up your license↗
E&O InsuranceNEXT — required↗
E&O WalkthroughVideo↗
SureLC / SuranceBayCarrier contracting↗
AML WalkthroughVideo↗
Schedule OrientationBook with Jesse↗
Daily systems
HCMSSystem of record↗
GatewayFFL production↗
NLCNew lead console↗
Excel Master TrackerAgency sheet↗
FEXToolkitsQuoter↗
E-App GuidesCarrier by carrier↗
Leads
Carrier portals
Americo↗
American Amicable↗
Aetna↗
Corebridge↗
Mutual of Omaha↗
Transamerica↗
Combined / Chubb↗
FFL AmericaProduct info↗