Onboarding Process
Licensed Onboarding Checklist
- Interview with Agency
- Sign Compass Agent Agreement
- Obtain E & O Insurance
- Complete Compass Health Carrier Appointments:
- Florida Blue
- National General
- Pram RX
- ANICO
- National Life Group
- Begin Compass Health Agent Training Program
Non-Licensed Onboarding Checklist
- Interview with Agency
- Determine Eligibility
- Sign Compass Health Agent Agreement
- Register and Complete Florida School of Insurance 2-15 (Health & Life) Online 60 Hour Course
- Complete Fingerprinting
- Apply to the Florida Department of Finance
- Pass the Life, Health & Annuities Exam (2-15 license)
- Register for National Producer Number
- Obtain E & O Insurance
- Complete CH Carrier Appointments:
- Florida Blue
- National General
- Pram RX
- ANICO
- National Life Group
- Begin Compass Health Agent Training Program
Compass Health