Resources
Guides, checklists, and tools for agents and students
A library of resources to help you understand the onboarding and scholarship application processes before, during, and after working with us.
Articles and guides
Training videos
Checklists and templates
FAQs and walkthroughs
Agent onboarding resources
- Licensing and NPN overview guide
- Required documents checklist
- Errors and Omissions insurance explained
- Carrier appointment process guide
- Compliance preparation checklist
- Training module previews
EHB Free Scholarship Reward Program resources
- EHB Free Scholarship Reward Program overview
- Eligibility requirements guide
- Application tips and checklist
- Essay writing guidance
- Acceptance letter preparation guide
- EHB Free Scholarship Reward Program and funding timeline
General guides
- Understanding insurance licensing
- How free scholarships are evaluated
- Organizing your application materials
- Communication and follow-up best practices
Accessing Resources
More resources in the agent portal
Once you begin onboarding or apply for the EHB Free Scholarship Reward Program, additional materials, templates, and tools are available through your secure portal account.
