Welcome to the Team
I'm pumped to have you here. This is where your journey to becoming a licensed life insurance agent begins. You're about to step into a business that changes lives — including your own.
This is not a job. You're building your own business. That means you'll get out what you put in. Let's walk through exactly how to get licensed and on track to make money.
Step 1: Enroll in XCEL Solutions
Your first action is to sign up for your pre-licensing course through XCEL Solutions. This is where you'll complete the required education before taking your state exam.
Important Instructions:
- Select your resident/testing state
- Choose Life or Life and Health (confirm with your hiring manager)
- Find the correct pre-licensing course, add to cart, and checkout
- Select "No" when asked if you have an XCEL account; create your account and sign up
- If the username is taken, use a different email you control
- Complete the remaining steps; your billing address can match your own
- It can take up to 15 minutes for your course to appear under Enrollments
- When asked for manager's name, enter your hiring manager's name
- If an email is required and your manager's email isn't accepted, use: Calene.rogers@gmail.com
- Access the course via the signup email link
- If you have login issues, clear cache/cookies or use an incognito window
- If still stuck, call XCEL Support: (866) 559-9235
Step 2: Confirm Your Course Access
Once enrolled, save your login credentials and make sure you can access your course dashboard. Your course access lasts 30 days. If it expires, you are responsible for renewal.
Watch the XCEL how-to tutorial inside your dashboard to understand how to navigate the course materials.
Step 3: Stay Urgent and Finish Fast
Most successful agents finish pre-licensing in 7–14 days. The faster you finish, the faster you can train, dial leads, and start earning commissions.
Set a test date within 7–10 days of starting your course. Having a deadline creates urgency and keeps you moving forward. Send your test confirmation to your upline as soon as you schedule it.
When you pass your exam, text your upline immediately. This triggers the next phase of your onboarding.