License & E&O
Get your state license (if needed) and secure your Errors & Omissions insurance.
Learn More ›Agent Track
New Agent Onboarding
Your Journey Starts Here.
Welcome to INS Marketing Systems! We’re excited to have you on board. Follow these simple steps to get licensed, appointed, trained, and set up for success in the life and health industry.
Simple Steps
Expert Support
Proven Process
Built for Agents
Carrier Paperwork
Complete contracting applications and documents to get appointed with top carriers.
Start Contracting ›Training Path
Complete required training and certifications to build confidence and industry knowledge.
Go to Training Center ›Portal Access
Gain access to your agent portal with tools, resources, and ongoing support.
Access Portal ›Your Onboarding Progress
Track your progress and complete each step to get started.
✓1. License & E&O
Obtain your license and E&O insurance.
✓2. Carrier Paperwork
Submit applications and required forms.
3. Training Path
Complete training and certifications.
4. Portal Access
Set up your account and portal access.
5. Go Live!
You’re ready to start serving clients.
40%Complete
Onboarding Checklist
✓License or state approval (if needed)
✓E&O Insurance secured
✓Carrier applications submitted
Complete required training
Portal account created
Start selling with confidence
View Full Checklist ›First 30 Days
Follow this 30-day roadmap to hit the ground running.
Days 1–5Complete licensing & E&O steps
Days 6–15Submit carrier paperwork
Days 16–25Finish training & certifications
Days 26–30Access portal & prepare to sell
What You’ll Receive
Tools, support, and resources to help you succeed.
Personal onboarding specialist
Access to top-rated carriers
Marketing & sales materials
Compliance & contracting support
Live webinars & training
Agent portal with tools
Ongoing support year-round
A partner invested in your success
Ready to Launch Your Success?
Let’s get you onboarded and set up for a strong start with INS Marketing Systems.