Not licensed yet

Get licensed. Then go help families.

Relae walks you from no license to your first family, one step at a time. The course, the exam, the training, the scripts and the CRM are all here from day one, and none of it waits for your license.

Start the licensing track See what you get

Your New Agent Path

Pre-licensing course
Practice test
State exam
Fingerprints
License application
License and NPN
Non-resident states
E&O coverage
Contracting
Your carriers

01 · What you get

Everything from day one. Leads once you are licensed.

Your road from no license to your first dial, one step at a time. Every screen below works. Tap it.

Step 1 of 7

Your pre-licensing course

Part of the New Agent Path. Finish the hours your state sets, then hand in your certificate right here. Your agency checks it, and the next step opens.

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Pre-licensing course

The hours your state setsFinished

Step 3 of 7

Exam day, mapped out

Your state’s actual checklist: scheduling with PSI or Pearson VUE, fingerprints with IdentoGO and a video on filing your application on NIPR. One step opens at a time, so there is always one clear thing to do today.

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Schedule your state examPSI or Pearson VUE
Get fingerprintedIdentoGO
File your license applicationOn NIPR, with a video walkthrough
License and NPNYour agency confirms it

One step open at a time. Tap Done.

Step 4 of 7

Script practice, out loud

Record yourself against the real scripts the floor uses and hear it back. On a team, your manager leaves a note on your take.

Also open from day one: the training road, module by module, and the Library of scripts and carrier guides.

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Script · The opener

“Hi, this is Jordan. I am calling about the coverage information you asked for. Do you have a quick minute?”

Step 5 of 7

Objection drills

The prospect’s line, four rebuttals, one right answer. Pick, and the real rebuttal shows at once.

Plus product and carrier training, the quoting toolkit and the sales process, taught the way the floor runs it.

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The prospect says

“I need to talk it over with my spouse first.”

Pick the best answer.

Step 6 of 7

Contracted, and set up

Carrier appointments in one place: what is done, what is pending and who is holding it. The full sales CRM is open from day one, so you learn the software while you license.

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Final expense carrierThe carrier is reviewing
Term life carrierSent to the carrier
Mortgage protection carrierWaiting on the agency to submit it

02 · The walkthrough

What we do, and why we do it.

Seven questions every new agent asks. Page through them.

Question 1 of 7

Why start with Relae before you are licensed?

Because the hard part comes before the license. The course, the exam, fingerprints, the application, contracting: that is where new agents stall, alone, with nobody telling them what comes next.

Relae gives you one clear path, one step at a time, with training and the CRM open from day one. People who decide exactly what they will do next, and when, are far more likely to follow through. The path makes that decision with you, every day.

Research: Gollwitzer & Sheeran (2006), a review of 94 studies on planning and follow-through, Advances in Experimental Social Psychology.

Question 2 of 7

Why practice out loud before a live call?

Saying it beats reading it. In memory studies, people remember what they say out loud better than what they read silently. And skill comes from focused practice with feedback, not from reading more.

So you record yourself, hear it back, get a note from your manager and drill the objections. The first time a family hears your pitch is never the first time you have said it.

Research: MacLeod et al. (2010), the production effect, Journal of Experimental Psychology; Ericsson, Krampe & Tesch-Römer (1993), deliberate practice, Psychological Review.

Question 3 of 7

Why is the dialer locked until my license is confirmed?

Because selling insurance without a license is against the law, and we will never put you at risk. A person at your agency confirms your license and NPN, then the dialer opens with your outbound aged veteran leads, refilled every week.

Until then, you are not paying for a phone system you cannot use yet. You are getting ready.

Question 5 of 7

Where do my leads come from, and why does quality matter?

Once your license is confirmed, your dialer opens with outbound aged veteran leads, refilled every week with the New Agent Path. When you want the Relae Proprietary Lead Campaign, you move onto that plan.

A lead in a state you cannot write, on a do-not-call list or called after hours is not a conversation. It is wasted time, or a problem. So every number is checked before it rings, and your hours go to families who can actually hear you out.

Licensed in the lead’s state
Scrubbed against do-not-call
Inside calling hours for their area code
Not already being worked by another agent

Question 6 of 7

What is persistency, and why do we care so much?

Persistency is the share of your policies that stay on the books. Commission is usually paid in advance when a policy is placed, so when a policy lapses early, that advance is clawed back. A sale that falls off is worse than no sale: the family loses its coverage and you lose the commission.

So we train you to fit the right policy to the family and make sure they understand what they bought. Your Book of Business in Relae leads with persistency, not with how many applications you wrote.

Illustration, not real data.

Question 7 of 7

Why do we do it this way?

Because we build training the way learning research says skills last. You take practice tests instead of only rereading, because testing yourself beats rereading for remembering it a week later. And your study plan spreads the work over the days to your exam, because spaced study beats cramming.

The job is helping families get coverage that lasts. An agent who is licensed, trained and calling the right people is building something that lasts too. Relae makes no representation about earnings.

Research: Roediger & Karpicke (2006), the testing effect, Psychological Science; Cepeda et al. (2006), a review of spaced practice, Psychological Bulletin.

Your price

One plan while you are licensing.

You do not pay for a dialer while you are studying for a state exam. Everything else — training, contracting software, the full CRM — is open from day one. When you are licensed, contracted and ready to purchase leads, you move onto a dialing plan.

Most agents

New Agent Path

For the 45-day training track.

$250per month

Start the licensing track

Outbound aged veteran leads, refilled every week, once you are licensed
The full New Agent Path, end to end
Your pre-licensing course and certificate hand-in
State exam prep and scheduling guidance
Contracting and carrier appointments tracked in-platform
The full training library and voice-recorded script practice
The complete sales CRM at your fingertips
Month to month — no long-term contract

Your pre-licensing course is part of the New Agent Path. The course provider bills for it directly, at a rate discounted through Relae, and that fee is separate from the New Agent Path. You hand in your certificate when you finish, and Relae tracks everything that comes after. Relae makes no representation about earnings.

Start where you are.

You do not need a license to begin. Start the licensing track today.

Start the licensing track Back to the overview