Overview & conversation
Watch the overview, complete the assessment, and meet with onboarding staff.
Explore Odyssey
YOUR NEXT CHAPTER
A new direction.
Your route into life insurance sales, one step at a time.
From interest to readiness.
Course & state exam
Follow the education and exam steps for your state with onboarding guidance.
License & contracting
Complete fingerprints and license application requirements, then carrier contracting and activation.
Training & readiness
Learn the systems, shadow calls, and complete readiness checks before client work.
Learn before you lead.
YOUR LEARNING PATH
- 01
Get your bearings
Welcome walkthrough and a step-by-step roadmap.
- 02
Learn the craft
Academy lessons, practice, and shadowing.
- 03
Prepare to begin
Readiness checks and release to client work.
People at each checkpoint
Welcome, Orientation, Inspection, and Release calls help you understand the next step. Onboarding staff coordinate your early journey.
Before you
begin.
Who guides the first steps?
Our onboarding staff coordinate your licensing steps and follow-up. Once licensed, you move into training and production support.
How long does it take?
Your pace, exam availability, state processing, and contracting determine the timeline. Onboarding helps you plan each step.
How am I paid?
Commission-based independent contractor work. Review your written commission, advance, renewal, and chargeback terms with onboarding.
What are the costs?
Budget for applicable licensing, fingerprints, leads, and tools. The Hub currently lists 45 days of CRM access from Agent activation, then $99/month for CRM or $149/month with drips and Violet. Confirm your plan and full costs during onboarding.
Can I start part-time?
Discuss your availability during onboarding. Your schedule needs to accommodate client appointments and required training sessions.
Start with the overview.
Continue to our OFG overview, then complete the assessment and connect with onboarding staff.