Need help, please new Agent

[Prime Jacko]

So I got have Life and P&C licnese under my personal name.
I also just got approved in California for a Business Entity License and get my company set up with the Secratry of State.


So here is the questions, how to I get my personal license under Jacko Smith to America's Best Insurance Agency 123?? Or what needs to be done? I paid the $188 to Sircon.

What other back office stuff do I need to do? I assume get a business checking account and debt card. But let's deal primarily with getting the licenses set up and next step appointed to some carriers.

Thank you all for your help and God bless.

 

[Todd King]

So I got have Life and P&C licnese under my personal name.
I also just got approved in California for a Business Entity License and get my company set up with the Secratry of State.


So here is the questions, how to I get my personal license under Jacko Smith to America's Best Insurance Agency 123?? Or what needs to be done? I paid the $188 to Sircon.

What other back office stuff do I need to do? I assume get a business checking account and debt card. But let's deal primarily with getting the licenses set up and next step appointed to some carriers.

Thank you all for your help and God bless.

You don't replace your personal insurance license, you just get the business the insurance license. Since you are the principle of the business you would need a personal license anyway.

E&O for the business.

Yes, checking account, a good IMO/FMO. How about a business phone? You really don't need that much starting out.

 

[Prime Jacko]

You don't replace your personal insurance license, you just get the business the insurance license. Since you are the principle of the business you would need a personal license anyway.

E&O for the business.

Yes, checking account, a good IMO/FMO. How about a business phone? You really don't need that much starting out.

To be clear, the business insurance you are talking about is the E&O?

 

[Prime Jacko]

It does appear I need to get a business entity endorsement per chatgpt
so $32 bucks, not a big deal LIC 411-8A