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

The Florida Agency for
Elite Producers

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