PSI Groups
Agency Resource Center
Access the essential tools and forms needed to onboard, license, and support agents efficiently.
Step 1: New Agent Invite
Send your agent their onboarding introduction and begin the startup process.
Step 2: Input into Equis
Register newly onboarded agents within the Equis Financial system.
Newly Licensed Agent Contracting
Submit contracting for a newly licensed agent and move them into the next phase quickly.
Apply for Additional Licenses
Submit non-resident and additional state license applications through NIPR.
Contract Modifications
Request carrier additions, contract changes, or updates to an existing setup.